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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 %
NWM
1601
NRI Wealth Management
California
$2.28M +$2.28M +4,338 New
PFT
1602
Providence First Trust
Arizona
$2.28M -$10.5K -20 -0.5%
FFM
1603
Forum Financial Management
Illinois
$2.27M +$218K +414 +11%
WIC
1604
Woodmont Investment Counsel
Tennessee
$2.26M -$25.3K -48 -1%
BFS
1605
Bard Financial Services
Connecticut
$2.26M – – –
YIA
1606
YHB Investment Advisors
Connecticut
$2.26M +$74.2K +141 +3%
FMTC
1607
Farmers & Merchants Trust Company
California
$2.26M -$31.1K -59 -1%
HP
1608
Hilltop Partners
Indiana
$2.25M +$245K +466 +12%
TA
1609
Tectonic Advisors
Texas
$2.25M +$29K +55 +1%
SMC
1610
Smith, Moore & Co
Missouri
$2.25M +$158K +300 +8%
FUBT
1611
First United Bank & Trust
Maryland
$2.25M -$43.7K -83 -2%
CCG
1612
Ceeto Capital Group
Florida
$2.24M – – –
CF
1613
Copperwynd Financial
Arizona
$2.23M +$55.8K +106 +3%
HCA
1614
Hyperion Capital Advisors
New York
$2.23M -$828K -1,573 -27%
BHPW
1615
Beverly Hills Private Wealth
California
$2.23M -$17.9K -34 -0.8%
IFS
1616
Intelligent Financial Strategies
Minnesota
$2.23M – – –
AWM
1617
Ameliora Wealth Management
Switzerland
$2.22M +$10.5K +20 +0.5%
MLA
1618
My Legacy Advisors
Oregon
$2.22M -$46K -88 -2%
MAM
1619
Mystic Asset Management
Rhode Island
$2.22M – – –
IP
1620
Ignite Planners
California
$2.21M +$102K +196 +5%
MYIA
1621
Mount Yale Investment Advisors
Colorado
$2.21M +$236K +448 +12%
TCM
1622
Teza Capital Management
Illinois
$2.19M +$1.78M +3,387 +436%
FGP
1623
Freestone Grove Partners
California
$2.19M +$2.19M +4,163 New
DW30
1624
Drucker Wealth 3.0
New Jersey
$2.19M -$40.6K -77 -2%
CCB
1625
Cutter & Co Brokerage
Missouri
$2.18M +$226K +429 +12%
63 64
65
66 67