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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 %
AIC
1701
Archer Investment Corporation
Indiana
$1.9M -$57.9K -110 -3%
TC
1702
TFR Capital
Texas
$1.9M +$1.9M +3,605 New
SFP
1703
Shepherd Financial Partners
Massachusetts
$1.89M +$12.1K +23 +0.6%
HI
1704
Horizon Investments
North Carolina
$1.88M +$92K +175 +5%
EFA
1705
Evernest Financial Advisors
Indiana
$1.88M -$10.5K -20 -0.6%
FW
1706
FullCircle Wealth
Texas
$1.87M +$48.7K +86 +3%
ISWM
1707
Independent Solutions Wealth Management
New York
$1.87M -$76.9K -146 -4%
CCMG
1708
Clark Capital Management Group
Pennsylvania
$1.87M +$203K +385 +12%
CCG
1709
Catalina Capital Group
California
$1.87M +$92.7K +176 +5%
CIA
1710
Cape Investment Advisory
Georgia
$1.87M +$14.7K +28 +0.8%
FGA
1711
Fortis Group Advisors
New Jersey
$1.87M -$59K -112 -3%
DFG
1712
Demars Financial Group
Washington
$1.86M +$1.86M +979,518 +50,439%
GVAG
1713
Great Valley Advisor Group
Delaware
$1.86M +$291K +552 +19%
PWPS
1714
Pinnacle Wealth Planning Services
Ohio
$1.85M -$899K -1,708 -33%
CFA
1715
Cahill Financial Advisors
Minnesota
$1.84M +$143K +272 +8%
MFS
1716
Monetta Financial Services
Illinois
$1.84M
AG
1717
Algert Global
California
$1.84M +$200K +379 +12%
CL
1718
CVFG LLC
Indiana
$1.84M +$1.84M +3,497 New
TSS
1719
Two Sigma Securities
New York
$1.84M +$1.21M +2,292 +192%
SFG
1720
Synergy Financial Group
California
$1.83M -$111K -210 -6%
WAG
1721
Wallace Advisory Group
California
$1.83M -$3.95K -8 -0.2%
IC
1722
Iconiq Capital
California
$1.83M +$814K +1,546 +80%
RWP
1723
Revolve Wealth Partners
New Jersey
$1.81M -$339K -643 -16%
BC
1724
Bridgefront Capital
Texas
$1.81M -$1.44M -2,733 -44%
SIM
1725
Sentry Investment Management
Wisconsin
$1.81M -$294K -558 -14%