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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 %
PWPS
1726
Pinnacle Wealth Planning Services
Ohio
$1.97M +$44.4K +81 +2%
RFN
1727
RDA Financial Network
Iowa
$1.96M +$100K +183 +5%
HT
1728
Heritage Trust
Oklahoma
$1.96M +$338K +616 +21%
EFA
1729
Evernest Financial Advisors
Indiana
$1.95M -$3.84K -7 -0.2%
MC
1730
Mayar Capital
United Kingdom
$1.94M -$3.95M -7,200 -67%
SFPG
1731
Stonebridge Financial Planning Group
Florida
$1.94M -$41.7K -76 -2%
BFG
1732
Beacon Financial Group
Texas
$1.94M -$62.5K -114 -3%
WAG
1733
Wallace Advisory Group
California
$1.94M -$12.1K -23 -0.6%
JHP
1734
James Hambro & Partners
United Kingdom
$1.92M -$270K -492 -12%
CAU
1735
Caxton Associates (UK)
$1.92M +$1.92M +3,503 New
CFA
1736
Cahill Financial Advisors
Minnesota
$1.92M -$548 -1 -0%
SFG
1737
Synergy Financial Group
California
$1.92M +$14.8K +27 +0.8%
MFS
1738
Monetta Financial Services
Illinois
$1.92M – – –
BMWM
1739
Brown Miller Wealth Management
Virginia
$1.92M +$238K +434 +14%
CCFCSB
1740
Cape Cod Five Cents Savings Bank
Massachusetts
$1.91M – – –
HI
1741
Harrington Investments
California
$1.91M +$36.7K +67 +2%
LAM
1742
L2 Asset Management
Massachusetts
$1.9M +$166K +303 +10%
IGGA
1743
Iron Gate Global Advisors
Utah
$1.9M -$82.8K -151 -4%
UFF
1744
USA Financial Formulas
Michigan
$1.9M +$1.68M +3,074 +801%
MIC
1745
Means Investment Company
Maine
$1.89M +$889K +1,622 +88%
TWM
1746
Thrive Wealth Management
Pennsylvania
$1.88M -$179K -326 -9%
CCFM
1747
Clear Creek Financial Management
Washington
$1.86M -$9.87K -18 -0.5%
DFG
1748
Demars Financial Group
Washington
$1.86M +$70.3K +38,528 +4%
CL
1749
CVFG LLC
Indiana
$1.86M -$58.6K -107 -3%
CIA
1750
Cape Investment Advisory
Georgia
$1.85M -$88.2K -161 -5%
68 69
70
71 72