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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 %
PWAM
1326
Papamarkou Wellner Asset Management
New York
$3.89M +$3.89M +7,389 New
NB
1327
Nicolet Bankshares
Wisconsin
$3.88M -$30K -57 -0.8%
CCM
1328
Cohen Capital Management
California
$3.88M -$23.7K -45 -0.6%
CC
1329
Courier Capital
New York
$3.87M +$3.87M +7,344 New
RBC
1330
Roble Belko & Company
Pennsylvania
$3.86M – – –
FFAM
1331
Forge First Asset Management
Canada
$3.85M – – –
PA
1332
Procyon Advisors
Connecticut
$3.84M +$79.5K +151 +2%
CFS
1333
CRA Financial Services
New Jersey
$3.82M +$49.5K +94 +1%
KA
1334
Klingman & Associates
New York
$3.81M -$108K -205 -3%
EP
1335
Essential Planning
New Hampshire
$3.8M +$3.8M +7,345 New
AC
1336
Arjuna Capital
North Carolina
$3.78M -$100K -190 -3%
MW
1337
Maia Wealth
Colorado
$3.78M +$359K +655 +10%
ACS
1338
Archford Capital Strategies
Illinois
$3.77M +$277K +526 +8%
CWM
1339
Circle Wealth Management
New Jersey
$3.77M -$113K -214 -3%
PHM
1340
Prospect Hill Management
New Jersey
$3.76M -$132K -250 -3%
ILI
1341
Invesco LLC (Illinois)
Illinois
$3.76M -$6.32K -12 -0.2%
BDS
1342
Banco de Sabadell
Florida
$3.76M +$57.5K +109 +2%
HDA
1343
Harold Davidson & Associates
California
$3.75M +$3.75M +7,130 New
CCM
1344
Cox Capital Management
Massachusetts
$3.74M -$19.5K -37 -0.5%
DS
1345
DRW Securities
Illinois
$3.73M +$1.81M +3,436 +94%
OSNBOA
1346
Old Second National Bank of Aurora
Illinois
$3.73M -$74.2K -141 -2%
SFA
1347
Semmax Financial Advisors
North Carolina
$3.73M -$100K -177 -3%
BPAMU
1348
BTG Pactual Asset Management US
New York
$3.71M -$110K -209 -3%
IA
1349
Integrity Alliance
Iowa
$3.71M +$3.71M +7,038 New
BOH
1350
Bank of Hawaii
Hawaii
$3.7M -$18.4K -35 -0.5%
52 53
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