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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 %
RA
3126
Rodgers & Associates
Pennsylvania
$210K +$210K +398 New
KFSC
3127
Keystone Financial Services (Colorado)
Colorado
$210K +$210K +398 New
CC
3128
Centiva Capital
New York
$210K +$37.9K +72 +22%
UWM
3129
USAdvisors Wealth Management
Minnesota
$209K +$209K +397 New
MWM
3130
Maripau Wealth Management
Indiana
$209K +$209K +397 New
AFA
3131
American Financial Advisors
Georgia
$208K +$208K +395 New
FNWM
3132
Financial Network Wealth Management
Utah
$208K +$208K +396 New
SW
3133
Schulz Wealth
Texas
$208K +$208K +395 New
CICI
3134
Capital Investment Counsel Inc
North Carolina
$207K +$207K +394 New
HIS
3135
Horizon Investment Services
Indiana
$207K +$207K +394 New
TAM
3136
TCP Asset Management
Ohio
$207K +$207K +394 New
VNA
3137
Valley National Advisers
Pennsylvania
$207K +$107K +204 +107%
AA
3138
Alesco Advisors
New York
$207K +$207K +393 New
HCM
3139
Hutchinson Capital Management
California
$207K +$207K +393 New
HFS
3140
Hopwood Financial Services
Virginia
$206K +$206K +392 New
MWM
3141
Momentous Wealth Management
Washington
$205K +$205K +390 New
IIC
3142
Integrated Investment Consultants
Michigan
$205K +$205K +390 New
RA
3143
Resolute Advisors
California
$205K +$205K +390 New
GRA
3144
Golden Road Advisors
Florida
$205K +$205K +389 New
TCM
3145
Tandem Capital Management
New Jersey
$205K +$205K +389 New
SFWC
3146
Strategic Family Wealth Counselors
New Jersey
$205K +$205K +389 New
GCWM
3147
Guided Capital Wealth Management
Texas
$204K +$204K +388 New
SKK
3148
Shepherd Kaplan Krochuk
Massachusetts
$204K +$204K +388 New
CWA
3149
CogentBlue Wealth Advisors
Tennessee
$204K +$204K +388 New
AFP
3150
Alpha Financial Partners
Kentucky
$204K +$204K +388 New
124 125
126
127 128