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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 %
KA
1826
Kovack Advisors
Florida
$1.5M +$160K +304 +12%
HFA
1827
Harbert Fund Advisors
Alabama
$1.5M -$895K -1,700 -37%
SHFA
1828
SC&H Financial Advisors
Maryland
$1.5M
JFGIW
1829
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.5M -$174K -312 -10%
SWM
1830
SeaCrest Wealth Management
New York
$1.49M -$1.05K -2 -0.1%
OFS
1831
OneAscent Financial Services
Alabama
$1.49M +$397K +754 +36%
PWM
1832
Prentice Wealth Management
New York
$1.49M +$29.5K +56 +2%
CANC
1833
Culbertson A N & Co
Virginia
$1.48M -$5.27K -10 -0.4%
GC
1834
Gilbert & Cook
Iowa
$1.47M -$7.9K -15 -0.5%
RCA
1835
Roberts Capital Advisors
Colorado
$1.47M
4WM
1836
4J Wealth Management
Virginia
$1.47M -$51.1K -97 -3%
GA
1837
Guerra Advisors
Florida
$1.47M +$1.47M +2,795 New
RIL
1838
Rothschild Investment LLC
Illinois
$1.47M +$23.2K +44 +2%
CIM
1839
Caldwell Investment Management
Ontario, Canada
$1.47M
ACA
1840
Affinity Capital Advisors
California
$1.47M +$20.5K +40 +1%
TWA
1841
TCI Wealth Advisors
Arizona
$1.47M -$127K -241 -8%
DWG
1842
Darden Wealth Group
Michigan
$1.47M
KC
1843
Katamaran Capital
United Kingdom
$1.47M +$1.47M +2,784 New
BB
1844
Berkshire Bank
Massachusetts
$1.47M +$520K +988 +55%
RWI
1845
Red Wave Investments
Pennsylvania
$1.46M
RIG
1846
RiverFront Investment Group
Virginia
$1.46M +$1.46M +2,771 New
IP
1847
Intellectus Partners
California
$1.46M
GS
1848
GWN Securities
Florida
$1.46M +$1.46M +2,733 New
DBRC
1849
D.B. Root & Company
Pennsylvania
$1.45M +$41.1K +78 +3%
MFS
1850
Mattson Financial Services
Michigan
$1.45M +$251K +509 +21%