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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 %
CFGS
876
Concourse Financial Group Securities
Alabama
$9.68M -$249K -472 -3%
HCA
877
Harbor Capital Advisors
Illinois
$9.66M +$231K +438 +2%
UHC
878
Union Heritage Capital
Michigan
$9.66M – – –
NIM
879
Northeast Investment Management
Massachusetts
$9.62M -$556K -1,055 -5%
MMA
880
Miracle Mile Advisors
California
$9.6M +$5.39M +10,240 +128%
PFS
881
Physicians Financial Services
North Carolina
$9.59M +$158K +300 +2%
STA
882
Summit Trail Advisors
New York
$9.58M +$981K +1,863 +11%
CIM
883
Contravisory Investment Management
Massachusetts
$9.56M -$40K -76 -0.4%
HR
884
Howe & Rusling
New York
$9.56M +$636K +1,207 +7%
SGI
885
Summit Global Investments
Utah
$9.54M -$2.69M -5,111 -22%
GCM
886
Greenland Capital Management
New York
$9.52M +$836K +1,588 +10%
RWM
887
Ritholtz Wealth Management
New York
$9.48M +$348K +660 +4%
BBA
888
Baader Bank Aktiengesellschaft
Germany
$9.46M -$2.29M -4,351 -19%
BP
889
Broadleaf Partners
Ohio
$9.42M -$121K -230 -1%
NFGCM
890
Norman Fields Gottscho Capital Management
New York
$9.39M – – –
DAS
891
Dynamic Advisor Solutions
Arizona
$9.38M -$652K -1,239 -7%
MOS
892
MGO One Seven
Ohio
$9.35M +$1.55M +2,940 +20%
FG
893
Fiduciary Group
Georgia
$9.35M -$27.9K -53 -0.3%
CT
894
Coastline Trust
Rhode Island
$9.32M -$147K -279 -2%
IIC
895
Ironwood Investment Counsel
Arizona
$9.28M -$260K -493 -3%
TPA
896
Trivium Point Advisory
Connecticut
$9.25M +$974K +1,850 +12%
DRD
897
Dennis R. Delaney
$9.22M -$10.5K -20 -0.1%
HBT
898
Hills Bank & Trust
Iowa
$9.15M +$18.4K +35 +0.2%
GIC
899
Generali Investments CEE
Czech Republic
$9.14M +$9.14M +17,350 New
WCM
900
Wisconsin Capital Management
Wisconsin
$9.11M -$612K -1,162 -6%
34 35
36
37 38