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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 %
NB
1351
NBT Bank
New York
$3.7M +$16.3K +31 +0.4%
VFM
1352
Viking Fund Management
North Dakota
$3.69M
SC
1353
Sawyer & Company
Massachusetts
$3.67M +$15.3K +29 +0.4%
PFSC
1354
Peoples Financial Services Corp
Pennsylvania
$3.66M -$95.8K -182 -3%
LA
1355
LVW Advisors
New York
$3.65M +$222K +421 +6%
LAM
1356
Lynch Asset Management
Pennsylvania
$3.65M
WBC
1357
West Branch Capital
Massachusetts
$3.64M +$359K +682 +11%
GS
1358
GTS Securities
New York
$3.64M -$4.83M -9,182 -57%
EBT
1359
Enterprise Bank & Trust
Massachusetts
$3.63M +$5.79K +11 +0.2%
SWA
1360
Stratos Wealth Advisors
Ohio
$3.62M -$39.5K -75 -1%
APIM
1361
Agate Pass Investment Management
Washington
$3.61M -$65.8K -125 -2%
ST
1362
Spinnaker Trust
Maine
$3.61M
EWA
1363
EverSource Wealth Advisors
Alabama
$3.6M +$847K +1,608 +31%
BJL
1364
Brighton Jones LLC
Washington
$3.59M +$1.07M +2,028 +42%
SC
1365
Saturna Capital
Washington
$3.59M -$77.9K -148 -2%
AWM
1366
Accurate Wealth Management
Florida
$3.59M -$223K -441 -6%
HBW
1367
Hazlett, Burt & Watson
West Virginia
$3.55M +$27.9K +53 +0.8%
IBOK
1368
Independence Bank of Kentucky
Kentucky
$3.55M +$1.02M +1,945 +41%
MCM
1369
MV Capital Management
Maryland
$3.55M -$20K -38 -0.6%
ACM
1370
Accent Capital Management
Ohio
$3.54M +$527 +1 +0%
UBG
1371
United Bank (Georgia)
Georgia
$3.53M +$272K +517 +8%
MC
1372
Mirabaud & Cie
Switzerland
$3.53M -$256K -486 -7%
HSA
1373
HBK Sorce Advisory
Pennsylvania
$3.51M +$149K +283 +4%
SB
1374
Simmons Bank
Arkansas
$3.51M -$6.85K -13 -0.2%
TPI
1375
Trust Point Inc
Wisconsin
$3.51M +$238K +452 +7%