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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 %
CISOA
3001
Capital Investment Services of America
Wisconsin
$250K +$10K +19 +4%
BA
3002
BIP Alliance
Georgia
$250K +$250K +475 New
BFA
3003
Bill Few Associates
Pennsylvania
$250K +$5.27K +10 +2%
VBWMG
3004
Von Berge Wealth Management Group
California
$250K +$566 +1 +0.2%
HWMO
3005
Heritage Wealth Management (Ohio)
Ohio
$249K
AIA
3006
Accelerate Investment Advisors
California
$248K +$23.7K +45 +11%
FS
3007
Financial Symmetry
North Carolina
$247K
ECM
3008
Exchange Capital Management
Michigan
$247K +$11.1K +21 +5%
WAM
3009
Wallington Asset Management
Indiana
$247K -$21.1K -40 -8%
TPWA
3010
Twin Peaks Wealth Advisors
California
$247K +$247K +469 New
PCM
3011
Passive Capital Management
Maryland
$246K +$1.58K +3 +0.6%
SICM
3012
Sustainable Insight Capital Management
New York
$246K -$105K -200 -30%
LIA
3013
LifePlan Investment Advisors
North Carolina
$246K +$7.9K +15 +3%
LFS
3014
Legacy Financial Strategies
Kansas
$246K +$6.26K +12 +3%
VAMG
3015
Voisard Asset Management Group
Michigan
$245K +$527 +1 +0.2%
EFP
3016
Elser Financial Planning
Indiana
$245K +$245K +466 New
RWA
3017
Rooted Wealth Advisors
Illinois
$245K -$4.09K -8 -2%
BFIC
3018
Bedell Frazier Investment Counselling
California
$245K
MWM
3019
Mattern Wealth Management
Kansas
$245K
WF
3020
Whelan Financial
California
$244K +$244K +464 New
SSW
3021
Smith Shellnut Wilson
Mississippi
$244K +$17.9K +34 +8%
GCA
3022
Greenwood Capital Associates
South Carolina
$244K -$49.5K -94 -17%
CPSC
3023
Carl P. Sherr & Co
Massachusetts
$244K
PFG
3024
Prospect Financial Group
Virginia
$243K +$243K +461 New
WIM
3025
Warwick Investment Management
Texas
$242K -$5.79K -11 -2%