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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 %
NP
1176
NorthRock Partners
Minnesota
$5.29M -$419K -795 -7%
CPIG
1177
Chicago Partners Investment Group
Illinois
$5.28M -$25.3K -49 -0.5%
DWM
1178
Diversify Wealth Management
Utah
$5.28M +$1.21M +2,406 +30%
HP
1179
Hikari Power
Japan
$5.27M
WC
1180
Winmill & Co
New York
$5.27M
CGA
1181
Channing Global Advisors
Florida
$5.26M +$1.59M +3,019 +43%
NFC
1182
Northeast Financial Consultants
Connecticut
$5.25M +$9.48K +18 +0.2%
WPC
1183
Wedmont Private Capital
Pennsylvania
$5.23M +$431K +854 +9%
CWP
1184
Cyndeo Wealth Partners
Florida
$5.21M +$86.4K +164 +2%
LMKC
1185
L.M. Kohn & Company
Ohio
$5.21M -$122K -231 -2%
JRP
1186
Jasper Ridge Partners
California
$5.2M +$4.21K +8 +0.1%
MAM
1187
Morse Asset Management
Connecticut
$5.2M +$415K +788 +9%
RBA
1188
Richard Bernstein Advisors
New York
$5.2M
MCA
1189
Martin Capital Advisors
Texas
$5.2M +$180K +341 +4%
AG
1190
AlTi Global
New York
$5.19M -$190K -361 -4%
MGIA
1191
Moneta Group Investment Advisors
Missouri
$5.19M +$450K +855 +9%
M
1192
Mirova
France
$5.18M -$1.22M -2,324 -19%
PTC
1193
Private Trust Company
Ohio
$5.17M -$674K -1,280 -12%
GIA
1194
Gladstone Institutional Advisory
Florida
$5.16M +$388K +736 +8%
TAM
1195
Trust Asset Management
Texas
$5.14M
SXL
1196
Summit X LLC
Missouri
$5.14M -$124K -236 -2%
CA
1197
Cornerstone Advisory
Maryland
$5.13M -$121K -214 -2%
EMB
1198
Elefante Mark B
$5.11M +$5.11M +9,703 New
WA
1199
Wambolt & Associates
Colorado
$5.1M -$796K -1,512 -13%
IFWM
1200
Institute for Wealth Management
Colorado
$5.08M -$52.1K -99 -1%