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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 %
QIM
1751
Quantitative Investment Management
Virginia
$1.71M -$6.87M -13,046 -80%
PTP
1752
Platform Technology Partners
New York
$1.7M – – –
SWP
1753
Semus Wealth Partners
Florida
$1.7M +$81.6K +155 +5%
BCP
1754
Blackhawk Capital Partners
Wisconsin
$1.7M -$91.6K -174 -5%
RCM
1755
Riverpark Capital Management
New York
$1.7M – – –
EI
1756
Ellevest Inc
New York
$1.69M -$25.8K -49 -2%
PA
1757
PFG Advisors
Arizona
$1.68M -$40.6K -77 -2%
CRI
1758
Commonwealth Retirement Investments
Virginia
$1.68M +$28.4K +54 +2%
ECA
1759
Elevated Capital Advisors
Utah
$1.68M +$111K +210 +7%
KWM
1760
Koa Wealth Management
California
$1.67M -$53.2K -101 -3%
LAM
1761
L2 Asset Management
Massachusetts
$1.67M -$65.8K -125 -4%
BCM
1762
Buckhead Capital Management
Georgia
$1.65M +$10.5K +20 +0.6%
CIAS
1763
Capital Investment Advisory Services
North Carolina
$1.65M +$10K +19 +0.6%
SHFA
1764
SS&H Financial Advisors
Michigan
$1.65M +$28.4K +54 +2%
PFGIA
1765
Patriot Financial Group Insurance Agency
Massachusetts
$1.65M +$86.4K +164 +6%
RGF
1766
Retirement Guys Formula
Ohio
$1.65M +$13.7K +26 +0.8%
OFS
1767
Orrstown Financial Services
Pennsylvania
$1.64M +$21.1K +40 +1%
CIC
1768
Cornercap Investment Counsel
Georgia
$1.64M -$37.9K -72 -2%
RCM
1769
Ratan Capital Management
Florida
$1.63M – – –
AO
1770
Advisor OS
Illinois
$1.63M +$208K +394 +15%
LCM
1771
Legato Capital Management
California
$1.63M -$1.83M -3,476 -53%
ZIG
1772
Zuckerman Investment Group
Illinois
$1.63M +$155K +274 +11%
BMWM
1773
Brown Miller Wealth Management
Virginia
$1.61M +$75.8K +144 +5%
CG
1774
Corundum Group
Colorado
$1.61M +$809K +1,536 +101%
FTUS
1775
Flow Traders U.S.
New York
$1.61M +$1.61M +3,062 New
69 70
71
72 73