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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 %
BPCE
526
Bank Pictet & Cie (Europe)
Germany
$34.5M -$4.08M -7,443 -11%
BCI
527
Brinker Capital Investments
Pennsylvania
$34.4M +$1.54M +2,812 +5%
OPS
528
Orion Portfolio Solutions
Nebraska
$34.4M +$1.54M +2,812 +5%
CAG
529
Crestwood Advisors Group
Massachusetts
$34M +$2.25M +4,098 +7%
PCIA
530
Prime Capital Investment Advisors
Kansas
$33.8M +$15.1M +27,486 +80%
MGP
531
Metis Global Partners
California
$33.8M +$2.97M +5,412 +10%
CA
532
Clearstead Advisors
Ohio
$33.6M +$1.79M +3,272 +6%
GC
533
Guardian Capital
Ontario, Canada
$33.5M +$55.4K +101 +0.2%
Envestnet Portfolio Solutions
534
Envestnet Portfolio Solutions
Illinois
$33.4M -$10.4M -19,011 -24%
CI
535
Cincinnati Insurance
Ohio
$33.4M – – –
AP
536
Atwood & Palmer
Missouri
$33.4M -$1.65M -3,002 -5%
CP
537
Cumberland Partners
Ontario, Canada
$33.2M -$1.04M -1,890 -3%
RT
538
Rockland Trust
Massachusetts
$33M -$599K -1,093 -2%
SDIC
539
South Dakota Investment Council
South Dakota
$32.9M -$46.6K -85 -0.1%
CLC
540
Charles-Lim Capital
Hong Kong
$32.9M +$32.9M +60,000 New
SAI
541
Systematic Alpha Investments
New Jersey
$32.8M – – –
LC
542
Lincoln Capital
Nebraska
$32.8M -$389K -737 -1%
JA
543
JLB & Associates
Michigan
$32.6M -$1.27M -2,320 -4%
TCOV
544
Trust Company of Vermont
Vermont
$32.6M -$647K -1,181 -2%
ABC
545
Associated Banc-Corp
Wisconsin
$32.3M -$200K -364 -0.6%
HF
546
HRT Financial
New York
$31.8M -$43.7M -79,658 -58%
1CM
547
14B Capital Management
California
$31.8M -$10.4M -19,000 -25%
MFIM
548
Mesirow Financial Investment Management
Illinois
$31.5M -$386K -704 -1%
FT
549
Fiduciary Trust
Massachusetts
$31.5M +$2.85M +5,206 +10%
AF
550
Avanza Fonder
Sweden
$31.1M -$1.43M -2,613 -4%
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