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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 %
KCP
3101
Kera Capital Partners
California
$215K +$215K +408 New
FWM
3102
Foguth Wealth Management
Michigan
$215K -$5.86K -11 -3%
IW
3103
Instrumental Wealth
Florida
$215K +$215K +385 New
SWM
3104
SilverOak Wealth Management
Minnesota
$214K +$214K +407 New
MCIA
3105
Mountain Capital Investment Advisors
Colorado
$214K -$2.63K -5 -1%
KWA
3106
Kondo Wealth Advisors
California
$213K +$213K +405 New
LFS
3107
Lutz Financial Services
Nebraska
$213K +$213K +404 New
IHWM
3108
Iron Horse Wealth Management
Iowa
$213K +$526 +1 +0.2%
OWA
3109
ORBA Wealth Advisors
Illinois
$212K +$212K +403 New
EARNEST Partners
3110
EARNEST Partners
Georgia
$212K +$212K +403 New
SFMG
3111
Sage Financial Management Group
Virginia
$212K +$212K +403 New
FPGK
3112
Financial Partners Group (Kansas)
Kansas
$212K +$212K +402 New
WQ
3113
Wealth Quarterback
New Jersey
$211K +$211K +401 New
JWM
3114
Jessup Wealth Management
Ohio
$211K +$211K +400 New
SWC
3115
Spectrum Wealth Counsel
Indiana
$211K
OW
3116
Olistico Wealth
Oklahoma
$211K
LFASL
3117
Lugano Financial Advisors SA (LFA)
Switzerland
$211K +$21.1K +40 +11%
PCMH
3118
Polymer Capital Management (HK)
Hong Kong
$211K +$211K +400 New
FWIA
3119
Fort Washington Investment Advisors
Ohio
$211K +$211K +400 New
PCM
3120
PAR Capital Management
Massachusetts
$211K +$211K +400 New
TT
3121
TI-Trust
Illinois
$211K +$211K +400 New
BWCS
3122
Beirne Wealth Consulting Services
Connecticut
$211K +$211K +400 New
TBNY
3123
Trustco Bank (New York)
New York
$211K +$211K +400 New
MAP
3124
Moody Aldrich Partners
Massachusetts
$210K -$37.9K -72 -15%
CWM
3125
CCG Wealth Management
California
$210K +$210K +399 New