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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 %
FC
1326
Farringdon Capital
United Kingdom
$4.13M +$1.15M +2,107 +39%
PWM
1327
Peterson Wealth Management
Nevada
$4.12M -$1.87M -3,404 -31%
CAAS
1328
Capital Asset Advisory Services
Michigan
$4.12M -$697K -1,274 -14%
WGCA
1329
Wolf Group Capital Advisors
Virginia
$4.11M -$1.35M -2,465 -25%
HFRG
1330
Houlihan Financial Resource Group
Virginia
$4.1M -$126K -230 -3%
SLWA
1331
San Luis Wealth Advisors
California
$4.09M -$1.76M -3,220 -30%
BEC
1332
Blue Edge Capital
Virginia
$4.08M +$7.67K +14 +0.2%
ST
1333
Smithfield Trust
Pennsylvania
$4.08M -$301K -550 -7%
UF
1334
Univest Financial
Pennsylvania
$4.08M +$1.89M +3,452 +87%
AAP
1335
Arax Advisory Partners
Colorado
$4.07M -$633K -1,155 -13%
PDL
1336
Portfolio Design Labs
California
$4.06M -$1.61M -2,934 -28%
FFA
1337
Fairfield Financial Advisors
Massachusetts
$4.05M -$12.6K -23 -0.3%
CCM
1338
Cohen Capital Management
California
$4.04M – – –
FFAM
1339
Forge First Asset Management
Canada
$4M – – –
WP
1340
WealthPLAN Partners
Nebraska
$3.96M -$134K -245 -3%
KA
1341
Klingman & Associates
New York
$3.95M -$12.1K -22 -0.3%
PWAM
1342
Papamarkou Wellner Asset Management
New York
$3.95M -$98.1K -179 -2%
TCA
1343
Transcend Capital Advisors
New Jersey
$3.94M +$615K +1,122 +18%
UBG
1344
United Bank (Georgia)
Georgia
$3.93M +$247K +451 +7%
PHM
1345
Prospect Hill Management
New Jersey
$3.92M – – –
CWM
1346
Circle Wealth Management
New Jersey
$3.92M -$11.5K -21 -0.3%
SAI
1347
Savvy Advisors Inc
New York
$3.91M +$665K +1,214 +20%
VAS
1348
Vestmark Advisory Solutions
Massachusetts
$3.91M +$1.44M +2,630 +58%
LA
1349
LVW Advisors
New York
$3.91M +$109K +199 +3%
KC
1350
Katamaran Capital
United Kingdom
$3.9M +$2.38M +4,338 +156%
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