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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 %
NAMP
2976
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$257K -$36.9K -70 -13%
RW
2977
Regimen Wealth
Georgia
$257K
UFA
2978
US Financial Advisors
Massachusetts
$257K +$3.16K +6 +1%
GSIS
2979
Global Strategic Investment Solutions
Arizona
$257K -$2.63K -5 -1%
AWP
2980
Abacus Wealth Partners
California
$256K +$34.8K +66 +16%
AFG
2981
Albion Financial Group
Utah
$256K -$76.4K -145 -23%
CWC
2982
Carolinas Wealth Consulting
North Carolina
$255K -$18.9K -36 -7%
PP
2983
Postrock Partners
Oregon
$255K +$255K +484 New
GF
2984
GGM Financials
Ohio
$255K
MEAC
2985
M.E. Allison & Co
Texas
$254K +$254K +483 New
RGC
2986
Roberts, Glore & Co
Illinois
$254K -$13.2K -25 -5%
WWC
2987
Waypoint Wealth Counsel
Georgia
$254K +$16.3K +31 +7%
PVM
2988
Palogic Value Management
Texas
$253K +$5.27K +10 +2%
HCWM
2989
Hidden Cove Wealth Management
Washington
$253K +$253K +481 New
MAG
2990
M3 Advisory Group
Massachusetts
$253K +$9.48K +18 +4%
FZCM
2991
Flynn Zito Capital Management
New York
$253K
CF
2992
Clarity Financial
Texas
$253K -$103K -196 -29%
PFA
2993
Pathway Financial Advisers
Indiana
$253K +$7.89K +15 +3%
BCM
2994
BluePointe Capital Management
California
$253K +$253K +480 New
OA
2995
Operose Advisors
Wisconsin
$253K -$56.9K -108 -18%
LWM
2996
LJI Wealth Management
Indiana
$253K +$2.11K +4 +0.8%
CPL
2997
Capital & Planning LLC
Georgia
$252K +$252K +478 New
CW
2998
Channel Wealth
California
$251K
NB
2999
Northwest Bancshares
Pennsylvania
$251K -$284K -540 -53%
HCM
3000
Heathbridge Capital Management
Ontario, Canada
$250K