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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 %
Betterment LLC
2626
Betterment LLC
New York
$441K +$6.32K +12 +1%
TIA
2627
Tiemann Investment Advisors
California
$441K +$5.27K +10 +1%
LWM
2628
Lodestone Wealth Management
Washington
$440K +$5.27K +10 +1%
HIG
2629
Heritage Investment Group
Florida
$440K
PA
2630
Promethium Advisors
Maryland
$440K +$4.21K +8 +1%
MPW
2631
Magnolia Private Wealth
Pennsylvania
$440K +$440K +835 New
HA
2632
Hamel Associates
New Jersey
$439K
PB
2633
Pinnacle Bancorp
Nebraska
$438K
PCS
2634
Private Client Services
Kentucky
$438K +$27.4K +52 +7%
OLA
2635
Oliver Luxxe Assets
New Jersey
$437K +$212K +416 +94%
AWA
2636
Aletheian Wealth Advisors
Washington
$437K +$27.9K +53 +7%
EMAM
2637
Encompass More Asset Management
California
$436K -$28.5K -54 -6%
WWM
2638
Wagner Wealth Management
South Carolina
$435K +$32.1K +61 +8%
CCT
2639
Chemung Canal Trust
New York
$435K
DA
2640
Drake & Associates
Wisconsin
$435K -$34.3K -61 -7%
GAA
2641
Global Assets Advisory
Florida
$434K -$529K -1,012 -55%
Cohen & Steers
2642
Cohen & Steers
New York
$434K +$21K +40 +5%
WCFA
2643
Walkner Condon Financial Advisors
Wisconsin
$434K +$30K +57 +7%
CIG
2644
Cascade Investment Group
Colorado
$433K -$11.6K -22 -3%
BWM
2645
BCS Wealth Management
Tennessee
$433K -$18.4K -35 -4%
WDC
2646
Woodward Diversified Capital
California
$433K -$53.7K -102 -11%
ECM
2647
Elgethun Capital Management
South Dakota
$433K +$34.7K +66 +9%
PMFA
2648
Plante Moran Financial Advisors
Michigan
$432K +$11.1K +21 +3%
OFS
2649
Oldfather Financial Services
Nebraska
$432K -$3.16K -6 -0.7%
DWMS
2650
Dominguez Wealth Management Solutions
Virginia
$432K +$17.9K +34 +4%