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 %
CPBTD
1126
Central Pacific Bank - Trust Division
Hawaii
$5.69M -$348K -660 -6%
LA
1127
Legacy Advisors
Pennsylvania
$5.68M +$286K +544 +5%
SLG
1128
Stanley-Laman Group
Pennsylvania
$5.67M -$569K -1,080 -9%
JIP
1129
Jaffetilchin Investment Partners
Florida
$5.66M +$171K +324 +3%
MC
1130
Mayar Capital
United Kingdom
$5.66M -$771K -1,464 -12%
NAAA
1131
New Age Alpha Advisors
New York
$5.65M +$5.63M +10,696 +26,740%
FMWA
1132
Forvis Mazars Wealth Advisors
Missouri
$5.65M -$186K -354 -3%
KIG
1133
Kennedy Investment Group
New Jersey
$5.64M +$3.69K +7 +0.1%
RFA
1134
ROI Financial Advisors
Oregon
$5.63M +$25.8K +49 +0.5%
ACA
1135
Aptus Capital Advisors
Alabama
$5.63M +$2.09M +3,962 +59%
ONB
1136
Old National Bancorp
Indiana
$5.63M +$193K +366 +4%
SLWA
1137
San Luis Wealth Advisors
California
$5.63M +$739K +1,404 +15%
QI
1138
Qtron Investments
Massachusetts
$5.62M -$361K -685 -6%
AWM
1139
Avior Wealth Management
Nebraska
$5.61M -$725K -1,377 -11%
IAS
1140
Insigneo Advisory Services
Florida
$5.59M -$967K -1,836 -15%
OCM
1141
One Capital Management
California
$5.59M -$669K -1,270 -11%
AWP
1142
Ascent Wealth Partners
New York
$5.58M +$364K +692 +7%
SFI
1143
Susquehanna Fundamental Investments
Pennsylvania
$5.57M +$5.57M +10,569 New
MWM
1144
Modera Wealth Management
New Jersey
$5.55M +$10.5K +20 +0.2%
AFC
1145
AFT Forsyth & Company
Florida
$5.53M -$75.3K -143 -1%
RIM
1146
Reliant Investment Management
Tennessee
$5.53M +$134K +255 +2%
AAM
1147
Azzad Asset Management
Virginia
$5.52M +$46.9K +89 +0.9%
SIA
1148
Soltis Investment Advisors
Utah
$5.51M -$2.08M -3,949 -27%
O
1149
Ossiam
France
$5.51M +$4.99M +9,478 +962%
IWM
1150
IHT Wealth Management
Illinois
$5.51M -$788K -1,496 -13%
44 45
46
47 48