MA icon

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 %
TC
2726
Taika Capital
Florida
$384K +$384K +730 New
WGC
2727
Watts Gwilliam & Co
Arizona
$383K +$103K +201 +37%
DWP
2728
Destiny Wealth Partners
Florida
$382K +$382K +725 New
DFA
2729
DHJJ Financial Advisors
Illinois
$381K
AFG
2730
Allegheny Financial Group
Pennsylvania
$380K -$112K -213 -23%
MWC
2731
MBM Wealth Consultants
Missouri
$380K -$7.31K -14 -2%
KF
2732
KKM Financial
Illinois
$380K
TCOTS
2733
Trust Company of the South
North Carolina
$379K -$98.5K -187 -21%
CCM
2734
Crew Capital Management
Ohio
$379K
SI
2735
Stonekeep Investments
New Mexico
$378K
OAM
2736
Oberweis Asset Management
Illinois
$377K -$31.6K -60 -8%
CSWG
2737
Cardinal Strategic Wealth Guidance
Kentucky
$377K -$19K -36 -5%
AC
2738
AXQ Capital
New Jersey
$376K +$376K +715 New
GIP
2739
Greatmark Investment Partners
Georgia
$376K -$8.43K -16 -2%
AIA
2740
AIMZ Investment Advisors
California
$376K
LCM
2741
LVM Capital Management
Michigan
$375K +$1.58K +3 +0.4%
XWM
2742
Xcel Wealth Management
Florida
$375K -$6.32K -12 -2%
EWM
2743
Endowment Wealth Management
Wisconsin
$374K -$9.48K -18 -2%
IAG
2744
Investment Advisory Group
Massachusetts
$374K +$7.9K +15 +2%
4A
2745
4Wealth Advisors
Illinois
$373K +$373K +709 New
ODA
2746
One Degree Advisors
California
$373K
QP
2747
Quilter Plc
United Kingdom
$372K -$45.8K -87 -11%
TFA
2748
Trinity Financial Advisors
Ohio
$372K +$73.1K +140 +24%
WC
2749
Woodstock Corp
Massachusetts
$371K -$9.48K -18 -2%
KWM
2750
Kaydan Wealth Management
Michigan
$371K