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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 %
CAM
3201
Cacti Asset Management
Georgia
$158K
CAC
3202
Core Alternative Capital
Georgia
$152K
TLCM
3203
Twin Lakes Capital Management
California
$145K
HIMS
3204
Hager Investment Management Services
New Hampshire
$142K +$142K +270 New
MC
3205
Montag & Caldwell
Georgia
$142K +$142K +270 New
RP
3206
Rowlandmiller & Partners
Georgia
$142K
VWA
3207
VSM Wealth Advisory
Maryland
$141K +$141K +269 New
Capstone Investment Advisors
3208
Capstone Investment Advisors
New York
$140K -$96.9K -184 -41%
MHR
3209
Matthew Hamilton Rosenberg
$139K +$10K +19 +8%
CM
3210
Capula Management
Cayman Islands
$137K +$137K +261 New
EFMH
3211
E Fund Management (HK)
Hong Kong
$137K +$40.4K +77 +42%
MWM
3212
Mascoma Wealth Management
New Hampshire
$137K
BAM
3213
Bellevue Asset Management
Washington
$125K
FPF
3214
First Pacific Financial
Washington
$124K +$8.96K +17 +8%
BC
3215
Bayforest Capital
United Kingdom
$122K +$122K +232 New
PGAM
3216
Princeton Global Asset Management
New Jersey
$121K
SWM
3217
Sugarloaf Wealth Management
Georgia
$120K +$46.3K +88 +63%
CW
3218
Curio Wealth
Maryland
$118K +$118K +225 New
RDFA
3219
Ritter Daniher Financial Advisory
Ohio
$118K
HWM
3220
HighMark Wealth Management
Minnesota
$116K
HI
3221
Human Investing
Oregon
$112K +$112K +213 New
AJ
3222
Ashburton (Jersey)
Jersey
$111K +$111K +211 New
RWS
3223
Retirement Wealth Solutions
Wisconsin
$110K +$110K +219 New
EWP
3224
Elevation Wealth Partners
California
$110K
BGAI
3225
Bruce G. Allen Investments
Colorado
$108K -$1.58K -3 -1%