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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 %
EM
1851
Excalibur Management
Massachusetts
$1.45M -$50.6K -96 -3%
KCM
1852
KRS Capital Management
Michigan
$1.45M +$13.7K +26 +1%
AA
1853
Alta Advisers
United Kingdom
$1.44M +$233K +442 +19%
WAG
1854
Winthrop Advisory Group
Massachusetts
$1.44M +$143K +272 +11%
GAG
1855
GM Advisory Group
New York
$1.44M +$2.11K +4 +0.1%
CWM
1856
Challenger Wealth Management
California
$1.44M +$1.44M +2,734 New
FWM
1857
FFT Wealth Management
Pennsylvania
$1.44M +$42.6K +81 +3%
RSWM
1858
Robertson Stephens Wealth Management
California
$1.44M -$776K -1,473 -35%
QWM
1859
Quadcap Wealth Management
Texas
$1.44M +$15.8K +30 +1%
API
1860
Asset Planning Inc
California
$1.43M +$1.43M +2,723 New
CWM
1861
Chesapeake Wealth Management
Virginia
$1.43M -$29.5K -56 -2%
BWM
1862
BNC Wealth Management
Oregon
$1.43M -$10K -19 -0.7%
TSWM
1863
Tyler-Stone Wealth Management
Ohio
$1.42M -$477K -906 -25%
FCG
1864
Fielder Capital Group
Tennessee
$1.42M
ACMA
1865
Arbor Capital Management (Alaska)
Alaska
$1.42M -$367K -669 -21%
SFG
1866
SevenBridge Financial Group
Pennsylvania
$1.42M
PCM
1867
Pointe Capital Management
Michigan
$1.42M -$10.5K -20 -0.7%
SP
1868
Stablepoint Partners
Massachusetts
$1.42M
PL
1869
Plancorp LLC
Missouri
$1.41M -$36.3K -69 -3%
CSPIA
1870
Cary Street Partners Investment Advisory
Virginia
$1.41M -$3.49M -6,622 -71%
PAG
1871
Paladin Advisory Group
Iowa
$1.41M
CP
1872
Clarendon Private
Massachusetts
$1.41M +$1.41M +2,679 New
EWS
1873
Evergreen Wealth Solutions
Pennsylvania
$1.41M +$88.5K +168 +7%
DA
1874
Doliver Advisors
Texas
$1.41M
SHGA
1875
Sand Hill Global Advisors
California
$1.41M -$3.16K -6 -0.2%