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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 %
MPWT
1101
MassMutual Private Wealth & Trust
Connecticut
$5.88M +$71.6K +136 +1%
FFP
1102
FourThought Financial Partners
Florida
$5.87M +$27.4K +52 +0.5%
GSPF
1103
Grafton Street Partners Fund
Florida
$5.87M – – –
KWM
1104
Keebeck Wealth Management
Illinois
$5.87M -$23.7K -45 -0.4%
1SB
1105
1ST Source Bank
Indiana
$5.87M -$65.8K -125 -1%
BL
1106
BFSG LLC
California
$5.87M +$36.3K +69 +0.6%
BCFD
1107
Boit C.F. David
$5.87M – – –
SF
1108
Summit Financial
New Jersey
$5.86M +$877K +1,665 +18%
YAM
1109
Yacktman Asset Management
Texas
$5.86M – – –
SG
1110
StoneX Group
New York
$5.85M +$2.47M +4,682 +73%
NED
1111
Nancy E. Dempze
$5.82M -$17.9K -34 -0.3%
PAG
1112
Private Advisory Group
Washington
$5.81M +$661K +1,256 +13%
FCM
1113
Fortis Capital Management
Washington
$5.8M +$26.3K +50 +0.5%
AWA
1114
Arkadios Wealth Advisors
Georgia
$5.8M -$318K -604 -5%
AF
1115
Alerus Financial
North Dakota
$5.77M +$1.3M +2,474 +29%
KHLMTHM
1116
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.77M – – –
CIM
1117
Chiron Investment Management
New York
$5.76M +$4.16M +7,896 +260%
PWM
1118
Peterson Wealth Management
Nevada
$5.75M +$83.2K +158 +1%
AIM
1119
Alphinity Investment Management
Australia
$5.75M +$1.35M +2,564 +31%
NI
1120
Natural Investments
California
$5.74M +$5.74M +10,906 New
LSAG
1121
Lake Street Advisors Group
New Hampshire
$5.72M +$51.6K +98 +0.9%
JWM
1122
Jupiter Wealth Management
Colorado
$5.72M +$210K +399 +4%
TAMH
1123
Taikang Asset Management (HK)
Hong Kong
$5.71M -$5.71M -10,848 -50%
BCM
1124
Berbice Capital Management
New York
$5.7M +$5.7M +10,832 New
SPC
1125
Spirepoint Private Client
Florida
$5.7M +$289K +549 +5%
43 44
45
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