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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 %
TF
701
Threadgill Financial
Texas
$18.3M +$44.9K +82 +0.2%
BBI
702
Baxter Bros Inc
Connecticut
$18.2M -$435K -793 -2%
UOTTAIMCU
703
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$18.1M +$10.4M +18,960 +134%
OA
704
Oak Associates
Ohio
$18M – – –
SFS
705
Sowell Financial Services
Arkansas
$18M -$814K -1,486 -4%
FIA
706
Foundations Investment Advisors
Arizona
$17.8M +$1.04M +1,891 +6%
DSC
707
Duncker Streett & Co
Missouri
$17.8M -$529K -966 -3%
ALMGDA
708
AG2R La Mondiale Gestion d'Actifs
France
$17.7M +$17.7M +30,207 New
WT
709
Whittier Trust
California
$17.7M -$40.6K -74 -0.2%
KFC
710
Klingenstein Fields & Co
New York
$17.6M -$35.1K -64 -0.2%
SCM
711
Sterling Capital Management
North Carolina
$17.6M -$1.42M -2,582 -7%
CAM
712
Congress Asset Management
Massachusetts
$17.6M +$231K +421 +1%
HFS
713
Haverford Financial Services
Pennsylvania
$17.6M -$179K -327 -1%
IIM
714
INTECH Investment Management
Florida
$17.3M -$2.96M -5,402 -15%
DADC
715
D.A. Davidson & Co
Montana
$17.2M +$488K +890 +3%
CG
716
Caprock Group
Idaho
$17.2M +$1.68M +3,068 +11%
JHA
717
Jackson Hill Advisors
Texas
$17.1M -$137K -250 -0.8%
WSCM
718
Wellington Shields Capital Management
New York
$17.1M -$79.5K -145 -0.5%
AUB
719
Atlantic Union Bankshares
Virginia
$17.1M +$6.03K +11 +0%
GCM
720
Graham Capital Management
Connecticut
$17M +$17M +31,082 New
NC
721
Nitorum Capital
New York
$16.9M -$9.78M -17,839 -37%
JWM
722
Jackson Wealth Management
Florida
$16.8M -$271K -495 -2%
FB
723
Fulton Bank
Pennsylvania
$16.7M -$324K -591 -2%
VVP
724
Venture Visionary Partners
Ohio
$16.7M +$182K +332 +1%
AA
725
Ancora Advisors
Ohio
$16.6M -$21.4K -39 -0.1%
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