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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 %
CWM
1626
Calamos Wealth Management
Illinois
$2.18M +$42.1K +80 +2%
GCGDR
1627
Geo Capital Gestora de Recursos
Brazil
$2.18M -$331K -629 -13%
GWM
1628
Guardian Wealth Management
Illinois
$2.17M -$2.11K -4 -0.1%
RMC
1629
Resources Management Corp
Connecticut
$2.17M +$7.9K +15 +0.4%
NAS
1630
Nicolet Advisory Services
Wisconsin
$2.17M +$39.9K +79 +2%
PGIM
1631
Pacific Global Investment Management
California
$2.16M -$5.43M -10,320 -72%
HFO
1632
Heritage Family Offices
Arizona
$2.16M +$67.9K +129 +3%
B
1633
Bailard
California
$2.15M +$81.1K +154 +4%
AWA
1634
Arete Wealth Advisors
Illinois
$2.14M +$289K +548 +16%
KLI
1635
Kelman-Lazarov Inc
Tennessee
$2.14M -$17.4K -33 -0.8%
EFS
1636
Essex Financial Services
Connecticut
$2.14M +$54.8K +104 +3%
PCOTEOTHU
1637
Provident Company of the Employees of the Hebrew University
Israel
$2.13M +$51.6K +98 +2%
CC
1638
Capital Counsel
New York
$2.13M -$199K -378 -9%
MTC
1639
McDaniel Terry & Co
Texas
$2.13M – – –
RIA
1640
Richwood Investment Advisors
Ohio
$2.13M +$90K +171 +4%
LCM
1641
Liberty Capital Management
Michigan
$2.12M – – –
MKA
1642
M. Kulyk & Associates
Georgia
$2.11M +$41.6K +79 +2%
CCA
1643
Cobblestone Capital Advisors
New York
$2.11M +$14.7K +28 +0.7%
BCM
1644
Barden Capital Management
Texas
$2.11M +$22.6K +43 +1%
JHP
1645
James Hambro & Partners
United Kingdom
$2.11M -$548K -1,040 -21%
MFGM
1646
Marshall Financial Group (Maryland)
Maryland
$2.11M +$34.2K +65 +2%
OCM
1647
Olstein Capital Management
New York
$2.11M -$418K -793 -17%
AA
1648
Altman Advisors
Illinois
$2.1M +$21.1K +40 +1%
UF
1649
Univest Financial
Pennsylvania
$2.1M -$40K -76 -2%
FMLI
1650
Fukoku Mutual Life Insurance
Japan
$2.09M -$101K -192 -5%
64 65
66
67 68