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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 %
PFG
1976
PAX Financial Group
Texas
$1.19M +$1.05K +2 +0.1%
MGWM
1977
Marks Group Wealth Management
Minnesota
$1.19M – – –
RIP
1978
Reliant Investment Partners
North Carolina
$1.19M +$1.19M +2,261 New
SPWG
1979
Syntegra Private Wealth Group
Missouri
$1.19M -$20K -38 -2%
RWPA
1980
Richard W. Paul & Associates
Michigan
$1.18M +$10K +19 +0.9%
PIA
1981
Pinion Investment Advisors
Kansas
$1.18M -$16.3K -31 -1%
PIA
1982
Perennial Investment Advisors
California
$1.18M -$2.63K -5 -0.2%
LFG
1983
Larson Financial Group
Missouri
$1.18M +$13.2K +25 +1%
JF
1984
Jericho Financial
Ohio
$1.18M +$1.18M +2,234 New
EAM
1985
Evanson Asset Management
California
$1.17M -$125K -237 -10%
OL
1986
OneFund LLC
Florida
$1.17M +$33.2K +63 +3%
LF
1987
Lee Financial
Texas
$1.17M – – –
CPA
1988
Capital Planning Advisors
California
$1.17M +$2.63K +5 +0.2%
SWM
1989
Scissortail Wealth Management
Oklahoma
$1.17M +$1.17M +2,217 +73,900%
CWIG
1990
Chung Wu Investment Group
Texas
$1.17M +$1.17M +2,220 New
FMB
1991
Field & Main Bank
Kentucky
$1.17M -$7.9K -15 -0.7%
LC
1992
LCNB Corp
Ohio
$1.17M +$12.1K +23 +1%
AC
1993
ASB Consultores
Florida
$1.17M -$527 -1 -0%
LCWP
1994
Legacy Capital Wealth Partners
Arkansas
$1.16M -$1.17M -2,228 -50%
USWIA
1995
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.16M +$130K +247 +13%
SCM
1996
Seascape Capital Management
New Hampshire
$1.16M -$54.2K -103 -4%
BPW
1997
Bingham Private Wealth
California
$1.16M +$1.16M +2,199 New
SAM
1998
SP Asset Management
California
$1.16M +$1.58K +3 +0.1%
SI
1999
Seeds Investor
New York
$1.16M +$87.9K +167 +8%
SFP
2000
Sandbox Financial Partners
Maryland
$1.16M +$4.74K +9 +0.4%
78 79
80
81 82