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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 %
CW
2676
Code Waechter
Florida
$417K -$59.5K -113 -12%
CPW
2677
Catalyst Private Wealth
California
$415K
HWA
2678
HHM Wealth Advisors
Tennessee
$415K +$23.7K +45 +6%
CWG
2679
Crown Wealth Group
North Carolina
$414K +$19.5K +37 +5%
KW
2680
Keyvantage Wealth
Pennsylvania
$413K +$413K +785 New
APW
2681
Acima Private Wealth
Virginia
$413K
HG
2682
Harbor Group
New Hampshire
$411K
CRI
2683
Colonial River Investments
Virginia
$411K +$13.2K +25 +3%
MWP
2684
Meridian Wealth Partners
Pennsylvania
$410K +$4.74K +9 +1%
MCM
2685
Morton Capital Management
California
$409K
LA
2686
Lakeside Advisors
Washington
$408K
JWA
2687
JFS Wealth Advisors
Pennsylvania
$407K
CWM
2688
Cherrydale Wealth Management
New Jersey
$407K +$3.16K +6 +0.8%
RTC
2689
Riverview Trust Company
Washington
$407K +$1.05K +2 +0.3%
PFS
2690
Prospect Financial Services
New York
$407K +$34.2K +65 +9%
ICMM
2691
Integrated Capital Management (Michigan)
Michigan
$406K
TCG
2692
Transcendent Capital Group
Oklahoma
$406K +$166K +316 +69%
MCM
2693
M1 Capital Management
Michigan
$406K +$406K +771 New
SAM
2694
Secure Asset Management
Michigan
$405K +$156K +297 +63%
PWM
2695
PBMares Wealth Management
Virginia
$405K
NCM
2696
Noesis Capital Mangement
Florida
$405K
AF
2697
Apollon Financial
South Carolina
$405K +$118K +225 +41%
MAC
2698
Mason & Associates (California)
California
$403K +$8.43K +16 +2%
BWP
2699
Baldwin Wealth Partners
Massachusetts
$403K -$33.7K -64 -8%
GWM
2700
GDS Wealth Management
Texas
$403K +$12.6K +24 +3%