MA icon

Mastercard
MA

Overview Fund Activity

3,468 hedge funds and large institutions have $446B invested in Mastercard in 2025 Q2 according to their latest regulatory filings, with 211 funds opening new positions, 1,413 increasing their positions, 1,342 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,468
Holders Change
+31
Holders Change %
+0.9%
% of All Funds
46.48%
Holding in Top 10
337
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-10.37%
% of All Funds
4.52%
New
211
Increased
1,413
Reduced
1,342
Closed
116
Calls
$3.08B
Puts
$4.68B
Net Calls
-$1.6B
Net Calls Change
-$1.04B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.14B
2
Victory Capital Management
Victory Capital Management
Texas
+$817M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$731M
4
UBS AM
UBS AM
Illinois
+$591M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$523M

Top Sellers

1
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
-$2.44B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.22B
3
Amundi
Amundi
France
-$1.01B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$787M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$699M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
876
Certified Advisory Corp
Florida
$11.1M +$279K +497 +3%
LOPW
877
Live Oak Private Wealth
North Carolina
$11.1M +$442K +787 +4%
DCM
878
Donaldson Capital Management
Indiana
$11.1M -$457K -814 -4%
LPT
879
Legacy Private Trust
Wisconsin
$11.1M -$86K -153 -0.8%
CRCM
880
Crystal Rock Capital Management
Illinois
$11M -$472K -840 -4%
ONB
881
Old National Bancorp
Indiana
$10.9M +$4.76M +8,471 +78%
HR
882
Howe & Rusling
New York
$10.9M +$486K +864 +5%
YIH
883
Y-Intercept (HK)
Hong Kong
$10.8M +$9.37M +16,667 +660%
CCM
884
Carderock Capital Management
Maryland
$10.7M -$2.21M -3,931 -17%
MAS
885
Meeder Advisory Services
Ohio
$10.7M +$890K +1,583 +9%
RCM
886
Rockbridge Capital Management
Virginia
$10.7M -$45.5K -81 -0.4%
CHC
887
City Holding Co
West Virginia
$10.7M +$44.4K +79 +0.4%
TF
888
Talbot Financial
Washington
$10.7M +$1.86M +3,313 +21%
PIM
889
Plato Investment Management
Australia
$10.7M +$20.2K +36 +0.2%
BFG
890
Berger Financial Group
Minnesota
$10.6M -$348K -620 -3%
LWM
891
Lyell Wealth Management
California
$10.6M +$1.08M +1,926 +11%
SIM
892
Stratos Investment Management
Ohio
$10.6M +$274K +487 +3%
KOCAA
893
Knights of Columbus Asset Advisors
Connecticut
$10.6M +$3.54M +6,292 +50%
MOS
894
MGO One Seven
Ohio
$10.6M +$249K +443 +2%
SGI
895
Summit Global Investments
Utah
$10.6M +$2.09M +3,726 +25%
XT
896
XTX Topco
Cayman Islands
$10.5M +$8.88M +15,801 +533%
RWM
897
RKL Wealth Management
Pennsylvania
$10.5M -$289K -514 -3%
CAM
898
Cypress Asset Management
Texas
$10.5M -$136K -242 -1%
PIM
899
Progressive Investment Management
Oregon
$10.3M -$117K -208 -1%
KIA
900
Knollwood Investment Advisory
Maryland
$10.3M – – –
34 35
36
37 38