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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 %
LI
2951
LifeWealth Investments
Florida
$266K +$266K +506 New
WCG
2952
Weaver Consulting Group
California
$266K – – –
TL
2953
Tradewinds LLC
North Carolina
$265K +$265K +471 New
4WM
2954
49 Wealth Management
Texas
$265K +$19K +36 +8%
NCM
2955
Northside Capital Management
Oregon
$265K – – –
DDPIC
2956
Deroy & Devereaux Private Investment Counsel
Michigan
$264K -$12.6K -24 -5%
LWMNY
2957
Landmark Wealth Management (New York)
New York
$264K – – –
TB
2958
Terril Brothers
Missouri
$264K +$264K +501 New
LAM
2959
Lountzis Asset Management
Pennsylvania
$263K – – –
MCI
2960
MRP Capital Investments
Georgia
$263K – – –
1W
2961
1776 Wealth
Georgia
$263K – – –
MCP
2962
Militia Capital Partners
Nevada
$263K +$263K +500 New
DAM
2963
Doheny Asset Management
California
$263K – – –
GC
2964
Gibson Capital
Pennsylvania
$263K +$2.11K +4 +0.8%
SWM
2965
Shakespeare Wealth Management
Wisconsin
$263K +$5.79K +11 +2%
LIA
2966
LS Investment Advisors
Michigan
$262K – – –
BIG
2967
Builder Investment Group
Georgia
$261K – – –
EM
2968
ELCO Management
New York
$261K – – –
PCP
2969
Panoramic Capital Partners
Oregon
$260K +$260K +494 New
PJWM
2970
Philip James Wealth Mangement
Georgia
$260K +$42.7K +81 +20%
AA
2971
Addison Advisors
Vermont
$260K +$9.48K +18 +4%
MIC
2972
Meridian Investment Counsel
California
$259K – – –
PGWM
2973
Pitti Group Wealth Management
New York
$259K -$3.16K -6 -1%
HWA
2974
Heartwood Wealth Advisors
Virginia
$259K +$1.58K +3 +0.6%
LWA
2975
Lifelong Wealth Advisors
Minnesota
$258K +$258K +490 New
117 118
119
120 121