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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 %
AWM
1076
Avitas Wealth Management
California
$6.27M -$64.2K -122 -1%
SIG
1077
Sargent Investment Group
Maryland
$6.24M +$1.43M +2,837 +30%
CGIM
1078
Capital Group Investment Management
Singapore
$6.24M +$254K +483 +4%
GFA
1079
Gifford Fong Associates
California
$6.23M
FCM
1080
Fairbanks Capital Management
California
$6.23M +$79.5K +151 +1%
MG
1081
Mather Group
Illinois
$6.21M -$468K -888 -7%
GC
1082
Grimes & Company
Massachusetts
$6.17M +$31.6K +60 +0.5%
VIP
1083
Vista Investment Partners
Oklahoma
$6.17M +$49.5K +94 +0.8%
ETC
1084
Exchange Traded Concepts
Oklahoma
$6.14M +$1.99M +3,778 +48%
BI
1085
Berkeley Inc
Idaho
$6.14M -$6.14M -11,658 -50%
RWA
1086
River Wealth Advisors
Pennsylvania
$6.11M -$57.9K -110 -0.9%
AFG
1087
Atomi Financial Group
New York
$6.1M +$1.33M +2,517 +28%
TCOT
1088
Trust Company of Toledo
Ohio
$6.1M +$250K +474 +4%
Connor, Clark & Lunn Investment Management (CC&L)
1089
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.08M +$1.23M +2,330 +25%
SGA
1090
Strategic Global Advisors
California
$6.06M +$252K +478 +4%
CB
1091
Cadence Bank
Mississippi
$6.05M -$83.7K -159 -1%
AAMA
1092
Advanced Asset Management Advisors
Ohio
$6.03M
AC
1093
AlpenGlobal Capital
California
$6.03M +$6.03M +11,445 New
GPI
1094
General Partner Inc
Pennsylvania
$5.98M -$369K -700 -6%
EDRH
1095
Edmond de Rothschild Holding
Switzerland
$5.97M +$1.08M +2,055 +22%
CW
1096
CreativeOne Wealth
Kansas
$5.97M +$814K +1,546 +16%
AI
1097
AXS Investments
New York
$5.94M +$44.2K +84 +0.8%
LTAS
1098
Linden Thomas Advisory Services
North Carolina
$5.94M +$787K +1,495 +15%
FCI
1099
Financial Counselors Inc
Kansas
$5.9M +$260K +494 +5%
FPAS
1100
Focus Partners Advisor Solutions
Missouri
$5.89M +$545K +1,035 +10%