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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 %
CWM
1451
Cordatus Wealth Management
Pennsylvania
$3.01M +$104K +197 +4%
SCA
1452
STALEY CAPITAL ADVISERS
Pennsylvania
$3.01M
LC
1453
Lindbrook Capital
California
$3.01M +$72.7K +138 +2%
SAG
1454
SageView Advisory Group
California
$3.01M +$114K +217 +4%
CDDEC
1455
Caisse Des Depots Et Consignations
France
$3.01M +$3.01M +5,712 New
SA
1456
Strategic Advisors
New York
$3.01M +$197K +374 +7%
VWM
1457
VCI Wealth Management
Missouri
$3M +$641K +1,218 +27%
LIA
1458
Lynx Investment Advisory
District of Columbia
$3M -$145K -275 -5%
TRIA
1459
Trail Ridge Investment Advisors
Colorado
$3M +$7.37K +14 +0.2%
BB
1460
Bell Bank
North Dakota
$2.99M -$8.43K -16 -0.3%
WA
1461
Waverly Advisors
Alabama
$2.99M +$1.73M +3,295 +138%
NIA
1462
NIA Impact Advisors
California
$2.99M +$47.4K +90 +2%
SPG
1463
Strategic Planning Group
Utah
$2.99M +$80K +152 +3%
OFA
1464
Oak Family Advisors
Illinois
$2.97M -$713K -1,354 -19%
QCM
1465
Qsemble Capital Management
New York
$2.97M +$2.97M +5,646 New
PP
1466
Patten & Patten
Tennessee
$2.97M +$80.6K +153 +3%
EFSCE
1467
Enterprise Financial Services Corp (EFSC)
Missouri
$2.96M -$10.5K -20 -0.4%
GLR
1468
Great Lakes Retirement
Ohio
$2.96M -$4.21K -8 -0.1%
SA
1469
SRN Advisors
Pennsylvania
$2.96M +$432K +821 +17%
AC
1470
Avestar Capital
New York
$2.96M +$290K +550 +11%
VWM
1471
Venturi Wealth Management
Texas
$2.94M +$64.2K +122 +2%
SC
1472
Sierra Capital
Florida
$2.94M
PSB
1473
Piscataqua Savings Bank
New Hampshire
$2.93M -$93.2K -177 -3%
VWA
1474
Visionary Wealth Advisors
Illinois
$2.92M +$252K +479 +9%
WCM
1475
WealthBridge Capital Management
Ohio
$2.91M