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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 %
PA
1101
Profund Advisors
Maryland
$6.38M -$569K -1,039 -8%
ACA
1102
Aptus Capital Advisors
Alabama
$6.37M +$511K +933 +9%
IA
1103
Icon Advisers
Colorado
$6.37M -$192K -350 -3%
AC
1104
AlpenGlobal Capital
California
$6.36M +$85K +155 +1%
MPWT
1105
MassMutual Private Wealth & Trust
Connecticut
$6.32M +$190K +346 +3%
GM
1106
GeoWealth Management
Illinois
$6.31M -$887K -1,619 -12%
KM
1107
KP Management
Minnesota
$6.3M -$548K -1,000 -8%
AIM
1108
Alphinity Investment Management
Australia
$6.3M +$315K +574 +5%
SAM
1109
Silvercrest Asset Management
New York
$6.3M +$1.46M +2,665 +30%
FCM
1110
Fortis Capital Management
Washington
$6.29M +$249K +454 +4%
BI
1111
Berkeley Inc
Idaho
$6.28M -$109K -199 -2%
IAS
1112
Insigneo Advisory Services
Florida
$6.28M +$460K +839 +8%
AAMA
1113
Advanced Asset Management Advisors
Ohio
$6.28M – – –
RWA
1114
River Wealth Advisors
Pennsylvania
$6.25M -$106K -193 -2%
CW
1115
CreativeOne Wealth
Kansas
$6.21M +$4.93K +9 +0.1%
AWP
1116
Ascent Wealth Partners
New York
$6.18M +$367K +670 +6%
FFP
1117
FourThought Financial Partners
Florida
$6.11M -$3.29K -6 -0.1%
BCFD
1118
Boit C.F. David
$6.11M – – –
1SB
1119
1ST Source Bank
Indiana
$6.1M -$3.29K -6 -0.1%
YAM
1120
Yacktman Asset Management
Texas
$6.1M – – –
SGA
1121
Strategic Global Advisors
California
$6.1M -$208K -379 -3%
NED
1122
Nancy E. Dempze
$6.08M +$16.4K +30 +0.3%
KWM
1123
Keebeck Wealth Management
Illinois
$6.05M -$60.8K -111 -1%
JWM
1124
Jupiter Wealth Management
Colorado
$6.05M -$322K -549 -5%
SG
1125
StoneX Group
New York
$6.02M -$67.4K -123 -1%
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