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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 %
RF
1926
Rossby Financial
Florida
$1.28M +$1.28M +2,435 New
NP
1927
Nilsine Partners
Colorado
$1.28M +$2.11K +4 +0.2%
LAM
1928
Lifestyle Asset Management
Texas
$1.28M +$23.7K +45 +2%
AP
1929
Adero Partners
California
$1.28M +$157K +298 +14%
OWCM
1930
One Wealth Capital Management
Arizona
$1.28M +$1.28M +2,427 New
OWG
1931
Oxford Wealth Group
Florida
$1.28M +$2.63K +5 +0.2%
CWM
1932
Connecticut Wealth Management
Connecticut
$1.28M +$231K +439 +22%
BM
1933
Bridger Management
New York
$1.26M +$1.26M +2,400 New
HFS
1934
Howard Financial Services
Texas
$1.26M +$26.3K +50 +2%
CFG
1935
Carr Financial Group
Massachusetts
$1.26M +$19K +36 +2%
PTC
1936
Provident Trust Company
Wisconsin
$1.25M – – –
CFP
1937
Cascade Financial Partners
California
$1.25M +$10.5K +20 +0.8%
RFS
1938
Richardson Financial Services
Massachusetts
$1.25M -$34.7K -66 -3%
CAL
1939
Capital Advisors Ltd
Ohio
$1.25M +$16.9K +32 +1%
C1AG
1940
Client 1st Advisory Group
Florida
$1.24M -$28.4K -54 -2%
EWM
1941
EPG Wealth Management
Georgia
$1.24M -$194K -368 -13%
CCA
1942
Catalyst Capital Advisors
New York
$1.24M +$465K +883 +60%
ICM
1943
IMS Capital Management
Oregon
$1.24M +$13.2K +25 +1%
BPWM
1944
Badgley Phelps Wealth Managers
Washington
$1.24M +$216K +410 +21%
SSWM
1945
Sheets Smith Wealth Management
North Carolina
$1.24M -$79K -150 -6%
SCM
1946
Schnieders Capital Management
California
$1.24M – – –
WCM
1947
Whitener Capital Management
North Carolina
$1.24M -$527K -1,000 -30%
CC
1948
Callan Capital
California
$1.23M +$3.69K +7 +0.3%
LI
1949
LRI Investments
Florida
$1.23M +$16.3K +31 +1%
AWM
1950
Absher Wealth Management
North Carolina
$1.23M +$6.32K +12 +0.5%
76 77
78
79 80