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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 %
SCM
676
Sterling Capital Management
North Carolina
$18.3M +$990K +1,881 +6%
MIM
677
Martin Investment Management
Florida
$18.3M -$2.39M -4,530 -12%
AF
678
Allworth Financial
California
$18.2M +$1.14M +2,160 +7%
TCM
679
Thames Capital Management
New Jersey
$18.1M – – –
SFS
680
Sowell Financial Services
Arkansas
$18.1M +$9.92M +18,841 +121%
PCIA
681
Prime Capital Investment Advisors
Kansas
$18M -$359K -682 -2%
BBI
682
Baxter Bros Inc
Connecticut
$17.9M -$51.1K -97 -0.3%
AIMC
683
Alley Investment Management Company
Illinois
$17.8M -$20K -38 -0.1%
AHC
684
Adell Harriman & Carpenter
Texas
$17.7M +$607K +1,152 +4%
DSC
685
Duncker Streett & Co
Missouri
$17.6M -$105K -199 -0.6%
TF
686
Threadgill Financial
Texas
$17.5M +$20.5K +39 +0.1%
N
687
Natixis
France
$17.4M -$15.6M -29,662 -47%
P
688
&Partners
Tennessee
$17.4M +$7.27M +13,923 +72%
ERIM
689
Eagle Ridge Investment Management
Connecticut
$17.3M -$66.9K -127 -0.4%
OA
690
Oak Associates
Ohio
$17.3M – – –
Wolverine Trading
691
Wolverine Trading
Illinois
$17.2M +$11.5M +21,850 +202%
AWM
692
Apollon Wealth Management
South Carolina
$17.1M +$3.38M +6,422 +25%
HFS
693
Haverford Financial Services
Pennsylvania
$17M +$56.3K +107 +0.3%
WT
694
Whittier Trust
California
$17M +$409K +777 +2%
SLI
695
Sumitomo Life Insurance
Japan
$17M +$2.3M +4,377 +16%
KFC
696
Klingenstein Fields & Co
New York
$17M -$136K -258 -0.8%
Jones Financial Companies
697
Jones Financial Companies
Missouri
$16.8M +$5.61M +10,651 +50%
CAM
698
Congress Asset Management
Massachusetts
$16.7M -$519K -986 -3%
JHA
699
Jackson Hill Advisors
Texas
$16.6M -$527K -1,000 -3%
WSCM
700
Wellington Shields Capital Management
New York
$16.5M – – –
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