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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
46.68%
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 %
WAG
2351
Wheelhouse Advisory Group
Missouri
$702K +$702K +1,280 New
AP
2352
Advisors Preferred
Maryland
$702K +$254K +463 +57%
ALAM
2353
Asahi Life Asset Management
Japan
$701K -$192K -351 -22%
APWA
2354
Atlas Private Wealth Advisors
New Jersey
$700K +$59.8K +109 +9%
SFA
2355
Souders Financial Advisors
Ohio
$699K +$255K +466 +58%
SF
2356
Safeguard Financial
Wisconsin
$698K -$58.6K -107 -8%
VAF
2357
Values Added Financial
District of Columbia
$697K +$28.5K +52 +4%
NP
2358
Ninepoint Partners
Ontario, Canada
$695K – – –
OPWM
2359
Oregon Pacific Wealth Management
Oregon
$693K -$4.39K -8 -0.6%
SAM
2360
Summit Asset Management
Tennessee
$693K – – –
SAM
2361
Sherman Asset Management
California
$693K -$1.1K -2 -0.2%
RS
2362
Rakuten Securities
Japan
$691K +$615K +1,122 +807%
CVM
2363
Cheviot Value Management
California
$691K +$150K +267 +28%
RRCM
2364
Rappaport Reiches Capital Management
Illinois
$688K +$73.5K +134 +12%
BF
2365
Brucke Financial
Indiana
$686K +$94.8K +173 +16%
LG
2366
LaFleur & Godfrey
Michigan
$685K – – –
CWA
2367
Consilio Wealth Advisors
Washington
$685K -$181K -331 -21%
PL
2368
Parthenon LLC
Kentucky
$681K – – –
C
2369
Covestor
United Kingdom
$681K -$31.3K -57 -4%
LCG
2370
Lakeshore Capital Group
Illinois
$680K +$7.13K +13 +1%
PCM
2371
Passive Capital Management
Maryland
$680K +$424K +773 +165%
TWM
2372
Trueblood Wealth Management
Ohio
$680K -$1.64K -3 -0.2%
MMPW
2373
Mitchell McLeod Pugh & Williams
Alabama
$680K – – –
UAML
2374
US Asset Management LLC
Pennsylvania
$679K -$2.19K -4 -0.3%
AGAM
2375
Audent Global Asset Management
California
$679K -$27.4K -50 -4%
93 94
95
96 97