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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 %
NG
2651
Northstar Group
New York
$430K +$47.4K +90 +12%
TPM
2652
Triasima Portfolio Management
Quebec, Canada
$430K +$430K +816 New
EA
2653
Echo45 Advisors
California
$430K +$15.1K +29 +4%
CFA
2654
Capstone Financial Advisors
Illinois
$429K +$3.16K +6 +0.7%
CFSG
2655
Community Financial Services Group
Vermont
$428K -$30K -57 -7%
FA
2656
Fedenia Advisers
Wisconsin
$428K +$428K +812 New
AP
2657
Advisors Preferred
Maryland
$427K -$137K -262 -24%
SFA
2658
Souders Financial Advisors
Ohio
$426K +$426K +809 New
BMC
2659
Benin Management Corp
Connecticut
$426K
TCM
2660
Tuttle Capital Management
Connecticut
$426K +$110K +208 +35%
SIC
2661
Sigma Investment Counselors
Michigan
$426K
OWM
2662
Orgel Wealth Management
Wisconsin
$425K +$3.69K +7 +0.9%
IDBONY
2663
Israel Discount Bank of New York
New York
$424K
KBFS
2664
Kohmann Bosshard Financial Services
Ohio
$423K -$216K -410 -34%
PFM
2665
Phillips Financial Management
Indiana
$422K +$26.9K +51 +7%
BMWS
2666
Brady Martz Wealth Solutions
North Dakota
$422K +$422K +829 New
IMC
2667
Investment Management Corporation
Virginia
$421K +$421K +800 New
LGG
2668
Luts & Greenleigh Group
Maryland
$421K +$527 +1 +0.1%
UBV
2669
United Bank (Virginia)
Virginia
$421K -$2.63K -5 -0.6%
NRWA
2670
North Ridge Wealth Advisors
Oregon
$421K
AA
2671
Armis Advisers
Georgia
$420K +$420K +797 New
AFA
2672
AA Financial Advisors
Ohio
$420K -$7.9K -15 -2%
SPWG
2673
Sage Private Wealth Group
Illinois
$420K -$11.6K -22 -3%
FA
2674
Fortis Advisors
Pennsylvania
$419K
IA
2675
Insight Advisors
Pennsylvania
$418K +$25.2K +48 +6%