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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 %
AGC
1776
Aspen Grove Capital
Colorado
$1.61M -$7.9K -15 -0.5%
LA
1777
LM Advisors
California
$1.61M -$946K -1,797 -37%
HCP
1778
Holt Capital Partners
Texas
$1.61M -$3.16K -6 -0.2%
AL
1779
Aspiriant LLC
California
$1.6M +$84.2K +160 +6%
CBTWT
1780
Community Bank & Trust (Waco, Texas)
Texas
$1.6M -$38.4K -73 -2%
PP
1781
Pacifica Partners
Canada
$1.6M -$4.18K -8 -0.3%
ACM
1782
Aljian Capital Management
Nevada
$1.6M -$10K -19 -0.6%
FNT
1783
First National Trust
Pennsylvania
$1.59M -$66.9K -127 -4%
IDA
1784
Intelligence Driven Advisers
California
$1.59M -$10.5K -20 -0.7%
II
1785
Impact Investors
California
$1.59M +$1.59M +3,021 New
OLVIG
1786
Oliver Lagore Vanvalin Investment Group
Michigan
$1.58M -$37.9K -72 -2%
RI
1787
Redwood Investments
Massachusetts
$1.58M -$34.8K -66 -2%
CPW
1788
Cove Private Wealth
New York
$1.58M +$1.58M +3,009 New
PCMC
1789
Private Capital Management (Colorado)
Colorado
$1.58M -$15.8K -30 -1%
RMDI
1790
R.M. Davis Inc
Maine
$1.58M -$125K -237 -7%
HAI
1791
Hennessy Advisors Inc
California
$1.58M +$1.58M +3,000 New
TIA
1792
Trust Investment Advisors
Indiana
$1.58M -$68.5K -130 -4%
CSI
1793
Cross Staff Investments
New York
$1.57M +$1.05K +2 +0.1%
BOPW
1794
Brandywine Oak Private Wealth
Pennsylvania
$1.57M +$21.1K +40 +1%
BFA
1795
Beaumont Financial Advisors
Massachusetts
$1.57M +$51.6K +98 +3%
VAG
1796
VisionPoint Advisory Group
Texas
$1.57M -$27.2K -52 -2%
HNB
1797
Hilltop National Bank
Wyoming
$1.57M +$60.6K +115 +4%
TCPW
1798
Twin City Private Wealth
North Carolina
$1.56M +$54.2K +103 +4%
PFA
1799
Professional Financial Advisors
Nebraska
$1.56M +$33.7K +64 +2%
AIM
1800
Acropolis Investment Management
Missouri
$1.56M -$35.8K -68 -2%
70 71
72
73 74