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Mastercard
MA

3,483 hedge funds and large institutions have $440B invested in Mastercard in 2025 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 1,342 increasing their positions, 1,411 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 98

15% more funds holding in top 10

Funds holding in top 10: 334 → 385 (+51)

1% more funds holding

Funds holding: 3,440 → 3,483 (+43)

3% more capital invested

Capital invested by funds: $425B → $440B (+$14.4B)

0.45% more ownership

Funds ownership: 88.27% → 88.72% (+0.45%)

5% less repeat investments, than reductions

Existing positions increased: 1,342 | Existing positions reduced: 1,411

19% less call options, than puts

Call options by funds: $2.43B | Put options by funds: $2.99B

Holders
3,483
Holders Change
+43
Holders Change %
+1.25%
% of All Funds
46.7%
Holding in Top 10
385
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+15.27%
% of All Funds
5.16%
New
198
Increased
1,342
Reduced
1,411
Closed
98
Calls
$2.43B
Puts
$2.99B
Net Calls
-$561M
Net Calls Change
-$144M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.05B
2
Barclays
Barclays
United Kingdom
+$1.09B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$494M
4
JP Morgan Chase
JP Morgan Chase
New York
+$420M
5
DZ Bank
DZ Bank
Germany
+$418M

Top Sellers

Rank Fund Capital Flow
1
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
-$2.84B
2
Capital International Investors
Capital International Investors
California
-$1.6B
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$804M
4
Goldman Sachs
Goldman Sachs
New York
-$531M
5
BlackRock
BlackRock
New York
-$491M
Name Holding Trade Value Shares
Change 		Change in
Stake
SHF
3576
Safe Harbor Fiduciary
Florida
– -$5.28K -10 Closed
MFG
3577
Mendota Financial Group
Wisconsin
– -$3.69K -7 Closed
FLP
3578
Financial Life Planners
Arizona
– -$2.64K -5 Closed
SMAM
3579
Sugar Maple Asset Management
Wisconsin
– -$2.63K -5 Closed
FWM
3580
FLP Wealth Management
Arkansas
– -$2.14K -4 Closed
SR
3581
Syntax Research
Florida
– -$1.58K -3 Closed
140 141 142 143
144

MA Hedge Fund Activity: Q1 2025 in Review

3,483 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q1 2025, worth a combined $440B — up 3.4% from $425B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new MA positions and 98 closed out — a net gain of 100 holders — while 1,342 added to existing stakes and 1,411 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $2.05B. The largest seller was Mastercard Foundation Asset Management (MFAM), cutting an estimated $2.84B.

  • 3,483 institutional investors held Mastercard (MA) as of Q1 2025, up from 3,440 in Q4 2024.
  • Funds reported $440B of Mastercard stock for Q1 2025, up 3.4% quarter-over-quarter.
  • 198 funds opened new Mastercard positions in Q1 2025 and 98 closed out, a net change of +100 holders.
  • The largest Mastercard buyer in Q1 2025 was Wellington Management Group, an estimated $2.05B added.
  • The largest Mastercard seller in Q1 2025 was Mastercard Foundation Asset Management (MFAM), an estimated $2.84B sold.

Based on aggregated 13F filings for Q1 2025.