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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 %
AAG
3301
Accordant Advisory Group
Maryland
$40K
DAM
3302
Delta Asset Management
Tennessee
$40K
WI
3303
Wintrust Investments
Illinois
$39K -$7.8K -15 -17%
FIA
3304
FPC Investment Advisory
California
$38.9K +$32.2K +58 +483%
SIS
3305
Strategic Investment Solutions
Illinois
$38.4K
LC
3306
Lavaca Capital
Texas
$38.4K +$38.4K +73 New
FCT
3307
First Community Trust
Iowa
$37.9K
FRA
3308
Front Row Advisors
California
$37.4K
KA
3309
Kozak & Associates
Colorado
$37.1K
AA
3310
AlphaMark Advisors
Kentucky
$37K
CBT
3311
CoreFirst Bank & Trust
Kansas
$36.9K
MAS
3312
MPWM Advisory Solutions
Georgia
$35.8K +$35.8K +68 New
CAM
3313
Creekmur Asset Management
Illinois
$34.8K
CCA
3314
Criterion Capital Advisors
Tennessee
$34.4K
SC
3315
Steph & Co
Wisconsin
$34.2K -$37.4K -71 -52%
GIS
3316
Grayhawk Investment Strategies
Alberta, Canada
$34.2K
TC
3317
Truvestments Capital
Florida
$34.2K +$13.2K +25 +63%
TCM
3318
Tradewinds Capital Management
Washington
$33.2K +$2.11K +4 +7%
WAM
3319
WFA Asset Management
Wisconsin
$33.2K
NWM
3320
Navigoe Wealth Management
California
$33K +$33K +64 New
1L
3321
10Elms LLP
Oklahoma
$32.6K +$32.6K +62 New
W
3322
WealthCollab
Washington
$31.6K
HHGA
3323
Halbert Hargrove Global Advisors
California
$31.6K +$31.6K +60 New
BFS
3324
Burkett Financial Services
South Carolina
$31.2K
MRP
3325
Measured Risk Portfolios
California
$30.5K +$30.5K +58 New