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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 %
MC
1526
Martin & Co
Tennessee
$2.65M -$126K -239 -5%
NCGI
1527
Next Century Growth Investors
Minnesota
$2.65M +$1.05K +2 +0%
HBT
1528
Heartland Bank & Trust
Illinois
$2.65M -$77.9K -148 -3%
PSB
1529
Passumpsic Savings Bank
Vermont
$2.65M +$18.4K +35 +0.7%
FPCP
1530
Fort Point Capital Partners
California
$2.64M +$87.9K +167 +3%
HR
1531
Hardy Reed
Mississippi
$2.64M +$12.1K +23 +0.5%
QWP
1532
Quotient Wealth Partners
Texas
$2.64M +$77.9K +148 +3%
RDIA
1533
RE Dickinson Investment Advisors
Iowa
$2.63M
BLAM
1534
Bourne Lent Asset Management
New York
$2.63M
TCG
1535
Tremblant Capital Group
Florida
$2.63M +$337K +640 +15%
PWP
1536
Principle Wealth Partners
Connecticut
$2.6M -$50.6K -96 -2%
EWM
1537
Empirical Wealth Management
Washington
$2.6M +$462K +878 +22%
RA
1538
Rockingstone Advisors
Massachusetts
$2.59M +$153K +290 +6%
SI
1539
Scharf Investments
California
$2.59M +$176K +334 +7%
CA
1540
Cullinan Associates
Kentucky
$2.58M -$421K -800 -14%
SL
1541
SFM LLC
New Hampshire
$2.58M -$11.6K -22 -0.4%
CAM
1542
Clark Asset Management
New Hampshire
$2.57M -$792K -1,505 -24%
SC
1543
Sepio Capital
Utah
$2.57M -$108K -205 -4%
AMCA
1544
Arthur M. Cohen & Associates
Illinois
$2.56M -$8.43K -16 -0.3%
CT
1545
Chicago Trust
Illinois
$2.56M -$351K -667 -12%
HC
1546
Hara Capital
Washington
$2.56M +$1.31M +2,491 +105%
MCM
1547
Manchester Capital Management
Vermont
$2.56M +$32.1K +61 +1%
OIA
1548
Optimum Investment Advisors
Illinois
$2.56M
HCM
1549
Howland Capital Management
Massachusetts
$2.55M -$20.5K -39 -0.8%
PMWMG
1550
Parr McKnight Wealth Management Group
Minnesota
$2.55M +$2.55M +4,841 New