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 %
AI
2751
Accredited Investors
Minnesota
$369K +$5.79K +11 +2%
BC
2752
Belmont Capital
California
$369K
CGA
2753
Compound Global Advisors
Washington
$369K +$369K +700 New
GEA
2754
Glen Eagle Advisors
New Jersey
$368K
TVWM
2755
Tower View Wealth Management
Wisconsin
$367K +$13.7K +26 +4%
BAS
2756
Breakthru Advisory Services
Wisconsin
$367K +$367K +697 New
BCP
2757
Berkeley Capital Partners
Georgia
$366K +$23.2K +44 +7%
TS
2758
Tamar Securities
California
$366K -$4.74K -9 -1%
VFG
2759
Victory Financial Group
Texas
$365K +$365K +693 New
GG
2760
Greenwood Gearhart
Arkansas
$364K +$364K +692 New
SCA
2761
Sandy Cove Advisors
Massachusetts
$364K +$20.5K +39 +6%
GGI
2762
Godsey & Gibb Inc
Virginia
$364K -$15.8K -30 -4%
WIA
2763
Wealthedge Investment Advisors
New York
$363K +$363K +689 New
AW
2764
Apricus Wealth
South Carolina
$363K +$86.9K +165 +31%
BWA
2765
Bordeaux Wealth Advisors
California
$363K +$76.4K +145 +27%
WEG
2766
World Equity Group
Illinois
$362K +$362K +688 New
MWP
2767
Madison Wealth Partners
Wisconsin
$362K +$11.1K +21 +3%
BTWM
2768
Brass Tax Wealth Management
Ohio
$360K
CC
2769
Climber Capital
Switzerland
$357K +$357K +678 New
RPGK
2770
Retirement Planning Group (Kansas)
Kansas
$356K +$15.8K +30 +5%
FFA
2771
Founders Financial Alliance
North Carolina
$356K +$10K +19 +3%
AWP
2772
Atlas Wealth Partners
Pennsylvania
$356K -$26.3K -50 -7%
VC
2773
Vicus Capital
Pennsylvania
$356K -$71.6K -136 -17%
IVP
2774
Intrinsic Value Partners
Arizona
$355K
EA
2775
Emerald Advisors
Washington
$355K +$7.9K +15 +2%