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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 %
OA
801
Oxbow Advisors
Texas
$12.9M -$4.25M -7,746 -25%
ECAM
802
East Coast Asset Management
Massachusetts
$12.9M -$469K -856 -4%
HH
803
Hilltop Holdings
Texas
$12.9M +$1.6M +2,923 +14%
VFA
804
Valeo Financial Advisors
Indiana
$12.9M -$35.1K -64 -0.3%
FIS
805
Fundsmith Investment Services
Mauritius
$12.9M -$757K -1,381 -6%
HAG
806
HighPoint Advisor Group
Illinois
$12.9M +$124K +230 +1%
DT
807
Diversified Trust
Tennessee
$12.8M -$2.78M -5,080 -18%
LI
808
LMCG Investments
Massachusetts
$12.8M -$106K -194 -0.8%
SIG
809
Sky Investment Group
Connecticut
$12.7M -$59.7K -109 -0.5%
CCM
810
Carderock Capital Management
Maryland
$12.6M -$493K -899 -4%
SCM
811
Silvant Capital Management
Georgia
$12.6M +$118K +215 +0.9%
CF
812
Centaurus Financial
California
$12.6M -$175K -320 -1%
QCG
813
Quadrant Capital Group
Ohio
$12.6M +$6.83M +12,463 +119%
EAMA
814
EFG Asset Management (Americas)
Florida
$12.5M -$2.28M -4,168 -15%
JEST
815
JTC Employer Solutions Trustee
Jersey
$12.5M – – –
TRCT
816
Tower Research Capital (TRC)
New York
$12.4M -$4.88M -13,510 -28%
CL
817
Choreo LLC
Illinois
$12.4M -$1.83M -3,338 -13%
KCM
818
Kornitzer Capital Management
Kansas
$12.4M +$335K +612 +3%
TF
819
Tompkins Financial
New York
$12.4M -$102K -187 -0.8%
MIP
820
Marietta Investment Partners
Wisconsin
$12.4M +$72.9K +133 +0.6%
WIA
821
World Investment Advisors
California
$12.4M +$705K +1,286 +6%
CIA
822
Concurrent Investment Advisors
Florida
$12.3M +$2.89M +5,272 +31%
S
823
SignatureFD
Georgia
$12.3M +$458K +836 +4%
JIR
824
James Investment Research
Ohio
$12.2M -$17K -31 -0.1%
Hudson Bay Capital Management
825
Hudson Bay Capital Management
Connecticut
$12.2M +$8.03M +14,650 +193%
31 32
33
34 35