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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 %
BIP
1651
Blueprint Investment Partners
North Carolina
$2.09M +$763K +1,450 +57%
NG
1652
Novem Group
New York
$2.09M +$2.09M +3,971 New
LIM
1653
Lagoda Investment Management
New York
$2.08M +$663K +1,260 +47%
JF
1654
Jump Financial
Illinois
$2.07M +$256K +486 +14%
PL
1655
Perpetual Ltd
Australia
$2.07M -$1.68M -3,182 -45%
LFA
1656
Legacy Financial Advisors
Kentucky
$2.07M -$70.6K -134 -3%
BC
1657
Burney Company
Virginia
$2.06M -$4.21K -8 -0.2%
CA
1658
Claro Advisors
Massachusetts
$2.06M -$264K -502 -11%
BBA
1659
BLB&B Advisors
Pennsylvania
$2.05M -$120K -227 -5%
HWA
1660
HCR Wealth Advisors
California
$2.05M +$35.8K +68 +2%
BDA
1661
Borer Denton & Associates
Pennsylvania
$2.04M +$21.1K +40 +1%
PA
1662
Prossimo Advisors
California
$2.04M -$13.2K -25 -0.6%
KIA
1663
KCM Investment Advisors
California
$2.03M +$10.5K +20 +0.5%
MTIC
1664
Missouri Trust & Investment Company
Missouri
$2.02M -$14.2K -27 -0.7%
PIA
1665
Pollock Investment Advisors
Michigan
$2.02M +$2.02M +3,837 New
LCC
1666
Lincoln Capital Corp
Rhode Island
$2.02M +$2.02M +3,833 New
CC
1667
Copperleaf Capital
North Carolina
$2.02M +$251K +477 +14%
AF
1668
Arrow Financial
New York
$2.02M -$12.1K -23 -0.6%
AFP
1669
Ausdal Financial Partners
Iowa
$2.01M +$1.28M +2,440 +178%
SCP
1670
Stamos Capital Partners
California
$2.01M -$137K -260 -6%
TAA
1671
TB Alternative Assets
Cayman Islands
$2M +$2M +3,792 New
MRG
1672
Milestone Resources Group
British Virgin Islands
$2M – – –
HT
1673
Headlands Technologies
Illinois
$1.99M +$1.99M +3,777 New
VA
1674
Valmark Advisers
Ohio
$1.99M +$136K +259 +7%
WKSWA
1675
White Knight Strategic Wealth Advisors
New Jersey
$1.98M +$976K +1,854 +97%
65 66
67
68 69