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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
801
Silvant Capital Management
Georgia
$12M -$373K -708 -3%
CWM
802
Congress Wealth Management
Massachusetts
$12M -$6.73M -12,788 -36%
JEST
803
JTC Employer Solutions Trustee
Jersey
$12M +$2.63M +5,006 +28%
FA
804
Fagan Associates
New York
$11.9M -$247K -470 -2%
MIP
805
Marietta Investment Partners
Wisconsin
$11.8M +$37.9K +72 +0.3%
JIR
806
James Investment Research
Ohio
$11.7M -$236K -448 -2%
BG
807
BDF Gestion
France
$11.7M -$1.52M -2,885 -11%
GP
808
Guardian Partners
Canada
$11.7M +$11.7M +22,598 New
EAM
809
EULAV Asset Management
Florida
$11.6M -$12.6M -24,000 -52%
CTC (Chicago Trading Company)
810
CTC (Chicago Trading Company)
Illinois
$11.6M +$947K +1,798 +9%
KCM
811
Kornitzer Capital Management
Kansas
$11.6M +$443K +841 +4%
SW
812
Solidarity Wealth
Utah
$11.5M +$678K +1,287 +6%
XI
813
XXEC Inc
Oklahoma
$11.5M -$297K -564 -3%
S
814
SignatureFD
Georgia
$11.4M +$264K +501 +2%
KAS
815
Kemnay Advisory Services
New York
$11.4M +$11.4M +21,575 New
LPT
816
Legacy Private Trust
Wisconsin
$11.3M +$17.4K +33 +0.2%
BRM
817
Boston Research & Management
Massachusetts
$11.2M -$84.2K -160 -0.7%
WIA
818
World Investment Advisors
California
$11.2M +$1.45M +2,761 +15%
MFG
819
Merit Financial Group
Georgia
$11.2M +$2.33M +4,434 +26%
FIM
820
Fruth Investment Management
Texas
$11.1M – – –
BONST
821
Bank of Nova Scotia Trust
Ontario, Canada
$11.1M -$633K -1,203 -5%
BCM
822
Brasada Capital Management
Texas
$11M -$404K -800 -4%
ZDA
823
Zweig-DiMenna Associates
New York
$11M -$527K -1,000 -5%
SFA
824
Sequoia Financial Advisors
Ohio
$10.9M +$1.21M +2,298 +12%
SC
825
Savant Capital
Illinois
$10.9M +$99K +188 +0.9%
31 32
33
34 35