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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 %
T
3251
Tidemark
California
$75.9K +$13.2K +25 +21%
WWA
3252
Wingate Wealth Advisors
Massachusetts
$75.8K +$75.8K +144 New
RS
3253
Rakuten Securities
Japan
$73.2K +$50K +95 +216%
GWSA
3254
Global Wealth Strategies & Associates
Colorado
$72.1K
RWM
3255
Rialto Wealth Management
New York
$71.6K +$71.6K +136 New
MSG
3256
Main Street Group
Virginia
$71.2K +$523 +1 +0.7%
FIM
3257
FWL Investment Management
Texas
$70.6K -$8.95K -17 -11%
FFA
3258
Frazier Financial Advisors
Ohio
$69.9K -$8.41K -16 -11%
OAJ
3259
Ogorek Anthony Joseph
New York
$69K
WCM
3260
Winthrop Capital Management
Indiana
$67K +$2.62K +5 +4%
JSAM
3261
J. Safra Asset Management
New York
$66.7K
SC
3262
Swan Capital
Florida
$65.8K -$39.5K -75 -38%
SIC
3263
SJS Investment Consulting
Ohio
$65.3K -$15.3K -29 -19%
PG
3264
Proffitt & Goodson
Tennessee
$64.2K
GWP
3265
Gen-Wealth Partners
Michigan
$63.7K -$44.2K -84 -41%
MDA
3266
Minot DeBlois Advisors
Massachusetts
$63.2K +$63.2K +120 New
SWA
3267
SOA Wealth Advisors
New York
$61.7K -$527 -1 -0.8%
CAWM
3268
Capital A Wealth Management
Pennsylvania
$60.6K +$60.6K +115 New
VWM
3269
Valley Wealth Managers
New Jersey
$60K
LIS
3270
Legacy Investment Solutions
Idaho
$59.1K
LWMI
3271
Legacy Wealth Management (Idaho)
Idaho
$59.1K
PP
3272
Pingora Partners
Wyoming
$59K -$5.27K -10 -8%
NI
3273
NCP Inc
California
$59K
LWA
3274
Lowe Wealth Advisors
Maryland
$56.9K +$11.1K +21 +24%
CTB
3275
Country Trust Bank
Illinois
$56.3K