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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 %
FHA
1551
First Horizon Advisors
Tennessee
$2.63M -$255K -465 -9%
CAMV
1552
Concord Asset Management (Virginia)
Virginia
$2.63M -$295K -556 -10%
OIA
1553
Optimum Investment Advisors
Illinois
$2.62M -$36.2K -66 -1%
DFG
1554
Delta Financial Group
New Jersey
$2.61M +$14.1K +26 +0.5%
RA
1555
Rockingstone Advisors
Massachusetts
$2.61M -$87.7K -160 -3%
CT
1556
Chicago Trust
Illinois
$2.61M -$52.6K -96 -2%
SC
1557
Sepio Capital
Utah
$2.61M -$63K -115 -2%
QWP
1558
Quotient Wealth Partners
Texas
$2.61M -$138K -252 -5%
TAP
1559
Tounjian Advisory Partners
Florida
$2.61M +$2.61M +4,758 New
DGM
1560
Delta Global Management
New York
$2.6M +$2.6M +4,751 New
REMPR
1561
Roof Eidam Maycock Peralta (REMP)
California
$2.6M +$159K +290 +7%
PP
1562
PDS Planning
Ohio
$2.6M +$187K +342 +8%
MYIA
1563
Mount Yale Investment Advisors
Colorado
$2.59M +$294K +537 +13%
AWM
1564
Able Wealth Management
New Jersey
$2.59M – – –
UW
1565
Unique Wealth
Florida
$2.58M +$544K +993 +27%
PPWP
1566
Premier Path Wealth Partners
New Jersey
$2.58M +$66.9K +122 +3%
TTIC
1567
Tower Trust & Investment Company
Iowa
$2.58M +$2.58M +4,703 New
SMH
1568
Sanders Morris Harris
Texas
$2.58M – – –
CWM
1569
Chemistry Wealth Management
New York
$2.57M – – –
NWM
1570
NRI Wealth Management
California
$2.57M +$194K +354 +8%
TA
1571
Tectonic Advisors
Texas
$2.57M +$220K +402 +9%
SWA
1572
Stratos Wealth Advisors
Ohio
$2.56M -$1.21M -2,207 -32%
KWM
1573
Kingsman Wealth Management
Florida
$2.56M +$2.56M +4,673 New
AMCA
1574
Arthur M. Cohen & Associates
Illinois
$2.55M -$116K -211 -4%
TCM
1575
Twin Capital Management
Pennsylvania
$2.55M +$1.17M +2,138 +85%
61 62
63
64 65