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Mastercard
MA

Overview Fund Activity

3,437 hedge funds and large institutions have $432B invested in Mastercard in 2025 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 1,329 increasing their positions, 1,385 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,437
Holders Change
+40
Holders Change %
+1.18%
% of All Funds
46.69%
Holding in Top 10
376
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+14.98%
% of All Funds
5.11%
New
202
Increased
1,329
Reduced
1,385
Closed
97
Calls
$2.43B
Puts
$2.99B
Net Calls
-$561M
Net Calls Change
-$147M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.06B
2
Barclays
Barclays
United Kingdom
+$1.1B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$497M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$423M
5
DZ Bank
DZ Bank
Germany
+$421M

Top Sellers

1
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
-$2.86B
2
Capital International Investors
Capital International Investors
California
-$1.61B
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$809M
4
Goldman Sachs
Goldman Sachs
New York
-$534M
5
BlackRock
BlackRock
New York
-$495M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIC
3001
Meridian Investment Counsel
California
$270K – – –
SSW
3002
Smith Shellnut Wilson
Mississippi
$270K +$15.3K +28 +6%
PGWM
3003
Pitti Group Wealth Management
New York
$269K – – –
TBNY
3004
Trustco Bank (New York)
New York
$269K +$49.3K +90 +23%
PSCM
3005
Per Stirling Capital Management
Texas
$268K -$548K -1,000 -67%
RW
3006
Regimen Wealth
Georgia
$268K +$548 +1 +0.2%
NAMP
3007
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$268K – – –
HCWM
3008
Hidden Cove Wealth Management
Washington
$268K +$4.39K +8 +2%
OA
3009
Operose Advisors
Wisconsin
$268K +$4.93K +9 +2%
SGI
3010
Swan Global Investments
Colorado
$268K +$268K +489 New
LAM
3011
Lountzis Asset Management
Pennsylvania
$268K – – –
WI
3012
WBI Investments
New Jersey
$266K -$676K -1,234 -72%
UFA
3013
US Financial Advisors
Massachusetts
$265K -$2.19K -4 -0.8%
BZWA
3014
Blue Zone Wealth Advisors
California
$265K -$12.6K -23 -5%
GSIS
3015
Global Strategic Investment Solutions
Arizona
$265K -$2.19K -4 -0.8%
PP
3016
Postrock Partners
Oregon
$265K – – –
GF
3017
GGM Financials
Ohio
$265K +$548 +1 +0.2%
OPPS
3018
Obsidian Personal Planning Solutions
Maryland
$265K – – –
MEAC
3019
M.E. Allison & Co
Texas
$265K – – –
GA
3020
GoalVest Advisory
New York
$265K +$91.5K +167 +53%
RGC
3021
Roberts, Glore & Co
Illinois
$265K – – –
TPWA
3022
Twin Peaks Wealth Advisors
California
$264K +$21.2K +41 +9%
BC
3023
Bayforest Capital
United Kingdom
$264K +$136K +249 +107%
CFC
3024
Coyle Financial Counsel
Illinois
$264K +$264K +481 New
LFS
3025
Legacy Financial Strategies
Kansas
$264K +$5.48K +10 +2%
119 120
121
122 123