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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 %
HI
2601
Hudock Inc
Pennsylvania
$462K -$1.05K -2 -0.2%
FAN
2602
Financial Advisors Network
California
$459K +$459K +872 New
BBA
2603
Braun-Bostich & Associates
Pennsylvania
$459K +$2.11K +4 +0.5%
RW
2604
RVW Wealth
California
$457K -$34.2K -65 -7%
CWM
2605
Campbell Wealth Management
Virginia
$457K +$147K +279 +47%
TC
2606
Trilogy Capital
California
$457K -$13.7K -26 -3%
ACM
2607
Avalon Capital Management
California
$457K
MWP
2608
Meriwether Wealth & Planning
Louisiana
$457K +$457K +867 New
MAM
2609
Milestone Asset Management
Pennsylvania
$455K +$50K +95 +12%
FAM
2610
Fairtree Asset Management
South Africa
$455K +$455K +864 New
WH
2611
Willner & Heller
California
$454K +$21.6K +41 +5%
AFW
2612
Avantra Family Wealth
Pennsylvania
$453K +$453K +861 New
HCA
2613
Heck Capital Advisors
Wisconsin
$453K
IUHSA
2614
Itau Unibanco Holding S.A.
Brazil
$453K +$350K +664 +339%
VCM
2615
Vision Capital Management
Oregon
$452K
IEFM
2616
IQ EQ Fund Management
Ireland
$452K -$27.9K -53 -6%
PWP
2617
Perfromance Wealth Partners
Illinois
$449K -$23.7K -45 -5%
FFC
2618
First Financial Corp
Indiana
$449K -$3.16K -6 -0.7%
LAM
2619
Lewis Asset Management
California
$448K +$5.26K +10 +1%
FC
2620
Financial Council
Maryland
$447K
CCA
2621
Cooper Capital Advisors
California
$447K +$447K +848 New
PW
2622
PUREfi Wealth
Massachusetts
$447K +$447K +848 New
BWM
2623
BlackDiamond Wealth Management
New York
$445K +$10K +19 +2%
ONSWM
2624
Old North State Wealth Management
North Carolina
$444K +$35.4K +67 +9%
TWP
2625
Tempus Wealth Planning
California
$443K +$29K +55 +7%