MA icon

Mastercard

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
Name Holding Trade Value Shares
Change
Shares
Change %
NPF
2501
Norris Perne & French
Michigan
$534K
FCM
2502
Fire Capital Management
California
$534K +$534K +1,014 New
BHB
2503
Bank Hapoalim BM
Israel
$533K -$60.5K -115 -10%
DW
2504
Durante & Waters
New York
$533K
HCP
2505
Hexagon Capital Partners
Arkansas
$531K +$161K +305 +43%
BBW
2506
Blue Barn Wealth
Utah
$529K +$5.27K +10 +1%
COCM
2507
Charter Oak Capital Management
New Hampshire
$528K +$13.2K +25 +3%
FG
2508
Foster Group
Iowa
$528K +$60.6K +115 +13%
FIM
2509
Fernwood Investment Management
Massachusetts
$527K -$41.6K -79 -7%
KWM
2510
Kanen Wealth Management
Florida
$527K
LCM
2511
Lattice Capital Management
Washington
$527K
SIM
2512
SSI Investment Management
California
$526K
AFM
2513
Aspetuck Financial Management
Connecticut
$525K +$525K +997 New
FDW
2514
Fourth Dimension Wealth
Ohio
$525K +$525K +996 New
HFM
2515
Hartford Financial Management
Connecticut
$524K -$1.58K -3 -0.3%
MWM
2516
MBE Wealth Management
Wisconsin
$524K -$52.1K -99 -9%
JWBC
2517
J.W. Burns & Co
New York
$524K
DWS
2518
Discipline Wealth Solutions
South Carolina
$523K
MA
2519
MCF Advisors
Kentucky
$523K -$37.9K -72 -7%
DF
2520
Dunhill Financial
United Kingdom
$523K -$1.73M -3,278 -77%
AWA
2521
AGH Wealth Advisors
Kansas
$523K +$523K +993 New
FM
2522
Family Management
New York
$523K +$8.95K +17 +2%
PWP
2523
Phillips Wealth Planners
Mississippi
$523K -$11.6K -23 -2%
FFC
2524
Frederick Financial Consultants
Maryland
$523K +$523K +993 New
WSC
2525
Wellington Shields & Co
New York
$522K -$52.7K -100 -9%