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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 %
MIM
3326
Marshall Investment Management
Colorado
$30.3K +$30.3K +61 New
SCA
3327
Stuart Chaussee & Associates
California
$27.9K
SC
3328
Stephens Consulting
Michigan
$26.9K
EIM
3329
Essex Investment Management
Massachusetts
$26.3K
HEIP
3330
Hudson Edge Investment Partners
New Jersey
$26.3K
NC
3331
NewSquare Capital
Pennsylvania
$26.3K +$26.3K +50 New
AS
3332
Altshuler Shaham
Israel
$25.8K -$1.58K -3 -6%
PWA
3333
Provenance Wealth Advisors
Florida
$24.2K
RWM
3334
Ruedi Wealth Management
Illinois
$24.2K
IIL
3335
Insight Inv LLC
California
$24.2K +$24.2K +46 New
AAMU
3336
AEGON Asset Management (UK)
United Kingdom
$24K +$24K +45 New
CTWM
3337
Cherry Tree Wealth Management
Minnesota
$23.7K
WIM
3338
Westside Investment Management
California
$23.2K
KWAG
3339
Kiely Wealth Advisory Group
North Carolina
$22.6K
RF
3340
Roxbury Financial
New Jersey
$20.4K +$20.4K +38 New
TPW
3341
Talon Private Wealth
Florida
$20K
TC
3342
Tacita Capital
Ontario, Canada
$20K
RF
3343
Robbins Farley
New Hampshire
$19K
SWM
3344
Sanctuary Wealth Management
Idaho
$19K
WCM
3345
Westend Capital Management
California
$18.4K
SIM
3346
Studio Investment Management
Illinois
$18.4K
WCM
3347
WealthTrak Capital Management
Virginia
$18.4K +$18.4K +35 New
NECFA
3348
New England Capital Financial Advisors
Connecticut
$18K
VWM
3349
Vermillion Wealth Management
Minnesota
$18K +$18K +34 New
FWM
3350
FSA Wealth Management
Massachusetts
$16.9K -$40.5K -77 -71%