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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 %
Renaissance Technologies
3151
Renaissance Technologies
New York
$204K -$14.7M -27,680 -99%
SDWMA
3152
Schneider Downs Wealth Management Advisors
Pennsylvania
$204K +$204K +387 New
GWWM
3153
Great Waters Wealth Management
Minnesota
$203K -$13.7K -26 -6%
TWM
3154
Topsail Wealth Management
North Carolina
$203K +$203K +386 New
NCM
3155
Novare Capital Management
North Carolina
$203K +$203K +385 New
UFF
3156
USA Financial Formulas
Michigan
$202K -$175K -333 -46%
CD
3157
Chapin Davis
Maryland
$202K
OAS
3158
Optivise Advisory Services
Tennessee
$202K +$202K +383 New
KWS
3159
Keystone Wealth Services
California
$202K +$202K +383 New
RSWA
3160
Robinson Smith Wealth Advisors
Maine
$202K -$876K -1,664 -81%
ACM
3161
Argyle Capital Management
Pennsylvania
$202K +$202K +383 New
MPW
3162
Monterey Private Wealth
California
$201K +$201K +382 New
PCM
3163
Polymer Capital Management
New York
$201K +$201K +382 New
SIA
3164
Schear Investment Advisers
Ohio
$201K +$201K +382 New
APW
3165
Aurora Private Wealth
New Jersey
$201K +$201K +383 New
HNW
3166
High Note Wealth
Minnesota
$201K +$201K +381 New
BHBT
3167
Burke & Herbert Bank & Trust
Virginia
$201K -$31.6K -60 -14%
BBPWM
3168
Blue Bell Private Wealth Management
Pennsylvania
$200K -$2.63K -5 -1%
IWP
3169
Innova Wealth Partners
Pennsylvania
$200K +$200K +380 New
BWA
3170
BlueSky Wealth Advisors
North Carolina
$200K +$200K +380 New
HA
3171
HFG Advisors
Ohio
$200K +$200K +380 New
WA
3172
Whipplewood Advisors
Colorado
$198K +$198K +376 New
BTC
3173
Bank & Trust Company
Illinois
$195K
STB
3174
S&T Bank
Pennsylvania
$194K +$194K +369 New
ME
3175
McIlrath & Eck
Washington
$194K -$26.3K -50 -12%