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 %
LWP
2801
LeClair Wealth Partners
Ohio
$339K +$339K +643 New
WCP
2802
Wealthcare Capital Partners
Pennsylvania
$338K +$338K +642 New
LGW
2803
Leslie Global Wealth
Illinois
$338K +$1.58K +3 +0.5%
GPWM
2804
Grant Private Wealth Management
California
$338K +$338K +642 New
SFG
2805
SNS Financial Group
Minnesota
$338K -$36.9K -70 -10%
IPW
2806
Impact Partnership Wealth
Georgia
$334K +$334K +635 New
SIC
2807
Sage Investment Counsel
Tennessee
$334K +$334K +635 New
SIS
2808
Sound Income Strategies
Florida
$334K +$35.3K +67 +12%
MSFP
2809
Mark Sheptoff Financial Planning
Connecticut
$334K
UWPG
2810
Ullmann Wealth Partners Group
Florida
$334K +$15.8K +30 +5%
KFA
2811
Kapstone Financial Advisors
Ohio
$333K +$1.65K +3 +0.5%
WIC
2812
WealthBridge Investment Counsel
Alberta, Canada
$333K
AWM
2813
Accel Wealth Management
Iowa
$333K +$29K +55 +10%
FDS
2814
Freedom Day Solutions
Texas
$332K
MPIA
2815
Mountain Pacific Investment Advisers
Idaho
$332K -$44.8K -85 -12%
QPWM
2816
Quadrant Private Wealth Management
Pennsylvania
$332K +$44.8K +85 +16%
CWM
2817
Chicago Wealth Management
Illinois
$331K -$1.58K -3 -0.5%
AFAS
2818
Acorn Financial Advisory Services
Virginia
$331K -$526 -1 -0.2%
LWM
2819
LongView Wealth Management
Georgia
$330K -$12.1K -23 -4%
F1I
2820
Fund 1 Investments
Puerto Rico
$329K +$329K +625 New
IWN
2821
Independent Wealth Network
Iowa
$329K +$16.9K +32 +5%
LCM
2822
Laurion Capital Management
New York
$329K +$329K +624 New
VWM
2823
Vigilare Wealth Management
Arizona
$326K
AFG
2824
ABLE Financial Group
Arizona
$326K -$51.1K -97 -14%
DWM
2825
Denver Wealth Management
Colorado
$324K -$9.48K -18 -3%