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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 %
BIA
1476
Benchmark Investment Advisors
Illinois
$3M +$62.5K +114 +2%
PL
1477
Plancorp LLC
Missouri
$3M +$1.52M +2,782 +104%
GFG
1478
Goldstone Financial Group
Illinois
$2.99M +$80.6K +147 +3%
KCM
1479
Kerusso Capital Management
North Carolina
$2.98M +$75.6K +138 +3%
VWM
1480
Venturi Wealth Management
Texas
$2.98M -$82.8K -151 -3%
CPW
1481
Cove Private Wealth
New York
$2.97M +$1.32M +2,415 +80%
KIC
1482
Kensington Investment Counsel
California
$2.97M -$3.84K -7 -0.1%
HW
1483
Hancock Whitney
Mississippi
$2.97M +$114K +208 +4%
ECM
1484
Eisler Capital Management
United Kingdom
$2.96M +$2.91M +5,302 +5,098%
BWG
1485
Boomfish Wealth Group
Georgia
$2.96M -$53.2K -97 -2%
EWM
1486
Empirical Wealth Management
Washington
$2.96M +$258K +470 +10%
MA
1487
Mutual Advisors
Nebraska
$2.96M -$257K -482 -8%
IA
1488
IFG Advisory
Georgia
$2.96M +$62.5K +114 +2%
TWM
1489
Tolleson Wealth Management
Texas
$2.95M – – –
SFG
1490
Sovereign Financial Group
Connecticut
$2.94M +$9.87K +18 +0.3%
VPI
1491
Value Partners Investments
Manitoba, Canada
$2.94M -$5.8M -10,567 -66%
FIM
1492
Freedom Investment Management
Connecticut
$2.94M -$241K -440 -8%
MAM
1493
Milestone Asset Management
Pennsylvania
$2.93M +$2.46M +4,487 +519%
STAS
1494
Strong Tower Advisory Services
Minnesota
$2.93M -$168K -347 -5%
DRS
1495
Deane Retirement Strategies
Louisiana
$2.92M +$56.4K +103 +2%
GIM
1496
Gold Investment Management
Alberta, Canada
$2.92M +$72.9K +133 +3%
MSS
1497
Mitchell Sinkler & Starr
Pennsylvania
$2.91M +$468K +853 +19%
CWP
1498
Concord Wealth Partners
Virginia
$2.89M -$303K -552 -9%
SSI
1499
Scott & Selber Inc
Texas
$2.88M +$1.65K +3 +0.1%
PRS
1500
Pinkerton Retirement Specialists
Idaho
$2.87M -$132K -241 -4%
58 59
60
61 62