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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 %
TFO
2151
Tarbox Family Office
California
$900K +$2.63K +5 +0.3%
GDP
2152
Great Diamond Partners
Maine
$898K -$52.7K -100 -6%
GAM
2153
Gould Asset Management
California
$898K +$23.7K +45 +3%
CMI
2154
Clare Market Investments
Texas
$897K – – –
DAC
2155
Dividend Assets Capital
South Carolina
$897K – – –
JAG
2156
Journey Advisory Group
Kentucky
$896K – – –
SW
2157
SkyOak Wealth
Michigan
$895K +$158K +300 +21%
BOTPPF
2158
Board of the Pension Protection Fund
United Kingdom
$895K +$895K +1,700 New
DA
2159
Detalus Advisors
Missouri
$894K -$41.6K -79 -4%
AA
2160
Auxano Advisors
Washington
$894K +$37.4K +71 +4%
WWS
2161
Wellington Wealth Strategies
Indiana
$894K -$195K -345 -18%
SVCP
2162
Silicon Valley Capital Partners
California
$892K +$527 +1 +0.1%
MFS
2163
Miller Financial Services
Michigan
$892K +$892K +1,693 New
LGA
2164
Lebenthal Global Advisors
New York
$888K +$83.7K +159 +10%
CCC
2165
Compass Capital Corp
Massachusetts
$888K +$888K +1,685 New
HHRDM
2166
H&H Retirement Design & Management
Nevada
$888K -$90.9K -163 -9%
AWM
2167
Aberdeen Wealth Management
Illinois
$887K +$3.69K +7 +0.4%
AA
2168
Advisory Alpha
Michigan
$886K +$100K +190 +13%
OPA
2169
Old Port Advisors
Maine
$885K +$11.1K +21 +1%
FFA
2170
Fragasso Financial Advisors
Pennsylvania
$884K +$73.2K +139 +9%
KIM
2171
Kestra Investment Management
Texas
$883K -$69.5K -132 -7%
GPW
2172
Genesis Private Wealth
Virginia
$881K +$881K +1,674 New
CWA
2173
Consilium Wealth Advisory
Texas
$881K -$2.11K -4 -0.2%
CS
2174
Crescent Sterling
Louisiana
$881K -$2.63K -5 -0.3%
APWM
2175
Argonautica Private Wealth Management
Massachusetts
$881K – – –
85 86
87
88 89