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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 %
CIM
826
Chapman Investment Management
California
$10.9M +$16.9K +32 +0.2%
GQG Partners
827
GQG Partners
Florida
$10.8M – – –
HH
828
Hilltop Holdings
Texas
$10.8M +$459K +871 +4%
AMM
829
American Money Management
California
$10.8M +$2.63K +5 +0%
PIM
830
Plato Investment Management
Australia
$10.8M +$656K +1,242 +6%
CRCM
831
Crystal Rock Capital Management
Illinois
$10.7M -$145K -275 -1%
MCWS
832
McKinley Carter Wealth Services
West Virginia
$10.7M -$100K -190 -0.9%
BP
833
Ballentine Partners
Massachusetts
$10.6M +$233K +442 +2%
JSP
834
Jackson Square Partners
California
$10.6M -$559K -1,062 -5%
GIM
835
Generate Investment Management
New Zealand
$10.6M +$3.89M +7,393 +58%
CHAM
836
Clear Harbor Asset Management
Connecticut
$10.6M +$31.1K +59 +0.3%
RCWM
837
Royal Capital Wealth Management
Indiana
$10.6M +$12.6K +24 +0.1%
FTWA
838
Fifth Third Wealth Advisors
Ohio
$10.6M +$754K +1,432 +8%
BC
839
Blackhill Capital
New Jersey
$10.5M – – –
CCM
840
Conway Capital Management
California
$10.5M -$15.8K -30 -0.1%
Group One Trading
841
Group One Trading
Illinois
$10.5M -$888K -1,687 -8%
PEAK6
842
PEAK6
Illinois
$10.5M +$10.5M +19,887 New
SCM
843
Shelton Capital Management
Colorado
$10.4M -$46.3K -88 -0.4%
BFG
844
Berger Financial Group
Minnesota
$10.4M -$177K -337 -2%
TPCW
845
TD Private Client Wealth
New York
$10.4M -$171K -324 -2%
WOC
846
West Oak Capital
California
$10.4M – – –
DCM
847
Donaldson Capital Management
Indiana
$10.4M +$126K +240 +1%
CAC
848
Certified Advisory Corp
Florida
$10.3M +$8.43K +16 +0.1%
CAM
849
Cypress Asset Management
Texas
$10.3M -$151K -284 -1%
RWM
850
RKL Wealth Management
Pennsylvania
$10.3M -$219K -415 -2%
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