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 %
BWP
1501
Balboa Wealth Partners
Arizona
$2.76M -$89K -169 -3%
IIA
1502
IPG Investment Advisors
California
$2.76M +$2.63K +5 +0.1%
SSI
1503
Scott & Selber Inc
Texas
$2.76M -$66.4K -126 -2%
C
1504
Certuity
Florida
$2.75M -$5.2M -9,881 -65%
MPPLM
1505
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.75M +$455K +864 +20%
DRS
1506
Deane Retirement Strategies
Louisiana
$2.75M +$35.3K +67 +1%
HL
1507
HeadInvest LLC
Maine
$2.75M -$18.4K -35 -0.7%
CRWM
1508
Castle Rock Wealth Management
California
$2.75M +$137K +242 +5%
EFM
1509
Eley Financial Management
Vermont
$2.75M +$80K +152 +3%
Tudor Investment Corp
1510
Tudor Investment Corp
Connecticut
$2.74M +$2.74M +5,211 New
HW
1511
Hancock Whitney
Mississippi
$2.74M -$15.3K -29 -0.6%
PFBT
1512
Parkside Financial Bank & Trust
Missouri
$2.74M -$33.7K -64 -1%
WI
1513
WrapManager Inc
California
$2.74M -$42.7K -81 -2%
GIM
1514
Gold Investment Management
Alberta, Canada
$2.73M +$8.95K +17 +0.3%
MIA
1515
MeadowBrook Investment Advisors
Michigan
$2.73M -$55.3K -105 -2%
SAM
1516
S.A. Mason
Michigan
$2.73M -$1.05K -2 -0%
SW
1517
SteelPeak Wealth
California
$2.72M +$114K +217 +4%
S
1518
SimplyRich
California
$2.72M
QPW
1519
Quantum Private Wealth
Florida
$2.7M -$110K -209 -4%
SMA
1520
Sage Mountain Advisors
Georgia
$2.69M +$425K +807 +19%
SFC
1521
SYM Financial Corp
Indiana
$2.67M +$1.93M +3,674 +264%
GITFIT
1522
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.67M -$158K -300 -6%
NHC
1523
Nicholas Hoffman & Company
Georgia
$2.67M -$126K -240 -5%
OM
1524
OV Management
Minnesota
$2.66M +$150K +285 +6%
AA
1525
Apriem Advisors
California
$2.66M +$2.66M +5,050 New