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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 %
WA
2826
Wealthstream Advisors
New York
$323K +$14.2K +27 +5%
RCM
2827
Raleigh Capital Management
North Carolina
$323K +$26.8K +51 +9%
HDIM
2828
Hanson & Doremus Investment Management
Vermont
$323K +$24.7K +47 +8%
KCPG
2829
Kavar Capital Partners Group
Kansas
$323K
IIA
2830
Integral Investment Advisors
California
$322K -$10.5K -20 -3%
GCA
2831
Genesee Capital Advisors
New York
$321K -$13.2K -25 -4%
RBWA
2832
RFG - Bristol Wealth Advisors
Massachusetts
$321K +$321K +609 New
SHF
2833
Stage Harbor Financial
Massachusetts
$321K -$17.4K -33 -5%
HPBT
2834
Hickory Point Bank & Trust
Illinois
$321K +$321K +609 New
EPA
2835
Element Pointe Advisors
Florida
$320K
HA
2836
Hofer & Associates
California
$320K +$526 +1 +0.2%
GHAM
2837
Gilman Hill Asset Management
Connecticut
$320K +$9.48K +18 +3%
B
2838
Barings
North Carolina
$320K +$25.3K +48 +9%
CAGAS
2839
Capital Advisory Group Advisory Services
Minnesota
$320K +$44.2K +84 +16%
NIP
2840
Nicholas Investment Partners
California
$319K +$319K +605 New
FFW
2841
Fusion Family Wealth
New York
$317K
TSW
2842
Thompson Siegel & Walmsley
Virginia
$316K +$26.3K +50 +9%
ACA
2843
American Capital Advisory
Idaho
$316K
HI
2844
Hoey Investments
Pennsylvania
$316K +$290K +550 +1,100%
FFO
2845
Fortitude Family Office
Arizona
$315K -$20.6K -39 -6%
TAM
2846
Titleist Asset Management
Texas
$314K -$41.1K -78 -12%
PFM
2847
Potomac Fund Management
Florida
$313K +$313K +594 New
ACC
2848
Acorn Creek Capital
Colorado
$313K +$17.9K +34 +6%
MWA
2849
Monograph Wealth Advisors
California
$312K +$312K +593 New
WA
2850
WPG Advisers
Maryland
$312K +$312K +593 New