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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 %
VIP
1001
Vantage Investment Partners
Missouri
$7.86M +$16.4K +30 +0.2%
RWP
1002
RWA Wealth Partners
Massachusetts
$7.84M -$471K -860 -6%
WF
1003
Welch & Forbes
Massachusetts
$7.82M +$13.7K +25 +0.2%
MLIC
1004
Mandatum Life Insurance Company
Finland
$7.81M – – –
HHAA
1005
Henry H. Armstrong Associates
Pennsylvania
$7.81M -$118K -215 -1%
EFM
1006
E Fund Management
China
$7.74M +$1.18M +2,147 +18%
DBG
1007
De Burlo Group
Massachusetts
$7.74M -$16.4K -30 -0.2%
CS
1008
Cannell & Spears
New York
$7.73M -$436K -795 -5%
NG
1009
Norden Group
Utah
$7.73M +$112K +204 +1%
GAAM
1010
Guinness Atkinson Asset Management
California
$7.72M -$374K -683 -5%
PEAK6
1011
PEAK6
Illinois
$7.72M -$3.18M -5,798 -29%
CCAM
1012
Codex Capital Asset Management
Texas
$7.72M – – –
MWA
1013
Moser Wealth Advisors
Washington
$7.7M -$212K -386 -3%
LFM
1014
LGT Fund Management
Liechtenstein
$7.7M -$1.49M -2,725 -16%
AWA
1015
Arkadios Wealth Advisors
Georgia
$7.68M +$1.65M +3,006 +27%
VCA
1016
Verdence Capital Advisors
Maryland
$7.68M -$250K -457 -3%
EAM
1017
Eukles Asset Management
Ohio
$7.65M -$24.7K -45 -0.3%
PWG
1018
Portside Wealth Group
Utah
$7.64M -$175K -320 -2%
PNAA
1019
Pictet North America Advisors
Switzerland
$7.62M -$1.06M -1,926 -12%
ACM
1020
Alcosta Capital Management
California
$7.61M -$43.9K -80 -0.6%
YC
1021
Yarbrough Capital
Tennessee
$7.61M – – –
VA
1022
VestGen Advisors
Illinois
$7.57M +$7.57M +13,814 New
MWM
1023
Modera Wealth Management
New Jersey
$7.55M +$1.77M +3,232 +31%
BA
1024
Bridgewater Advisors
New York
$7.54M +$136K +252 +2%
GI
1025
GLOBALT Investments
Georgia
$7.53M +$32.3K +59 +0.4%
39 40
41
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