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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 %
CIA
901
Concurrent Investment Advisors
Florida
$9.08M -$365K -693 -4%
GAM
902
Groupama Asset Management
France
$9.08M -$1.38M -2,625 -13%
WIC
903
Willis Investment Counsel
Georgia
$9.03M +$147K +280 +2%
USCWA
904
U.S. Capital Wealth Advisors
Texas
$9.01M +$1.03M +1,961 +13%
PAM
905
Pegasus Asset Management
New York
$9.01M -$49.5K -94 -0.5%
LW
906
Linscomb Wealth
Texas
$8.88M +$210K +398 +2%
KWMG
907
King Wealth Management Group
Florida
$8.88M +$163K +309 +2%
CFO
908
Callan Family Office
Pennsylvania
$8.86M +$7.47M +14,189 +538%
SH
909
SeaTown Holdings
Singapore
$8.85M -$4.12M -7,830 -32%
CK
910
Cohen Klingenstein
New York
$8.85M -$5.27M -10,000 -37%
LFM
911
LGT Fund Management
Liechtenstein
$8.83M -$279K -529 -3%
SW
912
SlateStone Wealth
Florida
$8.82M +$42.7K +81 +0.5%
PWS
913
Peloton Wealth Strategists
Indiana
$8.82M -$89.5K -170 -1%
VT
914
Vise Technologies
New York
$8.8M +$3.43M +6,519 +64%
WAC
915
William Allan Corp
Colorado
$8.8M -$25.8K -49 -0.3%
HWAM
916
Hennion & Walsh Asset Management
New Jersey
$8.79M +$1.29M +2,452 +17%
HA
917
Herold Advisors
New York
$8.79M -$309K -586 -3%
BHWM
918
Bar Harbor Wealth Management
New Hampshire
$8.75M +$143K +271 +2%
IAIM
919
International Assets Investment Management
Florida
$8.73M -$4.19B -8,025,040 -100%
P
920
Pitcairn
Pennsylvania
$8.71M +$30.5K +58 +0.4%
VSQM
921
V-Square Quantitative Management
Illinois
$8.7M +$380K +722 +5%
CFG
922
Cambridge Financial Group
Ohio
$8.69M +$8.69M +16,499 New
CNBT
923
Canandaigua National Bank & Trust
New York
$8.69M -$303K -575 -3%
MCM
924
Mitchell Capital Management
Kansas
$8.69M +$63.2K +120 +0.7%
LG
925
Leuthold Group
Minnesota
$8.67M -$296K -563 -3%
35 36
37
38 39