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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 %
PAM
1301
Peak Asset Management
Colorado
$4.12M -$40.5K -77 -1%
RWM
1302
Rockline Wealth Management
New York
$4.12M +$135K +256 +3%
GWMR
1303
GC Wealth Management RIA
Massachusetts
$4.11M +$437K +829 +12%
BPC
1304
Bearing Point Capital
Minnesota
$4.11M +$4.11M +7,807 New
WPW
1305
Waldron Private Wealth
Pennsylvania
$4.09M +$138K +262 +3%
DWP
1306
Daymark Wealth Partners
Ohio
$4.09M -$172K -327 -4%
GTAM
1307
Global Trust Asset Management
Florida
$4.08M +$5.27K +10 +0.1%
WJWM
1308
Williams Jones Wealth Management
New York
$4.06M -$1.12M -2,121 -22%
HFRG
1309
Houlihan Financial Resource Group
Virginia
$4.06M -$137K -261 -3%
CGL
1310
Clarius Group LLC
Washington
$4.04M -$1.39M -2,633 -26%
CPC
1311
Consolidated Planning Corp
Georgia
$4.02M +$4.02M +7,632 New
IB
1312
Intrust Bank
Kansas
$3.99M +$21.1K +40 +0.5%
Hudson Bay Capital Management
1313
Hudson Bay Capital Management
Connecticut
$3.99M +$3.99M +7,582 New
ECM
1314
Evergreen Capital Management
Washington
$3.99M -$608K -1,155 -13%
FA
1315
Fiduciary Alliance
South Carolina
$3.98M +$2.33M +4,429 +141%
OCM
1316
Orleans Capital Management
Louisiana
$3.98M -$5.65K -10 -0.1%
PCS
1317
Personal CFO Solutions
New Jersey
$3.98M -$80K -152 -2%
CSP
1318
Cary Street Partners
Virginia
$3.95M +$3.95M +7,510 New
WCAMG
1319
Woodard & Company Asset Management Group
North Carolina
$3.94M +$39K +74 +1%
WP
1320
WealthPLAN Partners
Nebraska
$3.93M -$633K -1,202 -14%
BEC
1321
Blue Edge Capital
Virginia
$3.92M +$52.1K +99 +1%
WGCA
1322
Wolf Group Capital Advisors
Virginia
$3.92M
SWP
1323
Sagespring Wealth Partners
Tennessee
$3.92M +$3.92M +7,435 New
CCMT
1324
CMT Capital Markets Trading
Germany
$3.91M +$3.91M +7,432 New
FFA
1325
Fairfield Financial Advisors
Massachusetts
$3.91M -$116K -220 -3%