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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 %
GCM
1426
Gables Capital Management
Florida
$3.12M -$26.3K -50 -0.8%
SAI
1427
Savvy Advisors Inc
New York
$3.12M +$1.99M +3,781 +177%
WLPWM
1428
Walled Lake Planning & Wealth Management
Illinois
$3.11M -$11.6K -22 -0.4%
SOW
1429
State of Wyoming
Wyoming
$3.1M +$2.63M +4,999 +557%
Parallax Volatility Advisers
1430
Parallax Volatility Advisers
California
$3.09M -$246K -468 -7%
QIM
1431
Quest Investment Management
Oregon
$3.09M +$1.54M +2,932 +100%
CCG
1432
Chatham Capital Group
Georgia
$3.08M +$13.2K +25 +0.4%
CGI
1433
Comgest Global Investors
France
$3.07M +$3.07M +5,833 New
CWP
1434
Concord Wealth Partners
Virginia
$3.07M +$41.6K +79 +1%
OHIS
1435
Oak Harvest Investment Services
Texas
$3.07M +$211K +400 +7%
KWA
1436
Kingswood Wealth Advisors
California
$3.07M -$2.31M -4,389 -43%
SFO
1437
Stenger Family Office
Illinois
$3.07M +$3.07M +5,823 New
SWM
1438
Segment Wealth Management
Texas
$3.07M +$13.2K +25 +0.4%
DAS
1439
Diversify Advisory Services
Utah
$3.06M -$435K -861 -12%
KRSITF
1440
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.06M -$17.3M -20,761 -85%
AP
1441
Americana Partners
Texas
$3.06M -$73.7K -140 -2%
FIM
1442
Freedom Investment Management
Connecticut
$3.05M -$119K -226 -4%
EWM
1443
Elmwood Wealth Management
California
$3.05M -$10.5K -20 -0.3%
CFM
1444
Coronation Fund Managers
South Africa
$3.05M -$722K -1,371 -19%
PF
1445
Prosperitas Financial
California
$3.04M +$152K +289 +5%
WAM
1446
Weatherly Asset Management
California
$3.04M -$7.9K -15 -0.3%
NHT
1447
New Hampshire Trust
New Hampshire
$3.03M -$156K -297 -5%
MWM
1448
Marion Wealth Management
Pennsylvania
$3.03M +$19.5K +37 +0.6%
BTI
1449
Blue Trust Inc
Georgia
$3.02M -$2.69M -5,107 -47%
WG
1450
Wealth Group
North Carolina
$3.02M +$10K +19 +0.3%