MA icon

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 %
VHAM
3176
Van Hulzen Asset Management
California
$193K +$193K +367 New
BCM
3177
Blume Capital Management
California
$192K -$8.43K -16 -4%
WWM
3178
Wolff Wiese Magana
California
$190K -$7.9K -15 -4%
EBA
3179
Eagle Bay Advisors
New York
$190K -$64.2K -122 -25%
LD
3180
Lipe & Dalton
New York
$190K -$293K -556 -61%
PWMG
3181
Private Wealth Management Group
New Jersey
$187K
AW
3182
Avion Wealth
Texas
$186K +$113K +215 +155%
MFA
3183
McClarren Financial Advisors
Pennsylvania
$184K -$75.2K -143 -29%
WTA
3184
Washington Trust Advisors
Massachusetts
$182K +$4.21K +8 +2%
PSFG
3185
Park Square Financial Group
Georgia
$181K +$181K +343 New
PPWM
3186
PFG Private Wealth Management
Florida
$180K -$3.16K -6 -2%
S
3187
Sachetta
Massachusetts
$178K +$1.05K +2 +0.6%
CIAS
3188
CBIZ Investment Advisory Services
Ohio
$177K +$526 +1 +0.3%
AWM
3189
Abound Wealth Management
Tennessee
$173K +$3.69K +7 +2%
OCM
3190
Orion Capital Management
California
$173K +$173K +329 New
POIA
3191
Pin Oak Investment Advisors
Texas
$173K
TIM
3192
Tortoise Investment Management
New York
$172K +$24.7K +47 +17%
T
3193
Transce3nd
Texas
$172K +$172K +326 New
AWM
3194
Activest Wealth Management
Florida
$169K -$10.5K -20 -6%
GA
3195
GoalVest Advisory
New York
$166K
CTC
3196
Cetera Trust Company
Minnesota
$165K
SAS
3197
Stelac Advisory Services
New York
$164K
CSWM
3198
Cassady Schiller Wealth Management
Ohio
$162K +$22.1K +42 +16%
MTC
3199
Matrix Trust Company
Colorado
$160K +$160K +303 New
CFFP
3200
Center for Financial Planning
Michigan
$158K