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Mastercard
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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 %
SC
1651
Sierra Capital
Florida
$2.25M -$812K -1,481 -27%
VF
1652
Virtu Financial
New York
$2.25M +$2.25M +4,100 New
LFG
1653
Larson Financial Group
Missouri
$2.24M +$1.01M +1,846 +82%
AWMT
1654
AAFMAA Wealth Management & Trust
North Carolina
$2.24M -$161K -294 -7%
KLI
1655
Kelman-Lazarov Inc
Tennessee
$2.23M +$3.84K +7 +0.2%
MFGM
1656
Marshall Financial Group (Maryland)
Maryland
$2.22M +$30.7K +56 +1%
AA
1657
Altman Advisors
Illinois
$2.22M +$31.8K +58 +1%
PCOTEOTHU
1658
Provident Company of the Employees of the Hebrew University
Israel
$2.22M – – –
AA
1659
Alta Advisers
United Kingdom
$2.22M +$713K +1,300 +47%
MTC
1660
McDaniel Terry & Co
Texas
$2.21M – – –
RIA
1661
Richwood Investment Advisors
Ohio
$2.2M -$8.22K -15 -0.4%
BCM
1662
Barden Capital Management
Texas
$2.2M +$548 +1 +0%
HI
1663
Horizon Investments
North Carolina
$2.2M +$242K +443 +12%
AO
1664
Advisor OS
Illinois
$2.19M +$491K +895 +29%
PGIM
1665
Pacific Global Investment Management
California
$2.18M -$69.1K -126 -3%
MSFS
1666
Main Street Financial Solutions
Pennsylvania
$2.18M +$571K +1,041 +35%
RMC
1667
Resources Management Corp
Connecticut
$2.18M -$82.2K -150 -4%
AG
1668
Algert Global
California
$2.17M +$254K +464 +13%
APA
1669
Astoria Portfolio Advisors
New York
$2.16M +$1.29M +2,442 +149%
CCMG
1670
Clark Capital Management Group
Pennsylvania
$2.15M +$208K +379 +11%
LCC
1671
Lincoln Capital Corp
Rhode Island
$2.15M +$52.6K +96 +3%
FMLI
1672
Fukoku Mutual Life Insurance
Japan
$2.15M -$32.9K -60 -2%
EFS
1673
Essex Financial Services
Connecticut
$2.14M -$80K -146 -4%
KIA
1674
KCM Investment Advisors
California
$2.14M +$30.2K +55 +1%
CRWM
1675
Castle Rock Wealth Management
California
$2.14M -$527K -962 -20%
65 66
67
68 69