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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 %
QPW
1526
Quantum Private Wealth
Florida
$2.74M -$63K -115 -2%
CP
1527
CenterBook Partners
Connecticut
$2.74M +$2.74M +5,003 New
KIM
1528
Kane Investment Management
California
$2.74M +$189K +344 +7%
IFU
1529
iSAM Funds (UK)
United Kingdom
$2.74M +$2.74M +5,001 New
MC
1530
Martin & Co
Tennessee
$2.74M -$19.2K -35 -0.7%
BLAM
1531
Bourne Lent Asset Management
New York
$2.74M – – –
SAM
1532
S.A. Mason
Michigan
$2.73M -$111K -202 -4%
WI
1533
WrapManager Inc
California
$2.73M -$122K -222 -4%
MBT
1534
Montecito Bank & Trust
California
$2.73M +$115K +209 +4%
C
1535
Certuity
Florida
$2.72M -$145K -265 -5%
BWP
1536
Balboa Wealth Partners
Arizona
$2.72M -$160K -292 -6%
PWP
1537
Principle Wealth Partners
Connecticut
$2.71M +$548 +1 +0%
MFA
1538
Mayflower Financial Advisors
Massachusetts
$2.7M +$140K +256 +5%
MCM
1539
Manchester Capital Management
Vermont
$2.69M +$25.2K +46 +0.9%
PP
1540
Patron Partners
Texas
$2.68M +$78.9K +144 +3%
NHC
1541
Nicholas Hoffman & Company
Georgia
$2.67M -$102K -187 -4%
FFN
1542
Focus Financial Network
Minnesota
$2.67M +$58.1K +106 +2%
PMWMG
1543
Parr McKnight Wealth Management Group
Minnesota
$2.66M +$4.39K +8 +0.2%
FPCP
1544
Fort Point Capital Partners
California
$2.66M -$94.3K -172 -3%
SI
1545
Scharf Investments
California
$2.66M -$38.4K -70 -1%
AF
1546
Advisornet Financial
Minnesota
$2.65M +$89.9K +164 +4%
TPI
1547
Trust Point Inc
Wisconsin
$2.65M -$1.01M -1,834 -28%
SCA
1548
Sander Capital Advisors
Washington
$2.65M – – –
MBTD
1549
Mechanics Bank - Trust Department
California
$2.64M -$249K -454 -9%
NIA
1550
NIA Impact Advisors
California
$2.63M -$477K -870 -15%
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