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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 %
RFA
3376
Reyes Financial Architecture
California
$5.79K +$5.79K +11 New
TWD
3377
True Wealth Design
Ohio
$5.43K +$5.43K +10 New
SHF
3378
Safe Harbor Fiduciary
Florida
$5.28K – – –
MSWM
3379
Mowery & Schoenfeld Wealth Management
Illinois
$5.27K +$3.16K +6 +150%
CF
3380
Conquis Financial
California
$5.27K +$5.27K +10 New
IWP
3381
IAG Wealth Partners
Wisconsin
$5.27K +$5.27K +10 New
PP
3382
PrairieView Partners
Minnesota
$5K – – –
1IA
3383
1620 Investment Advisors
Massachusetts
$4.51K – – –
NS
3384
NBC Securities
Alabama
$4.06K -$4.67M -8,058 -100%
TFGT
3385
TS Financial Group (TSFG)
Illinois
$4K – – –
NCM
3386
Northwest Capital Management
Oregon
$3.69K -$68.5K -130 -95%
MFG
3387
Mendota Financial Group
Wisconsin
$3.69K -$1.05K -2 -22%
ACA
3388
Atlas Capital Advisors
Wyoming
$3.69K +$3.69K +7 New
FCG
3389
Financial Connections Group
California
$3K +$3K +6 New
FLP
3390
Financial Life Planners
Arizona
$2.64K +$2.64K +5 New
SMAM
3391
Sugar Maple Asset Management
Wisconsin
$2.63K +$2.63K +5 New
FWM
3392
FLP Wealth Management
Arkansas
$2.14K +$2.14K +4 New
GPFA
3393
Game Plan Financial Advisors
Ohio
$2.12K – – –
LAM
3394
Lummis Asset Management
Texas
$2.11K – – –
SR
3395
Syntax Research
Florida
$1.58K – – –
HFS
3396
Horizon Financial Services
North Carolina
$1.05K – – –
TFA
3397
Transamerica Financial Advisors
Florida
$1K -$1K -1 -50%
HCM
3398
Horrell Capital Management
Arkansas
$1K – – –
DGM
3399
Delta Global Management
New York
– -$61.8M -125,093 Closed
ATN
3400
AMF Tjänstepension
Sweden
– -$40.2M -81,384 Closed
134 135
136
137 138