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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 %
VWA
3276
Valued Wealth Advisors
Utah
$55.8K -$1.58K -3 -3%
HGERS
3277
Householder Group Estate & Retirement Specialist
Arizona
$55K -$207K -396 -79%
AG
3278
AmeriFlex Group
Nevada
$54.5K +$54.5K +98 New
ECM
3279
Eisler Capital Management
United Kingdom
$54.3K +$54.3K +104 New
BMC
3280
Bear Mountain Capital
Washington
$53.4K
JAM
3281
JCIC Asset Management
Ontario, Canada
$52.7K
AWM
3282
AllSquare Wealth Management
New York
$52.7K
OBWP
3283
O'Brien Wealth Partners
Massachusetts
$52.7K
LFA
3284
Legend Financial Advisors
Pennsylvania
$52.7K
CL
3285
CSS LLC
Illinois
$52.7K +$52.7K +100 New
FFL
3286
Financial Freedom LLC
Ohio
$51.5K
Q1WB
3287
Quest 10 Wealth Builders
Virginia
$49.5K +$49.5K +94 New
SN
3288
Sittner & Nelson
Oregon
$48.4K +$2.63K +5 +6%
BHWM
3289
Beaird Harris Wealth Management
Texas
$47.4K +$17.4K +33 +58%
RAM
3290
Riggs Asset Management
Pennsylvania
$47.3K +$1.05K +2 +2%
HWP
3291
Highline Wealth Partners
California
$46.4K +$19.5K +37 +73%
RL
3292
Rogco LP
Oklahoma
$45.8K
LAMC
3293
Longview Asset Management (California)
California
$45.3K +$45.3K +86 New
MCA
3294
Maryland Capital Advisors
Maryland
$44.8K
AP
3295
Aspect Partners
Virginia
$43.7K
CCMI
3296
Creative Capital Management Investments
California
$43.2K
UIA
3297
Ulland Investment Advisors
Minnesota
$43K
CMP
3298
Coston McIsaac & Partners
Maine
$43K
PWM
3299
Parkworth Wealth Management
California
$41.6K +$41.6K +79 New
TCA
3300
Trifecta Capital Advisors
Illinois
$40.5K -$6.85K -13 -14%