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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 %
AIS
951
American Investment Services
Massachusetts
$8.16M -$5.79K -11 -0.1%
WANY
952
Wealthspire Advisors (New York)
New York
$8.15M +$286K +544 +4%
CAL
953
Capital Analysts LLC
Pennsylvania
$8.14M -$127K -241 -2%
IAN
954
Integrated Advisors Network
Texas
$8.13M -$274K -520 -3%
PAMG
955
Patton Albertson Miller Group
Tennessee
$8.12M +$16.3K +31 +0.2%
SW
956
SVB Wealth
Massachusetts
$8.12M +$8.12M +15,416 New
HCM
957
Huber Capital Management
California
$8.11M
Walleye Trading
958
Walleye Trading
New York
$8.08M -$143K -271 -2%
GCM
959
Gibraltar Capital Management
Oklahoma
$8.04M -$3.3M -6,272 -29%
IWC
960
Integrated Wealth Concepts
Massachusetts
$8.04M +$183K +347 +2%
RWP
961
RWA Wealth Partners
Massachusetts
$7.98M +$2.18M +4,144 +38%
FFS
962
Fischer Financial Services
Pennsylvania
$7.97M +$7.97M +15,130 New
EB
963
Eastern Bank
Massachusetts
$7.96M -$169K -320 -2%
PCA
964
Pallas Capital Advisors
Massachusetts
$7.95M -$85.3K -162 -1%
RBFC
965
Roman Butler Fullerton & Co
Missouri
$7.91M +$200K +365 +3%
AC
966
Addenda Capital
Quebec, Canada
$7.89M -$22.6K -43 -0.3%
MYAM
967
Meiji Yasuda Asset Management
Japan
$7.85M -$63.7K -121 -0.8%
PGWM
968
Parisi Gray Wealth Management
New Jersey
$7.84M +$24.7K +47 +0.3%
CS
969
Cannell & Spears
New York
$7.84M -$164K -311 -2%
AWM
970
Axxcess Wealth Management
California
$7.83M -$31.1K -59 -0.4%
RPC
971
Rossmore Private Capital
Connecticut
$7.8M +$81.6K +155 +1%
MWM
972
Mission Wealth Management
California
$7.79M +$2.35M +4,456 +43%
PCM
973
Poehling Capital Management
Wisconsin
$7.79M -$5.27K -10 -0.1%
GAAM
974
Guinness Atkinson Asset Management
California
$7.78M -$540K -1,025 -6%
CBT
975
Central Bank & Trust
Kentucky
$7.77M -$517K -982 -6%