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Mastercard

3,468 hedge funds and large institutions have $446B invested in Mastercard in 2025 Q2 according to their latest regulatory filings, with 211 funds opening new positions, 1,413 increasing their positions, 1,342 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,468
Holders Change
+31
Holders Change %
+0.9%
% of All Funds
46.48%
Holding in Top 10
337
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-10.37%
% of All Funds
4.52%
New
211
Increased
1,413
Reduced
1,342
Closed
116
Calls
$3.08B
Puts
$4.68B
Net Calls
-$1.6B
Net Calls Change
-$1.04B
Name Holding Trade Value Shares
Change
Shares
Change %
UAG
2451
United Advisor Group
Ohio
$637K +$243K +433 +62%
CWS
2452
Cypress Wealth Services
California
$636K -$42.7K -76 -6%
HCM
2453
Hodges Capital Management
Texas
$635K
HCM
2454
Horiko Capital Management
New York
$635K
FM
2455
Family Management
New York
$633K +$110K +196 +21%
RIP
2456
RAM Investment Partners
Washington
$633K +$52.8K +94 +9%
CA
2457
Centerpoint Advisors
Massachusetts
$633K
NWMG
2458
Nicholson Wealth Management Group
South Carolina
$633K +$393K +700 +164%
WA
2459
WESPAC Advisors
California
$632K
OWM
2460
OneAscent Wealth Management
Alabama
$628K +$92.8K +165 +17%
TWM
2461
TCFG Wealth Management
California
$627K -$11.2K -20 -2%
BAM
2462
Blueshift Asset Management
New Jersey
$627K +$201K +357 +47%
WCWM
2463
Willow Creek Wealth Management
California
$622K +$11.8K +21 +2%
FM
2464
Foster & Motley
Ohio
$622K +$68K +121 +12%
EFG
2465
Embree Financial Group
Illinois
$621K +$6.18K +11 +1%
RMAM
2466
Raab & Moskowitz Asset Management
New Jersey
$620K -$5.06K -9 -0.8%
SMH
2467
Sanders Morris Harris
Texas
$620K -$2.02M -3,593 -77%
SWRP
2468
Summit Wealth & Retirement Planning
California
$619K +$619K +1,102 New
RCA
2469
Ranch Capital Advisors
Florida
$618K -$11.2K -20 -2%
SAM
2470
Sompo Asset Management
Japan
$618K
PA
2471
Prism Advisors
California
$618K
OTPPB
2472
Ontario Teachers' Pension Plan Board
Ontario, Canada
$618K +$618K +1,100 New
SBWIC
2473
Schaper Benz & Wise Investment Counsel
Wisconsin
$617K -$46.6K -83 -7%
TA
2474
TruWealth Advisors
Louisiana
$617K -$16.9K -30 -3%
BWAM
2475
Boyd Watterson Asset Management
Ohio
$616K +$14.6K +26 +2%