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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 %
EWA
2926
Etesian Wealth Advisors
Oregon
$276K
CCWM
2927
Correct Capital Wealth Management
Missouri
$275K +$29.5K +56 +12%
ACM
2928
Ascent Capital Management
Oregon
$274K +$274K +521 New
AWA
2929
Alta Wealth Advisors
Massachusetts
$274K
HWM
2930
Hobbs Wealth Management
Indiana
$274K +$274K +521 New
EGWAG
2931
Elwood & Goetz Wealth Advisory Group
Georgia
$273K
DPW
2932
DiNuzzo Private Wealth
Pennsylvania
$273K
CWM
2933
Cahaba Wealth Management
Georgia
$273K
ACM
2934
Andina Capital Management
Utah
$273K -$21.6K -41 -7%
WE
2935
Wealth Effects
Massachusetts
$273K
MLA
2936
MB, Levis & Associates
Pennsylvania
$272K
AA
2937
AJ Advisors
Tennessee
$272K +$5.26K +10 +2%
TCM
2938
Tufton Capital Management
Maryland
$271K
MWM
2939
MGB Wealth Management
Texas
$271K +$271K +515 New
FAT
2940
First American Trust
California
$271K -$8.43K -16 -3%
HIGP
2941
Hill Investment Group Partners
Missouri
$270K +$270K +512 New
FMP
2942
Financial Management Professionals
Texas
$269K +$3.69K +7 +1%
OPPS
2943
Obsidian Personal Planning Solutions
Maryland
$269K +$30K +54 +13%
PWM
2944
Partners Wealth Management
California
$269K +$269K +510 New
PWM
2945
Provident Wealth Management
Tennessee
$268K
HAIM
2946
Hunter Associates Investment Management
Pennsylvania
$268K +$268K +507 New
CNTOF
2947
Canandaigua National Trust of Florida
New York
$267K
PS
2948
Portfolio Strategies
New York
$267K
BZWA
2949
Blue Zone Wealth Advisors
California
$267K
GWMIA
2950
Global Wealth Management Investment Advisory
Florida
$267K +$21.1K +40 +9%