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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 %
PPA
1801
Pacific Point Advisors
California
$1.56M +$1.56M +2,789 New
HT
1802
Heritage Trust
Oklahoma
$1.56M +$1.56M +2,960 New
Walleye Capital
1803
Walleye Capital
New York
$1.56M -$26.5M -50,378 -94%
TFM
1804
TFC Financial Management
Massachusetts
$1.56M -$19K -36 -1%
PCP
1805
Proficio Capital Partners
Massachusetts
$1.56M +$530K +1,006 +52%
ICP
1806
Interchange Capital Partners
Pennsylvania
$1.55M -$116K -221 -7%
AWM
1807
Aprio Wealth Management
Georgia
$1.55M +$216K +410 +16%
WFI
1808
West Family Investments
California
$1.55M -$12.1K -23 -0.8%
AWM
1809
Aviso Wealth Management
Washington
$1.55M +$294K +559 +23%
OBWG
1810
Onyx Bridge Wealth Group
New York
$1.55M +$4.21K +8 +0.3%
UCB
1811
United Community Bank
South Carolina
$1.55M -$23.7K -45 -2%
PCMF
1812
Private Capital Management (Florida)
Florida
$1.55M
MSFS
1813
Main Street Financial Solutions
Pennsylvania
$1.55M -$233K -443 -13%
AFS
1814
Aft Forsyth & Sober
Florida
$1.54M
GCM
1815
GKV Capital Management
California
$1.54M +$1.54M +2,925 New
EP
1816
Edgestream Partners
New Jersey
$1.54M +$1.54M +2,924 New
BMCM
1817
Burns Matteson Capital Management
New York
$1.54M -$95.8K -182 -6%
ANBT
1818
American National Bank & Trust
Texas
$1.53M -$5.27K -10 -0.3%
RCG
1819
Regatta Capital Group
California
$1.53M +$17.4K +33 +1%
TSMHT
1820
Thurston Springer Miller Herd & Titak
Indiana
$1.52M +$356K +676 +31%
BFO
1821
Biltmore Family Office
North Carolina
$1.52M
DCM
1822
DGS Capital Management
New Jersey
$1.52M +$10.5K +20 +0.7%
MW
1823
Marcum Wealth
Ohio
$1.52M -$16.3K -31 -1%
JMFC
1824
J.M. Forbes & Co
Massachusetts
$1.52M
MWA
1825
Meridian Wealth Advisors
Texas
$1.52M +$527 +1 +0%