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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 %
PVI
1876
Pine Valley Investments
New Jersey
$1.41M +$131K +249 +10%
GIM
1877
Generali Investments Management
Slovenia
$1.4M +$1.4M +2,658 New
EFG
1878
Ethos Financial Group
Pennsylvania
$1.4M -$16.9K -32 -1%
CP
1879
Castleview Partners
Texas
$1.39M -$90.4K -173 -6%
KLCM
1880
KG&L Capital Management
Louisiana
$1.39M -$68.5K -130 -5%
NCFG
1881
New Century Financial Group
New Jersey
$1.39M -$139K -266 -9%
ANB
1882
Amarillo National Bank
Texas
$1.39M
DIM
1883
Delta Investment Management
California
$1.38M -$171K -324 -11%
CA
1884
CoreCap Advisors
Michigan
$1.38M +$181K +344 +15%
BAM
1885
Beaumont Asset Management
Texas
$1.37M -$26.3K -50 -2%
DL
1886
DOHJ LLC
Washington
$1.37M +$26.3K +50 +2%
CFM
1887
Catalyst Funds Management
Australia
$1.37M +$1.05M +2,000 +333%
NFC
1888
Northstar Financial Companies
Pennsylvania
$1.37M +$1.37M +2,599 New
VC
1889
Veracity Capital
Georgia
$1.37M +$44.8K +85 +3%
JJBC
1890
James J. Burns & Company
New York
$1.37M
CIM
1891
CIM Investment Management
Pennsylvania
$1.36M -$18.4K -35 -1%
PWMG
1892
Prestige Wealth Management Group
New Jersey
$1.36M +$110K +209 +9%
ITIM
1893
Indiana Trust & Investment Management
Indiana
$1.36M +$300K +570 +28%
SMA
1894
Seven Mile Advisory
New Jersey
$1.36M +$110K +208 +9%
CM
1895
Cercano Management
Washington
$1.36M -$18.5M -35,163 -93%
DWM
1896
Drive Wealth Management
Utah
$1.35M +$16.9K +32 +1%
FNBOH
1897
First National Bank of Hutchinson
Kansas
$1.35M +$55.3K +105 +4%
TF
1898
Trek Financial
Arizona
$1.34M +$251K +477 +23%
MA
1899
MONECO Advisors
Connecticut
$1.34M +$444K +844 +50%
PMA
1900
Prudent Man Advisors
Illinois
$1.33M -$79K -150 -6%