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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 %
FCBT
726
First Citizens Bank & Trust
North Carolina
$15.5M -$4.63M -8,799 -23%
SAM
727
Sawgrass Asset Management
Florida
$15.4M -$951K -1,806 -6%
KHLMVGHM
728
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$15.3M – – –
EGM
729
Engineers Gate Manager
New York
$15.2M -$6.29M -11,938 -29%
SWK
730
Stephen W. Kidder
$15M -$148K -281 -1%
EF
731
Empirical Finance
Pennsylvania
$15M -$210K -398 -1%
SWP
732
Stratos Wealth Partners
Ohio
$15M +$90K +171 +0.6%
DT
733
Diversified Trust
Tennessee
$15M +$3.4M +6,456 +29%
SC
734
Scholtz & Company
Connecticut
$15M +$23.2K +44 +0.2%
CG
735
Caprock Group
Idaho
$14.9M +$1.41M +2,679 +10%
AMI
736
Amica Mutual Insurance
Rhode Island
$14.8M -$878K -1,667 -6%
GT
737
Greenleaf Trust
Michigan
$14.8M +$232K +441 +2%
TFA
738
Toth Financial Advisory
Virginia
$14.8M +$92.2K +175 +0.6%
GLAM
739
Gardner Lewis Asset Management
Pennsylvania
$14.8M -$74.2K -141 -0.5%
CCM
740
Coldstream Capital Management
Washington
$14.7M +$230K +436 +2%
PFM
741
Premier Fund Managers
United Kingdom
$14.6M -$158K -300 -1%
ATC
742
Argent Trust Co
Tennessee
$14.6M +$56.3K +107 +0.4%
CPIM
743
Coalescence Partners Investment Management
New York
$14.5M – – –
ADEF
744
Adams Diversified Equity Fund
Maryland
$14.5M -$1.58M -3,000 -10%
BHCM
745
Brevan Howard Capital Management
Jersey
$14.4M +$7.76M +14,735 +117%
HIP
746
HUB Investment Partners
Texas
$14.3M -$133K -252 -0.9%
IAA
747
Independent Advisor Alliance
North Carolina
$14.3M +$666K +1,265 +5%
BCP
748
Bluegrass Capital Partners
Florida
$14.2M -$2.63M -5,000 -16%
EAMA
749
EFG Asset Management (Americas)
Florida
$14.2M -$134K -255 -0.9%
SFI
750
Siemens Fonds Invest
Germany
$14.1M +$1.53M +2,912 +12%
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