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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 %
ECM
851
Everence Capital Management
Indiana
$10.3M -$1.42M -2,700 -12%
VPI
852
Value Partners Investments
Manitoba, Canada
$10.2M -$122K -190 -1%
BWL
853
Bogart Wealth LLC
Virginia
$10.2M +$443K +841 +5%
SIM
854
Stratos Investment Management
Ohio
$10.2M -$532K -1,010 -5%
HKAM
855
Horizon Kinetics Asset Management
New York
$10.2M -$183K -347 -2%
EWA
856
EP Wealth Advisors
California
$10.2M -$330K -627 -3%
CHC
857
City Holding Co
West Virginia
$10.1M -$444K -843 -4%
IAM
858
Infusive Asset Management
New York
$10.1M -$2.84M -5,390 -22%
CCG
859
Cypress Capital Group
Florida
$10.1M -$398K -755 -4%
WIM
860
WealthPlan Investment Management
Nebraska
$10M +$131K +249 +1%
USAA
861
United Services Automobile Association
Texas
$10M -$70K -133 -0.7%
TCBWMS
862
Texas Capital Bank Wealth Management Services
Texas
$10M +$17.4K +33 +0.2%
PIM
863
Progressive Investment Management
Oregon
$10M -$263K -500 -3%
MSE
864
MUFG Securities EMEA
United Kingdom
$10M +$10M +18,999 New
RCM
865
Rockbridge Capital Management
Virginia
$9.98M +$9.98M +18,960 New
BAM
866
Bell Asset Management
Australia
$9.96M -$2.62M -4,974 -21%
BSI
867
Bennett Selby Investments
Maine
$9.86M +$7.9K +15 +0.1%
SAM
868
Synergy Asset Management
Washington
$9.85M +$4.96M +9,762 +102%
NME
869
Notis-McConarty Edward
$9.84M -$596K -1,131 -6%
LOPW
870
Live Oak Private Wealth
North Carolina
$9.83M -$91.1K -173 -0.9%
TGAM
871
TBH Global Asset Management
Tennessee
$9.82M -$6.32K -12 -0.1%
IWA
872
IBEX Wealth Advisors
New Jersey
$9.8M +$9.8M +18,620 New
SNPAM
873
St. Nicholas Private Asset Management
Florida
$9.79M +$9.79M +18,593 New
MCCA
874
Mill Creek Capital Advisors
Pennsylvania
$9.74M -$34.8K -66 -0.4%
KIA
875
Knollwood Investment Advisory
Maryland
$9.69M