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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 %
PJSIMP
1276
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.37M -$28.4K -54 -0.6%
MSK
1277
Melissa S. Kampmann
$4.37M -$408K -775 -9%
SC
1278
Stance Capital
Massachusetts
$4.36M +$4.36M +8,287 New
LWL
1279
Leo Wealth LLC
Texas
$4.36M +$667K +1,266 +18%
SF
1280
Symphony Financial
Texas
$4.34M +$80.8K +153 +2%
HCM
1281
Harvey Capital Management
Florida
$4.32M – – –
JSC
1282
Jackson Square Capital
California
$4.32M +$1.61M +3,056 +59%
NW
1283
Naviter Wealth
Arkansas
$4.31M +$709K +1,347 +20%
CNC
1284
Citizens & Northern Corp
Pennsylvania
$4.3M -$134K -254 -3%
HCMT
1285
Highland Capital Management (Tennessee)
Tennessee
$4.28M +$1.94M +3,690 +83%
TW
1286
TrinityPoint Wealth
Connecticut
$4.27M -$22.6K -43 -0.5%
TBT
1287
Texas Bank & Trust
Texas
$4.26M +$4.26M +8,099 New
BG
1288
Bahl & Gaynor
Ohio
$4.25M -$81.1K -154 -2%
JWM
1289
JPL Wealth Management
Colorado
$4.24M +$4.24M +8,055 New
BCM
1290
Brookstone Capital Management
Illinois
$4.24M -$181K -344 -4%
GSB
1291
Greenfield Savings Bank
Massachusetts
$4.23M -$63.2K -120 -1%
IC
1292
Inkwell Capital
Florida
$4.22M +$4.22M +8,022 New
ST
1293
Smithfield Trust
Pennsylvania
$4.22M +$164K +310 +4%
PBT
1294
Pictet Bank & Trust
Bahamas
$4.21M – – –
CST
1295
Charles Schwab Trust
Nevada
$4.2M +$95.8K +182 +2%
RCAG
1296
Rehmann Capital Advisory Group
Michigan
$4.19M +$14.2K +27 +0.3%
FBT
1297
First Bank & Trust
South Dakota
$4.18M +$65.8K +125 +2%
GA
1298
Geller Advisors
New York
$4.17M -$19K -36 -0.5%
BOC
1299
Barbara Oil Co
Illinois
$4.15M – – –
SS
1300
SBI Securities
Japan
$4.13M +$4.13M +7,847 New
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