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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 %
SCA
1551
Sander Capital Advisors
Washington
$2.54M -$478K -907 -16%
FIC
1552
FCG Investment Company
Tennessee
$2.53M +$161K +306 +7%
DFG
1553
Delta Financial Group
New Jersey
$2.52M +$1.05K +2 +0%
FFN
1554
Focus Financial Network
Minnesota
$2.51M -$173K -328 -6%
MBT
1555
Montecito Bank & Trust
California
$2.51M +$151K +286 +6%
PP
1556
Patron Partners
Texas
$2.49M +$28.4K +54 +1%
AWM
1557
Able Wealth Management
New Jersey
$2.48M – – –
GPA
1558
Garrison Point Advisors
California
$2.48M -$15.8K -30 -0.6%
SMH
1559
Sanders Morris Harris
Texas
$2.48M +$5.28K +10 +0.2%
CWM
1560
Chemistry Wealth Management
New York
$2.47M +$18.4K +35 +0.8%
NBT
1561
Northwest Bank & Trust
Iowa
$2.47M +$17.1K +32 +0.7%
SWM
1562
Sendero Wealth Management
Texas
$2.46M +$90.6K +172 +4%
MFA
1563
Mayflower Financial Advisors
Massachusetts
$2.46M +$187K +356 +8%
AF
1564
Advisornet Financial
Minnesota
$2.46M -$362K -688 -13%
KIM
1565
Kane Investment Management
California
$2.45M +$2.45M +4,658 New
WA
1566
Wealth Alliance
New York
$2.45M +$49.5K +94 +2%
EFG
1567
Everhart Financial Group
Ohio
$2.45M +$144K +274 +6%
RC
1568
RDST Capital
Washington
$2.45M -$147K -280 -6%
LNB
1569
Ledyard National Bank
$2.45M -$34.2K -65 -1%
MAWA
1570
Moss Adams Wealth Advisors
Washington
$2.44M +$1.09M +2,077 +81%
CWS
1571
Confluence Wealth Services
Pennsylvania
$2.44M +$132K +248 +6%
DC
1572
DeDora Capital
California
$2.43M -$34.8K -66 -1%
CCM
1573
Chilton Capital Management
Texas
$2.42M -$75.3K -143 -3%
PPWP
1574
Premier Path Wealth Partners
New Jersey
$2.41M +$31.1K +59 +1%
WIM
1575
Waverton Investment Management
United Kingdom
$2.41M -$88.6K -168 -4%
61 62
63
64 65