MA icon

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 %
DQRIM
1401
Dale Q Rice Investment Management
Washington
$3.32M +$3.32M +6,308 New
KCM
1402
Kendall Capital Management
Maryland
$3.32M -$4.74K -9 -0.1%
AWM
1403
Angeles Wealth Management
California
$3.31M +$69.5K +132 +2%
FFA
1404
Fortune Financial Advisors
Kansas
$3.29M +$13.2K +25 +0.4%
ACM
1405
Alpha Capital Management
Texas
$3.29M -$44.2K -84 -1%
BCM
1406
Brown Capital Management
Maryland
$3.28M -$235K -447 -7%
VFA
1407
Voya Financial Advisors
Connecticut
$3.27M +$78.8K +150 +2%
BTW
1408
Boston Trust Walden
Massachusetts
$3.25M -$10.5K -20 -0.3%
AOWM
1409
Alpha Omega Wealth Management
Virginia
$3.24M -$8.95K -17 -0.3%
HIC
1410
Holderness Investments Company
North Carolina
$3.23M +$15.3K +29 +0.5%
PFG
1411
Putney Financial Group
California
$3.22M +$3.22M +6,117 New
DCM
1412
Dudley Capital Management
Virginia
$3.21M -$5.27K -10 -0.2%
TC
1413
Tsai Capital
New York
$3.2M -$40K -76 -1%
TCA
1414
Transcend Capital Advisors
New Jersey
$3.2M +$270K +513 +9%
ADL
1415
Asset Dedication LLC
California
$3.18M -$1.27M -2,416 -29%
CWG
1416
Cornerstone Wealth Group
North Carolina
$3.18M +$187K +355 +6%
ACL
1417
Applied Capital LLC
Florida
$3.17M -$31.6K -60 -1%
PMG
1418
ProVise Management Group
Florida
$3.17M -$56.3K -107 -2%
SC
1419
Savoie Capital
Illinois
$3.16M
MA
1420
Mutual Advisors
Nebraska
$3.15M -$44.5K -85 -1%
LCM
1421
Landscape Capital Management
New Jersey
$3.15M +$520K +988 +20%
OL
1422
Optas LLC
Texas
$3.15M +$76.9K +146 +3%
RCA
1423
Resonant Capital Advisors
Wisconsin
$3.13M +$192K +364 +7%
SIA
1424
SeaBridge Investment Advisors
New Jersey
$3.13M +$160K +303 +5%
ANTB
1425
AMG National Trust Bank
Colorado
$3.13M +$85.8K +163 +3%