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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 %
OA
701
Oxbow Advisors
Texas
$16.5M +$1.96M +3,721 +14%
JWM
702
Jackson Wealth Management
Florida
$16.4M +$79.5K +151 +0.5%
AUB
703
Atlantic Union Bankshares
Virginia
$16.4M +$158K +300 +1%
FB
704
Fulton Bank
Pennsylvania
$16.4M -$140K -265 -0.8%
WAS
705
Wesleyan Assurance Society
United Kingdom
$16.3M +$3.26M +6,180 +25%
AG
706
AIA Group
Hong Kong
$16.2M +$1.49M +2,838 +10%
MJP
707
Michael J. Puzo
$16.1M -$512K -973 -3%
VI
708
Vestcor Inc
New Brunswick, Canada
$16.1M +$545K +1,035 +3%
FIA
709
Foundations Investment Advisors
Arizona
$16.1M +$2.72M +5,171 +20%
PS
710
Principal Securities
Iowa
$16.1M +$1.5M +2,851 +10%
EW
711
Evoke Wealth
California
$16.1M -$492K -934 -3%
DADC
712
D.A. Davidson & Co
Montana
$16.1M -$185K -351 -1%
AA
713
Ancora Advisors
Ohio
$16M -$64.8K -123 -0.4%
CA
714
Claar Advisors
New York
$15.9M – – –
FCH
715
Freestone Capital Holdings
Washington
$15.8M +$61.6K +117 +0.4%
VVP
716
Venture Visionary Partners
Ohio
$15.8M -$509K -967 -3%
AWAG
717
ARS Wealth Advisors Group
Florida
$15.8M -$14.7K -28 -0.1%
Twin Tree Management
718
Twin Tree Management
Texas
$15.8M +$7.17M +13,620 +83%
GAM
719
Gotham Asset Management
New York
$15.7M -$1.53M -2,907 -9%
DF
720
DNCA Finance
France
$15.7M +$8.21M +15,600 +109%
BFA
721
Bragg Financial Advisors
North Carolina
$15.6M -$586K -1,112 -4%
First Manhattan
722
First Manhattan
New York
$15.6M +$3.1M +4,810 +25%
FC
723
Fulcrum Capital
Washington
$15.6M +$71.6K +136 +0.5%
BIC
724
Beach Investment Counsel
Pennsylvania
$15.6M -$159K -302 -1%
TW
725
TritonPoint Wealth
Maryland
$15.5M -$362K -687 -2%
27 28
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