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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 %
EAM
2001
Empirical Asset Management
Massachusetts
$1.15M +$1.15M +30,890 New
FWTB
2002
First Western Trust Bank
Colorado
$1.15M +$10.5K +20 +0.9%
WW
2003
Waterfront Wealth
Kansas
$1.15M +$8.43K +16 +0.7%
CAG
2004
Cypress Advisory Group
Arizona
$1.15M +$1.15M +2,178 New
MS
2005
Maven Securities
Jersey
$1.15M +$1.15M +2,175 New
MI
2006
Motiv8 Investments
Florida
$1.14M +$212K +402 +23%
MFG
2007
MidWestOne Financial Group
Iowa
$1.14M – – –
CB
2008
Community Bank
New York
$1.14M -$15.8K -30 -1%
AB
2009
Atlas Brown
Kentucky
$1.13M +$7.37K +14 +0.7%
CCA
2010
Cottonwood Capital Advisors
Utah
$1.13M +$206K +391 +22%
NCM
2011
New Capital Management
Texas
$1.13M – – –
SA
2012
Sovran Advisors
California
$1.13M +$1.13M +2,211 New
UWP
2013
Uniting Wealth Partners
Kansas
$1.12M +$1.12M +2,132 New
AGWCA
2014
Annis Gardner Whiting Capital Advisors
Florida
$1.12M +$5.27K +10 +0.5%
GWSG
2015
GPS Wealth Strategies Group
Colorado
$1.12M -$35.8K -68 -3%
IIM
2016
Ipswich Investment Management
Massachusetts
$1.12M -$47.4K -90 -4%
SCM
2017
Sunbeam Capital Management
Georgia
$1.11M +$1.11M +2,116 New
FMN
2018
Financial Management Network
California
$1.11M -$4.69K -9 -0.4%
FAB
2019
First American Bank
Illinois
$1.11M +$110K +208 +11%
GSEP
2020
Golden State Equity Partners
California
$1.11M +$580K +1,101 +109%
AIC
2021
Argus Investors Counsel
New York
$1.11M -$10.5K -20 -0.9%
KC
2022
Knuff & Co
California
$1.11M +$191K +362 +21%
CCM
2023
CAAS Capital Management
New York
$1.11M – – –
MC
2024
Maren Capital
Illinois
$1.1M – – –
WKWM
2025
Walter & Keenan Wealth Management
Indiana
$1.1M +$5.27K +10 +0.5%
79 80
81
82 83