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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 %
LF
2451
LifeSteps Financial
California
$610K +$30.1K +55 +5%
WP
2452
Westmount Partners
California
$609K -$8.77K -16 -1%
WHC
2453
Wulff, Hansen & Co
California
$608K +$19.2K +35 +3%
WHG
2454
Westwood Holdings Group
Texas
$608K -$1.1K -2 -0.2%
BSSFA
2455
Baron Silver Stevens Financial Advisors
Florida
$605K – – –
EWA
2456
ERTS Wealth Advisors
Michigan
$605K -$49.3K -90 -8%
SAM
2457
Sompo Asset Management
Japan
$603K -$49.3K -90 -8%
PA
2458
Prism Advisors
California
$603K – – –
CPWA
2459
Cerro Pacific Wealth Advisors
California
$603K +$6.85K +13 +1%
BW
2460
BIP Wealth
Georgia
$602K -$3.84K -7 -0.6%
BTD
2461
BankPlus Trust Department
Mississippi
$601K +$78.9K +144 +15%
GC
2462
GFG Capital
Florida
$600K -$101K -185 -14%
EFG
2463
Embree Financial Group
Illinois
$599K +$34K +62 +6%
WSC
2464
Wellington Shields & Co
New York
$599K +$55.9K +102 +10%
ACP
2465
Arcus Capital Partners
Georgia
$596K -$54.8K -100 -8%
WCWM
2466
Willow Creek Wealth Management
California
$595K +$548 +1 +0.1%
LBC
2467
Lowe Brockenbrough & Co
Virginia
$595K +$3.29K +6 +0.6%
FFM
2468
Flagstone Financial Management
Nebraska
$595K – – –
BBNB
2469
Baker Boyer National Bank
Washington
$595K – – –
HVIA
2470
Hudson Valley Investment Advisors
New York
$594K – – –
MWM
2471
Maripau Wealth Management
Indiana
$593K +$375K +685 +173%
NAMNJ
2472
NorthStar Asset Management (New Jersey)
New Jersey
$591K +$548 +1 +0.1%
GCM
2473
Generation Capital Management
New York
$590K +$548 +1 +0.1%
CCWM
2474
Cassaday & Co Wealth Management
Virginia
$589K -$6.03K -11 -1%
NFSG
2475
Newbridge Financial Services Group
Florida
$589K +$22.5K +41 +4%
97 98
99
100 101