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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 %
NAS
1601
Nicolet Advisory Services
Wisconsin
$2.43M +$287K +575 +13%
CWM
1602
Calamos Wealth Management
Illinois
$2.43M +$163K +298 +7%
B
1603
Bailard
California
$2.43M +$193K +352 +9%
FIC
1604
FCG Investment Company
Tennessee
$2.41M -$218K -397 -8%
TWM
1605
TriaGen Wealth Management
California
$2.41M -$26.3K -48 -1%
HFO
1606
Heritage Family Offices
Arizona
$2.4M +$156K +285 +7%
TSW
1607
Three Seasons Wealth
Utah
$2.4M -$46.6K -85 -2%
BDA
1608
Borer Denton & Associates
Pennsylvania
$2.4M +$274K +499 +13%
WTC
1609
WhitTier Trust Company
Nevada
$2.39M -$45.5K -83 -2%
SB
1610
Strategic Blueprint
Georgia
$2.39M +$573K +1,045 +31%
SMC
1611
Smith, Moore & Co
Missouri
$2.38M +$42.2K +77 +2%
LWL
1612
Leo Wealth LLC
Texas
$2.38M -$2.16M -3,944 -48%
LCM
1613
Landscape Capital Management
New Jersey
$2.38M -$905K -1,652 -28%
IA
1614
IFC Advisors
California
$2.37M -$7.67K -14 -0.3%
LIM
1615
Lagoda Investment Management
New York
$2.37M +$203K +370 +9%
CF
1616
Copperwynd Financial
Arizona
$2.37M +$48.2K +88 +2%
QT
1617
Quantbot Technologies
New York
$2.37M +$2.37M +4,319 New
CFM
1618
Coronation Fund Managers
South Africa
$2.37M -$807K -1,473 -25%
FMTC
1619
Farmers & Merchants Trust Company
California
$2.36M +$17K +31 +0.7%
WC
1620
Westhampton Capital
North Carolina
$2.36M -$28.5K -52 -1%
QC
1621
Quent Capital
New York
$2.36M -$53.2K -97 -2%
FAB
1622
First American Bank
Illinois
$2.35M +$1.2M +2,186 +104%
DF
1623
Donoghue Forlines
Massachusetts
$2.35M +$2.35M +4,288 New
TC
1624
TFR Capital
Texas
$2.35M +$373K +681 +19%
MLA
1625
My Legacy Advisors
Oregon
$2.35M +$19.2K +35 +0.8%
63 64
65
66 67