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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 %
LCGC
2401
Legacy Capital Group California
California
$618K -$3.16K -6 -0.5%
WPWM
2402
Western Pacific Wealth Management
Illinois
$617K +$16.8K +32 +3%
EFH
2403
Eaton Financial Holdings
Florida
$616K -$33.7K -64 -5%
APWA
2404
Atlas Private Wealth Advisors
New Jersey
$615K – – –
FP
2405
Financial Perspectives
Minnesota
$615K +$8.96K +17 +1%
SIC
2406
Sterling Investment Counsel
New York
$615K -$232K -441 -27%
RP
2407
Riverwater Partners
Wisconsin
$615K -$21.6K -41 -3%
NAM
2408
NTV Asset Management
West Virginia
$613K +$26.8K +51 +5%
CNBOF
2409
City National Bank of Florida
Florida
$610K +$610K +1,159 New
RIA
2410
Realta Investment Advisors
Delaware
$609K +$205K +393 +51%
CIA
2411
Citadel Investment Advisory
Ohio
$608K – – –
BWP
2412
Barlow Wealth Partners
Kentucky
$607K – – –
AIM
2413
Advyzon Investment Management
Illinois
$606K +$606K +1,152 New
AIA
2414
Angeles Investment Advisors
California
$606K +$20K +38 +3%
WCA
2415
Westover Capital Advisors
Delaware
$605K -$6.85K -13 -1%
TA
2416
Townsend & Associates
Colorado
$604K – – –
LWA
2417
Lineweaver Wealth Advisors
Ohio
$603K -$13.2K -25 -2%
NL
2418
Navalign LLC
California
$602K – – –
XF
2419
XML Financial
Maryland
$601K +$78.5K +149 +15%
PMSA
2420
Patrick M. Sweeney & Associates
Illinois
$601K +$6.32K +12 +1%
TA
2421
TruWealth Advisors
Louisiana
$601K +$8.42K +16 +1%
MF
2422
Manchester Financial
California
$600K – – –
BF
2423
Brucke Financial
Indiana
$599K +$599K +1,079 New
G
2424
GenTrust
Florida
$599K +$15.3K +29 +3%
HCM
2425
Horiko Capital Management
New York
$595K – – –
95 96
97
98 99