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Mastercard
MA

Overview Fund Activity

3,397 hedge funds and large institutions have $424B invested in Mastercard in 2024 Q4 according to their latest regulatory filings, with 439 funds opening new positions, 1,297 increasing their positions, 1,192 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,397
Holders Change
+285
Holders Change %
+9.16%
% of All Funds
45.21%
Holding in Top 10
327
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+20.66%
% of All Funds
4.35%
New
439
Increased
1,297
Reduced
1,192
Closed
92
Calls
$2.64B
Puts
$3.05B
Net Calls
-$415M
Net Calls Change
-$40.6M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$636M
2
Sanders Capital
Sanders Capital
Florida
+$617M
3
BlackRock
BlackRock
New York
+$606M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$481M
5
Goldman Sachs
Goldman Sachs
New York
+$469M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$4.19B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.74B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$1.02B
4
Capital International Investors
Capital International Investors
California
-$676M
5
Barclays
Barclays
United Kingdom
-$402M
Name Holding Trade Value Shares
Change 		Shares
Change %
1C
2526
111 Capital
France
$522K +$522K +991 New
FWA
2527
Flagship Wealth Advisors
Massachusetts
$522K +$522K +991 New
EWM
2528
Elevatus Welath Management
New York
$521K +$156K +296 +43%
FRM
2529
Fox Run Management
Connecticut
$519K +$519K +986 New
BWM
2530
Baron Wealth Management
Michigan
$518K +$23.7K +45 +5%
RIP
2531
RAM Investment Partners
Washington
$517K +$4.74K +9 +0.9%
CPA
2532
Clear Point Advisors
New York
$517K – – –
RFN
2533
Redwood Financial Network
Ohio
$516K -$5.27K -10 -1%
IF
2534
Intrua Financial
Texas
$514K -$3.16K -6 -0.6%
SWAG
2535
Spectrum Wealth Advisory Group
California
$514K -$1.05K -2 -0.2%
AIM
2536
Avity Investment Management
Connecticut
$513K – – –
WIC
2537
Wilkins Investment Counsel
Massachusetts
$513K +$513K +975 New
RA
2538
Rise Advisors
New York
$513K -$4.74K -9 -0.9%
LDB
2539
Lee, Danner & Bass
Tennessee
$512K +$526 +1 +0.1%
PDM
2540
Penn Davis McFarland
Texas
$512K -$10K -19 -2%
PA
2541
PFW Advisors
Georgia
$512K +$512K +972 New
DIM
2542
DLK Investment Management
California
$511K +$13.7K +26 +3%
AI
2543
AdvisorShares Investments
Maryland
$511K – – –
CMS
2544
Capital Market Strategies
Florida
$510K – – –
MHC
2545
May Hill Capital
Massachusetts
$509K +$509K +967 New
AHL
2546
Abel Hall LLC
Louisiana
$509K +$2.63K +5 +0.5%
CVM
2547
Cheviot Value Management
California
$508K -$4.21K -8 -0.8%
CWP
2548
Core Wealth Partners
California
$507K +$132K +251 +35%
GWCM
2549
Godshalk Welsh Capital Management
Pennsylvania
$506K – – –
RCP
2550
Rothschild Capital Partners
New York
$506K +$506K +960 New
100 101
102
103 104