MA icon

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 %
DCM
851
Donaldson Capital Management
Indiana
$11.2M +$466K +850 +4%
CRCM
852
Crystal Rock Capital Management
Illinois
$11.2M – – –
PE
853
Point72 Europe
United Kingdom
$11.2M +$11.2M +20,400 New
MCWS
854
McKinley Carter Wealth Services
West Virginia
$11.2M -$548 -1 -0%
BONST
855
Bank of Nova Scotia Trust
Ontario, Canada
$11.2M -$355K -648 -3%
CHAM
856
Clear Harbor Asset Management
Connecticut
$11.1M +$46.6K +85 +0.4%
TGAM
857
TBH Global Asset Management
Tennessee
$11.1M +$874K +1,595 +9%
RCWM
858
Royal Capital Wealth Management
Indiana
$11.1M +$13.7K +25 +0.1%
MCCA
859
Mill Creek Capital Advisors
Pennsylvania
$11M +$905K +1,651 +9%
MMA
860
Miracle Mile Advisors
California
$11M +$1.04M +1,904 +10%
CDDEC
861
Caisse Des Depots Et Consignations
France
$11M +$7.9M +14,404 +252%
BC
862
Blackhill Capital
New Jersey
$11M – – –
SIG
863
Stonegate Investment Group
Alabama
$10.9M +$2.12M +3,862 +24%
LPT
864
Legacy Private Trust
Wisconsin
$10.9M -$853K -1,557 -7%
BWL
865
Bogart Wealth LLC
Virginia
$10.8M +$134K +245 +1%
HKAM
866
Horizon Kinetics Asset Management
New York
$10.8M +$186K +339 +2%
EWA
867
EP Wealth Advisors
California
$10.7M +$156K +285 +1%
BFG
868
Berger Financial Group
Minnesota
$10.7M -$129K -236 -1%
TPCW
869
TD Private Client Wealth
New York
$10.6M -$206K -376 -2%
RWM
870
Ritholtz Wealth Management
New York
$10.6M +$758K +1,383 +8%
JSP
871
Jackson Square Partners
California
$10.6M -$451K -823 -4%
RWM
872
RKL Wealth Management
Pennsylvania
$10.5M -$197K -360 -2%
CAC
873
Certified Advisory Corp
Florida
$10.5M -$231K -422 -2%
PIM
874
Plato Investment Management
Australia
$10.5M -$766K -1,382 -7%
WIM
875
WealthPlan Investment Management
Nebraska
$10.5M +$39.5K +72 +0.4%
33 34
35
36 37