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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 %
TWM
1676
Thrive Wealth Management
Pennsylvania
$1.98M -$4.21K -8 -0.2%
JWCA
1677
J.W. Coons Advisors
Ohio
$1.98M +$34.2K +65 +2%
V
1678
VeraBank
Texas
$1.97M -$37.4K -71 -2%
LWA
1679
Lantern Wealth Advisors
New York
$1.97M +$1.05K +2 +0.1%
CFO
1680
CVA Family Office
Colorado
$1.97M +$79.5K +151 +4%
CFG
1681
Cooper Financial Group
California
$1.97M +$184K +349 +10%
SSWM
1682
Strait & Sound Wealth Management
California
$1.96M -$12.6K -24 -0.6%
FAM
1683
Formidable Asset Management
Ohio
$1.96M -$74.8K -142 -4%
CP
1684
Cornerstone Planning
North Carolina
$1.96M +$1.96M +3,727 New
HAG
1685
HF Advisory Group
Maryland
$1.96M +$184K +349 +10%
UW
1686
Unique Wealth
Florida
$1.96M +$165K +314 +9%
4WM
1687
44 Wealth Management
Oregon
$1.95M -$155K -294 -7%
NF
1688
Nikulski Financial
Iowa
$1.95M -$118K -225 -6%
PIA
1689
Prakash Investment Advisors
Massachusetts
$1.95M +$1.95M +3,700 New
RZH
1690
Relyea Zuckerberg Hanson
Connecticut
$1.94M +$105K +200 +6%
GWS
1691
Greykasell Wealth Strategies
California
$1.93M +$1.93M +3,661 New
BFG
1692
Beacon Financial Group
Texas
$1.92M -$327K -621 -15%
CWP
1693
Curated Wealth Partners
California
$1.92M -$31.6K -60 -2%
HCM
1694
HMS Capital Management
Tennessee
$1.92M -$10K -19 -0.5%
MC
1695
Middleton & Co
Massachusetts
$1.92M +$208K +395 +12%
TPW
1696
Transatlantique Private Wealth
New York
$1.92M +$1.92M +3,638 New
FCA
1697
Fortis Capital Advisors
Kansas
$1.91M +$724K +1,498 +61%
CCFCSB
1698
Cape Cod Five Cents Savings Bank
Massachusetts
$1.91M – – –
IGGA
1699
Iron Gate Global Advisors
Utah
$1.9M -$61.1K -116 -3%
SFPG
1700
Stonebridge Financial Planning Group
Florida
$1.9M -$71.1K -135 -4%
66 67
68
69 70