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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 %
CWP
1701
Curated Wealth Partners
California
$2.05M +$45.5K +83 +2%
V
1702
VeraBank
Texas
$2.04M -$11K -20 -0.5%
GVAG
1703
Great Valley Advisor Group
Delaware
$2.03M +$93.7K +171 +5%
HS
1704
HighVista Strategies
Massachusetts
$2.03M +$2.03M +3,700 New
FAM
1705
Formidable Asset Management
Ohio
$2.02M -$20.3K -37 -1%
AIC
1706
Archer Investment Corporation
Indiana
$2.01M +$34K +62 +2%
BPAMU
1707
BTG Pactual Asset Management US
New York
$2.01M -$1.85M -3,373 -48%
BFS
1708
Bard Financial Services
Connecticut
$2.01M -$348K -635 -15%
CFP
1709
Catalyst Financial Partners
Massachusetts
$2.01M +$216K +394 +12%
RA
1710
Ransom Advisory
Rhode Island
$2.01M +$2.01M +3,659 New
GCM
1711
Gladius Capital Management
Illinois
$2M -$445K -812 -18%
NF
1712
Nikulski Financial
Iowa
$2M -$34K -62 -2%
TSMHT
1713
Thurston Springer Miller Herd & Titak
Indiana
$2M +$410K +747 +26%
WP
1714
WealthShield Partners
North Carolina
$2M +$2M +3,641 New
APGDR
1715
Absoluto Partners Gestao de Recursos
Brazil
$2M +$128K +233 +7%
VA
1716
Valmark Advisers
Ohio
$1.99M -$79.5K -145 -4%
AWM
1717
Aprio Wealth Management
Georgia
$1.99M +$370K +675 +23%
GWS
1718
Greykasell Wealth Strategies
California
$1.99M -$19.2K -35 -1%
TPW
1719
Transatlantique Private Wealth
New York
$1.99M -$7.67K -14 -0.4%
BBA
1720
BLB&B Advisors
Pennsylvania
$1.98M -$157K -287 -7%
RWP
1721
Revolve Wealth Partners
New Jersey
$1.97M +$87.7K +160 +5%
PIA
1722
Prakash Investment Advisors
Massachusetts
$1.97M -$54.8K -100 -3%
DF
1723
Dunhill Financial
United Kingdom
$1.97M +$1.43M +2,606 +262%
MC
1724
Middleton & Co
Massachusetts
$1.97M -$27.4K -50 -1%
OFW
1725
Omnia Family Wealth
Florida
$1.97M +$133K +243 +7%
67 68
69
70 71