MA icon

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 %
GWM
1626
Guardian Wealth Management
Illinois
$2.35M +$86.1K +157 +4%
PFT
1627
Providence First Trust
Arizona
$2.35M -$27.4K -50 -1%
IC
1628
Iconiq Capital
California
$2.35M +$446K +813 +23%
CCG
1629
Ceeto Capital Group
Florida
$2.33M – – –
CA
1630
Continuum Advisory
Idaho
$2.32M -$101K -184 -4%
BIM
1631
Baldwin Investment Management
Pennsylvania
$2.32M +$1.37M +2,507 +145%
HCA
1632
Hyperion Capital Advisors
New York
$2.32M – – –
IFS
1633
Intelligent Financial Strategies
Minnesota
$2.32M – – –
IP
1634
Ignite Planners
California
$2.32M -$4.37K -8 -0.2%
AWA
1635
Arete Wealth Advisors
Illinois
$2.31M +$86.1K +157 +4%
WIM
1636
Waverton Investment Management
United Kingdom
$2.31M -$190K -346 -8%
AWM
1637
Ameliora Wealth Management
Switzerland
$2.31M – – –
MAM
1638
Mystic Asset Management
Rhode Island
$2.31M +$1.1K +2 +0%
AIP
1639
Alapocas Investment Partners
Massachusetts
$2.3M -$95.9K -175 -4%
GITFIT
1640
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.3M -$474K -865 -17%
A
1641
AlphaQuest
New York
$2.3M +$2M +3,645 +670%
BHPW
1642
Beverly Hills Private Wealth
California
$2.3M -$21.9K -40 -0.9%
YIA
1643
YHB Investment Advisors
Connecticut
$2.28M -$69.6K -127 -3%
WIC
1644
Woodmont Investment Counsel
Tennessee
$2.28M -$75.1K -137 -3%
FAIM
1645
Financial Advocates Investment Management
Washington
$2.28M -$1.35M -2,467 -37%
FUBT
1646
First United Bank & Trust
Maryland
$2.27M -$65.8K -120 -3%
HP
1647
Hilltop Partners
Indiana
$2.27M -$75.6K -138 -3%
LCM
1648
Liberty Capital Management
Michigan
$2.27M +$66.3K +121 +3%
SRA
1649
Secured Retirement Advisors
Minnesota
$2.26M +$2.26M +4,129 New
SWA
1650
Sax Wealth Advisors
New Jersey
$2.26M +$1.24M +2,263 +121%
64 65
66
67 68