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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 %
WWM
1476
WT Wealth Management
Arizona
$2.9M +$110K +209 +4%
CAMV
1477
Concord Asset Management (Virginia)
Virginia
$2.9M -$20.5K -39 -0.7%
BWG
1478
Boomfish Wealth Group
Georgia
$2.9M +$21.1K +40 +0.7%
CA
1479
Cannon Advisors
North Carolina
$2.89M -$217K -413 -7%
AEPWM
1480
Atlantic Edge Private Wealth Management
Florida
$2.89M -$43.2K -82 -1%
PRS
1481
Pinkerton Retirement Specialists
Idaho
$2.89M -$63.7K -121 -2%
AWA
1482
Aaron Wealth Advisors
Illinois
$2.88M +$66.3K +126 +2%
AT
1483
Avalon Trust
New Mexico
$2.87M -$82.7K -157 -3%
KIC
1484
Kensington Investment Counsel
California
$2.86M -$75.3K -143 -3%
FC
1485
Farringdon Capital
United Kingdom
$2.86M +$2.86M +5,429 New
PIM
1486
Platinum Investment Management
Australia
$2.86M +$2.86M +5,425 New
CT
1487
Clearstead Trust
Maine
$2.85M +$439K +833 +18%
SCI
1488
Stableford Capital II
Arizona
$2.85M -$47.4K -90 -2%
IPW
1489
Inlet Private Wealth
Florida
$2.84M
CM
1490
Churchill Management
California
$2.84M -$41.6K -79 -1%
TWM
1491
Tolleson Wealth Management
Texas
$2.84M -$16.8K -32 -0.6%
BIA
1492
Benchmark Investment Advisors
Illinois
$2.82M +$36.3K +69 +1%
SFG
1493
Sovereign Financial Group
Connecticut
$2.82M -$42.1K -80 -1%
VIPI
1494
Vista Investment Partners II
Indiana
$2.82M +$2.82M +5,352 New
RA
1495
RiverPark Advisors
New York
$2.8M +$1.17M +3,294 +72%
GFG
1496
Goldstone Financial Group
Illinois
$2.79M +$70K +133 +3%
KCM
1497
Kerusso Capital Management
North Carolina
$2.79M +$5.27K +10 +0.2%
IA
1498
IFG Advisory
Georgia
$2.78M +$321K +610 +13%
MBTD
1499
Mechanics Bank - Trust Department
California
$2.78M +$23.2K +44 +0.8%
FHA
1500
First Horizon Advisors
Tennessee
$2.77M +$61.1K +116 +2%