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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 %
IFWM
1201
Institute for Wealth Management
Colorado
$5.26M -$31.8K -58 -0.6%
PWP
1202
Private Wealth Partners
California
$5.24M +$1.1K +2 +0%
GFP
1203
Gryphon Financial Partners
Ohio
$5.23M +$210K +383 +4%
SAM
1204
Synergy Asset Management
Washington
$5.23M -$5.39M -9,831 -51%
AG
1205
AlTi Global
New York
$5.23M -$179K -327 -3%
LMKC
1206
L.M. Kohn & Company
Ohio
$5.22M -$199K -363 -4%
LS
1207
Leelyn Smith
Illinois
$5.2M -$5.48K -10 -0.1%
RBA
1208
Richard Bernstein Advisors
New York
$5.18M -$232K -423 -4%
TAM
1209
Trust Asset Management
Texas
$5.18M -$172K -314 -3%
WA
1210
Wambolt & Associates
Colorado
$5.17M -$142K -259 -3%
SPC
1211
Sigma Planning Corp
Michigan
$5.17M -$78.9K -144 -2%
SAM
1212
Smithbridge Asset Management
Pennsylvania
$5.17M +$5.17M +9,426 New
SXL
1213
Summit X LLC
Missouri
$5.14M -$203K -370 -4%
BCM
1214
Bretton Capital Management
California
$5.14M – – –
IDP
1215
In-Depth Partners
Florida
$5.13M +$185K +337 +4%
GSPF
1216
Grafton Street Partners Fund
Florida
$5.12M -$990K -1,807 -16%
CA
1217
Cornerstone Advisory
Maryland
$5.11M +$30.7K +55 +0.6%
BP
1218
BBR Partners
New York
$5.1M -$129K -235 -2%
UOC
1219
UBS O'Connor
Illinois
$5.1M +$5.1M +9,300 New
VCM
1220
Violich Capital Management
California
$5.08M +$125K +228 +3%
AIM
1221
Anchor Investment Management
South Carolina
$5.08M +$23.6K +43 +0.5%
GD
1222
Grandfield & Dodd
New York
$5.08M +$15.3K +28 +0.3%
AWM
1223
Avior Wealth Management
Nebraska
$5.08M -$759K -1,384 -13%
GGS
1224
Galvin Gaustad & Stein
Arizona
$5.06M -$163K -298 -3%
TCWA
1225
Turtle Creek Wealth Advisors
Texas
$5.05M +$5.05M +9,207 New
47 48
49
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