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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 %
DAL
2551
Delta Accumulation LLC
California
$505K +$494 +1 +0.1%
ZIG
2552
Zullo Investment Group
Pennsylvania
$505K +$6.32K +12 +1%
SA
2553
Stewardship Advisors
Pennsylvania
$503K +$56.3K +107 +13%
GKWIM
2554
Gerber Kawasaki Wealth & Investment Management
California
$503K +$49K +93 +11%
VP
2555
Verum Partners
North Carolina
$503K +$13.2K +25 +3%
SRL
2556
Scientech Research LLC
New Jersey
$502K +$242K +460 +93%
OFO
2557
OneAscent Family Office
Alabama
$502K +$502K +954 New
BTD
2558
BankPlus Trust Department
Mississippi
$502K +$502K +953 New
CPW
2559
Crestmont Private Wealth
Texas
$499K +$19K +36 +4%
TNBTD
2560
Trustmark National Bank Trust Department
Mississippi
$499K +$167K +318 +50%
LWM
2561
Liberty Wealth Management
California
$498K -$527 -1 -0.1%
ABTD
2562
Arvest Bank Trust Division
Oklahoma
$498K +$6.85K +13 +1%
VCM
2563
Vivaldi Capital Management
Illinois
$497K +$70.1K +128 +16%
SC
2564
Saiph Capital
New Jersey
$497K +$40K +76 +9%
PWM
2565
Paulson Wealth Management
Illinois
$496K -$11.6K -22 -2%
CCM
2566
Consolidated Capital Management
California
$494K +$25.3K +48 +5%
PPC
2567
Pennington Partners & Co
Maryland
$494K +$494K +937 New
AFM
2568
Armstrong Fleming & Moore
District of Columbia
$493K +$84.3K +160 +21%
EHWM
2569
Eads & Heald Wealth Management
Georgia
$492K -$4.21K -8 -0.8%
SFWA
2570
Summit Financial Wealth Advisors
Louisiana
$492K
NCTC
2571
New Covenant Trust Company
Indiana
$491K -$1.58K -3 -0.3%
RMP
2572
Richards, Merrill & Peterson
Washington
$488K +$488K +927 New
MWA
2573
Motive Wealth Advisors
Michigan
$487K +$50K +95 +11%
RPCONE
2574
Retirement Planning Company of New England
Rhode Island
$485K
APW
2575
Austin Private Wealth
Texas
$482K +$51.1K +97 +12%