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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 %
NAM
926
Nutshell Asset Management
United Kingdom
$8.56M +$8.56M +16,264 New
OAM
927
Ostrum Asset Management
France
$8.55M +$2.63M +4,999 +45%
MMA
928
Mizuho Markets Americas
New York
$8.53M -$16.7M -31,633 -66%
BWP
929
Burling Wealth Partners
Illinois
$8.52M +$8.52M +16,175 New
MAS
930
Meeder Advisory Services
Ohio
$8.51M +$131K +248 +2%
TF
931
Talbot Financial
Washington
$8.48M -$80K -152 -0.9%
OCAM
932
Onex Canada Asset Management
Ontario, Canada
$8.48M -$52.7K -100 -0.6%
LOAME
933
Lombard Odier Asset Management (Europe)
United Kingdom
$8.46M -$421K -800 -5%
AWM
934
Affinity Wealth Management
Delaware
$8.44M +$187K +356 +2%
SIG
935
Stonegate Investment Group
Alabama
$8.44M +$66.9K +127 +0.8%
CUAMC
936
China Universal Asset Management Company
China
$8.39M +$580K +1,101 +7%
PNAA
937
Pictet North America Advisors
Switzerland
$8.33M +$176K +335 +2%
IA
938
IFP Advisors
Florida
$8.32M -$14.2K -27 -0.2%
LFAS
939
Level Four Advisory Services
Texas
$8.31M +$291K +552 +4%
SC
940
Saybrook Capital
North Carolina
$8.3M -$205K -390 -2%
TW
941
Transform Wealth
Colorado
$8.26M +$322K +611 +4%
APTFM
942
AGUR Provident & Training Funds Management
Israel
$8.26M -$2.32M -4,400 -22%
ACM
943
Ayrshire Capital Management
Connecticut
$8.25M +$159K +302 +2%
GL
944
Graypoint LLC
New York
$8.22M +$20K +38 +0.2%
TYCC
945
Texas Yale Capital Corp
Florida
$8.21M -$72.1K -137 -0.9%
LWM
946
Lyell Wealth Management
California
$8.2M +$271K +515 +3%
PWMAG
947
Pinnacle Wealth Management Advisory Group
New Jersey
$8.2M -$110K -208 -1%
CWM
948
CMH Wealth Management
New Hampshire
$8.2M -$10K -19 -0.1%
ISL
949
Ingalls & Snyder LLC
New York
$8.19M +$272K +517 +3%
CCM
950
Condor Capital Management
New Jersey
$8.17M -$132K -250 -2%
36 37
38
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