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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 %
BDFN
2876
Bond & Devick Financial Network
Minnesota
$298K
CB
2877
Centennial Bank
Arkansas
$298K
DWM
2878
Darwin Wealth Management
Florida
$297K -$3.16K -6 -1%
JTWM
2879
Jackson Thornton Wealth Management
Alabama
$297K +$12.6K +24 +4%
MSR
2880
Main Street Research
Connecticut
$297K +$23.2K +44 +8%
NEWAS
2881
N.E.W. Advisory Services
Wisconsin
$296K -$4.74K -9 -2%
CCG
2882
Coastwise Capital Group
California
$296K +$527 +1 +0.2%
VI
2883
VanderPol Investments
Michigan
$295K +$26.3K +50 +10%
PR
2884
Payden & Rygel
California
$295K
MHIC
2885
Marble Harbor Investment Counsel
Massachusetts
$295K -$52.7K -100 -15%
MEG
2886
Millstone Evans Group
Colorado
$294K +$294K +558 New
BC
2887
Barrett & Company
Rhode Island
$292K
YWM
2888
Yoder Wealth Management
California
$292K +$27.9K +53 +11%
AR
2889
Apeiron RIA
Texas
$292K +$25.3K +48 +9%
NWM
2890
Nova Wealth Management
Florida
$291K +$291K +552 New
FTA
2891
Financial & Tax Architects
Missouri
$290K +$6.32K +12 +2%
OHWP
2892
Oak Harbor Wealth Partners
North Carolina
$290K -$52.7K -100 -15%
FBB
2893
Fulton Breakefield Broenniman
Maryland
$290K +$16.3K +31 +6%
FAP
2894
Financial Advisory Partners
Florida
$290K
GWAG
2895
Garrett Wealth Advisory Group
Texas
$290K +$47.4K +90 +20%
LI
2896
Lafayette Investments
Maryland
$289K +$13.2K +25 +5%
DFCM
2897
Dark Forest Capital Management
Puerto Rico
$289K -$1.47M -2,787 -84%
SPI
2898
Sutton Place Investors
New York
$289K +$21.6K +41 +8%
CCA
2899
Carrera Capital Advisors
Michigan
$287K +$21.6K +41 +8%
LB
2900
Legacy Bridge
Iowa
$287K