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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 %
BONH
3026
Bank of New Hampshire
New Hampshire
$242K – – –
EWA
3027
Evolution Wealth Advisors
Florida
$242K – – –
BSTWA
3028
Blake Schutter Theil Wealth Advisors
Ohio
$242K -$434K -825 -64%
HPIA
3029
Hamilton Point Investment Advisors
North Carolina
$242K +$13.2K +25 +6%
WCP
3030
Wick Capital Partners
Pennsylvania
$242K +$242K +459 New
CAS
3031
Coppell Advisory Solutions
Texas
$241K +$167K +317 +225%
CIA
3032
Cladis Investment Advisory
Montana
$241K – – –
GWM
3033
Greenwich Wealth Management
Connecticut
$241K +$2.11K +4 +0.9%
RFG
3034
REAP Financial Group
Texas
$241K -$15.3K -29 -6%
CWA
3035
Carolina Wealth Advisors
South Carolina
$240K -$141K -267 -37%
CASB
3036
Cape Ann Savings Bank
Massachusetts
$240K -$68.5K -130 -22%
CNBTD
3037
Citizens National Bank Trust Department
Mississippi
$240K – – –
SC
3038
Seldon Capital
California
$239K – – –
HA
3039
Helium Advisors
Washington
$239K +$239K +454 New
PCFFS
3040
Pacific Center for Financial Services
California
$238K – – –
AWC
3041
Abundance Wealth Counselors
Pennsylvania
$238K +$1.58K +3 +0.7%
FF
3042
Fluent Financial
Texas
$237K -$13.2K -25 -5%
APG
3043
Abacus Planning Group
South Carolina
$237K +$2.11K +4 +0.9%
VFM
3044
Vision Financial Markets
Connecticut
$237K +$237K +450 New
CWA
3045
Centennial Wealth Advisory
Michigan
$236K -$3.16K -6 -1%
VCWM
3046
Vista Cima Wealth Management
Arizona
$236K +$236K +448 New
ODG
3047
O'Dell Group
Ohio
$235K -$52.6K -100 -18%
ZI
3048
ZEGA Investments
Florida
$235K +$235K +440 New
RCM
3049
RNC Capital Management
California
$235K -$23.7K -45 -9%
GGA
3050
Granite Group Advisors
Connecticut
$234K -$6.32K -12 -3%
120 121
122
123 124