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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 %
LRIA
2701
Leonard Rickey Investment Advisors
Washington
$402K -$6.32K -12 -2%
CSC
2702
Caldwell Sutter Capital
California
$400K – – –
GFPC
2703
Global Financial Private Client
Florida
$400K +$6.85K +13 +2%
FFG
2704
First Financial Group
North Carolina
$400K +$400K +759 New
TCM
2705
Traynor Capital Management
Pennsylvania
$399K +$154K +292 +63%
GAM
2706
Gemmer Asset Management
California
$399K -$136K -259 -25%
ST
2707
Sentinel Trust
Texas
$395K +$395K +751 New
WPC
2708
Waters Parkerson & Co
Louisiana
$395K -$52.7K -100 -12%
MIM
2709
Merrion Investment Management
New Jersey
$395K – – –
OWA
2710
Octavia Wealth Advisors
Ohio
$394K -$26.3K -50 -6%
GA
2711
GSG Advisors
New Jersey
$394K -$6.32K -12 -2%
TPBG
2712
Turning Point Benefit Group
Maryland
$393K +$393K +779 New
MAG
2713
Mayfair Advisory Group
Alabama
$392K -$2.63K -5 -0.7%
DWM
2714
DecisionMap Wealth Management
Virginia
$391K +$391K +742 New
CF
2715
Claris Financial
Virginia
$390K +$390K +740 New
WHCI
2716
W.H. Cornerstone Investments
Massachusetts
$390K – – –
HCA
2717
Horan Capital Advisors
Ohio
$389K – – –
SIAG
2718
Safeguard Investment Advisory Group
California
$389K +$53.2K +101 +16%
VAM
2719
Verity Asset Management
North Carolina
$389K +$7.9K +15 +2%
FFA
2720
Fi3 Financial Advisors
Indiana
$388K +$10K +19 +3%
CG
2721
Cynosure Group
Utah
$387K -$394K -748 -50%
CCA
2722
Covey Capital Advisors
Georgia
$387K – – –
BCM
2723
Bienville Capital Management
New York
$387K – – –
FA
2724
Fountainhead AM
New Jersey
$386K +$110K +209 +40%
FB
2725
First Bancorp
Maine
$385K -$2.11K -4 -0.5%
107 108
109
110 111