MA icon

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 %
WWA
1026
WCG Wealth Advisors
Nevada
$6.97M +$216K +410 +3%
FRA
1027
Frank Rimerman Advisors
California
$6.94M +$79K +150 +1%
GM
1028
GeoWealth Management
Illinois
$6.92M +$777K +1,476 +13%
HZ
1029
Hixon Zuercher
Ohio
$6.92M +$131K +249 +2%
MPWS
1030
McCarter Private Wealth Services
Massachusetts
$6.89M -$224K -425 -3%
SIA
1031
SGL Investment Advisors
Montana
$6.88M +$234K +415 +4%
TFS
1032
Thoroughbred Financial Services
Tennessee
$6.86M +$38.4K +73 +0.6%
SSA
1033
South Street Advisors
New York
$6.85M -$1.57M -2,976 -19%
SEEDPG
1034
S.E.E.D. Planning Group
New York
$6.85M -$512K -972 -7%
AFCM
1035
Alta Fox Capital Management
Texas
$6.85M – – –
IPGDR
1036
Investidor Profissional Gestao de Recursos
Brazil
$6.84M -$4.58M -8,700 -40%
LHC
1037
Little House Capital
Massachusetts
$6.84M -$107K -203 -2%
LIM
1038
Leavell Investment Management
Alabama
$6.84M -$138K -262 -2%
GP
1039
Geneva Partners
Wisconsin
$6.82M +$932K +1,769 +16%
CIP
1040
Capital Insight Partners
Arizona
$6.81M +$227K +431 +3%
ClearBridge Investments
1041
ClearBridge Investments
New York
$6.8M +$7.37K +14 +0.1%
MG
1042
McHugh Group
Ohio
$6.78M +$6.78M +12,882 New
IWA
1043
Icon Wealth Advisors
Texas
$6.75M -$14.2K -27 -0.2%
RA
1044
RFG Advisory
Alabama
$6.74M +$475K +902 +8%
COI
1045
Connable Office Inc
Michigan
$6.74M -$189K -358 -3%
DWM
1046
Dakota Wealth Management
Florida
$6.73M +$43.7K +83 +0.7%
DA
1047
Denali Advisors
California
$6.72M +$2.87M +5,448 +75%
FNBOO
1048
First National Bank of Omaha
Nebraska
$6.71M -$425K -808 -6%
KOCAA
1049
Knights of Columbus Asset Advisors
Connecticut
$6.68M +$264K +501 +4%
PA
1050
Profund Advisors
Maryland
$6.67M -$76.9K -146 -1%
40 41
42
43 44