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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 %
EFA
2576
Edge Financial Advisors
Illinois
$481K -$2.11K -4 -0.4%
SAM
2577
Strategy Asset Managers
California
$480K +$10K +19 +2%
PPW
2578
Parcion Private Wealth
Washington
$479K
SCA
2579
Stonebridge Capital Advisors
Minnesota
$478K +$17.4K +33 +4%
NSB
2580
Norway Savings Bank
Maine
$476K -$76.4K -145 -14%
IIM
2581
Illumine Investment Management
Washington
$475K +$475K +902 New
AW
2582
Alteri Wealth
California
$475K +$475K +901 New
LWM
2583
Level Wealth Management
North Carolina
$474K +$474K +900 New
PNC
2584
Park National Corp
Ohio
$473K -$87.4K -166 -16%
KCM
2585
Kanawha Capital Management
Virginia
$473K -$19K -36 -4%
TAM
2586
Townsend Asset Management
North Carolina
$473K
HOWA
2587
Heritage Oak Wealth Advisors
Florida
$472K -$179K -339 -27%
DRP
2588
Decker Retirement Planning
Utah
$471K +$471K +895 New
GBWM
2589
Granite Bay Wealth Management
New Hampshire
$471K
PFWA
2590
Paces Ferry Wealth Advisors
Georgia
$470K +$527 +1 +0.1%
UB
2591
Umpqua Bank
Oregon
$470K +$109K +214 +30%
FH
2592
FWG Holdings
Florida
$468K
RDWM
2593
Red Door Wealth Management
Tennessee
$468K +$134K +255 +40%
UAG
2594
United Advisor Group
Ohio
$468K +$17.9K +34 +4%
FBFS
2595
First Business Financial Services
Wisconsin
$466K
MWM
2596
Mosley Wealth Management
California
$466K +$38.4K +70 +9%
AWG
2597
Altus Wealth Group
Colorado
$463K +$3.16K +6 +0.7%
CLOS
2598
Compagnie Lombard Odier SCmA
Switzerland
$463K +$12.1K +23 +3%
ST
2599
Somerset Trust
Pennsylvania
$463K -$6.85K -13 -1%
LFG
2600
Lockerman Financial Group
California
$462K -$527 -1 -0.1%