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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 %
CFO
1951
Collective Family Office
Pennsylvania
$1.23M -$23.7K -45 -2%
OC
1952
Oakworth Capital
Alabama
$1.23M +$65.3K +124 +6%
FFA
1953
Florida Financial Advisors
Florida
$1.22M +$82.7K +157 +7%
HFM
1954
Hartford Funds Management
Pennsylvania
$1.22M +$99.5K +189 +9%
CFIA
1955
Cantor Fitzgerald Investment Advisors
New York
$1.22M -$184K -350 -13%
FFWA
1956
FRG Family Wealth Advisors
Washington
$1.22M -$2.11K -4 -0.2%
ICP
1957
Impact Capital Partners
Colorado
$1.22M +$1.22M +2,320 New
PC
1958
Permit Capital
Pennsylvania
$1.22M
BWP
1959
BSW Wealth Partners
Colorado
$1.22M +$130K +246 +12%
MWM
1960
MOKAN Wealth Management
Kansas
$1.22M +$1.22M +2,312 New
MMM
1961
Mendel Money Management
Illinois
$1.22M +$3.69K +7 +0.3%
NFA
1962
Northern Financial Advisors
Michigan
$1.21M -$121K -230 -9%
WAAG
1963
Wealth Alliance Advisory Group
Kansas
$1.21M -$19.5K -37 -2%
FLI
1964
Family Legacy Inc
South Carolina
$1.21M +$24.8K +48 +2%
FA
1965
Faithward Advisors
Pennsylvania
$1.21M +$29K +55 +2%
GWANC
1966
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.2M +$209K +396 +21%
LJAC
1967
L.J. Altfest & Co
New York
$1.2M +$2.63K +5 +0.2%
SFS
1968
Stiles Financial Services
Minnesota
$1.2M -$133K -252 -10%
NMG
1969
New Millennium Group
Utah
$1.2M +$185K +352 +18%
HI
1970
Harper Investing
California
$1.2M -$175K -332 -13%
RSA
1971
River Street Advisors
Illinois
$1.2M +$43.2K +82 +4%
SIA
1972
SkyView Investment Advisors
New Jersey
$1.2M -$1.46M -2,765 -55%
VEA
1973
Virtus ETF Advisers
New York
$1.19M +$130K +247 +12%
ZB
1974
Zions Bancorporation
Utah
$1.19M -$3.16K -6 -0.3%
ARG
1975
Advisory Resource Group
Oklahoma
$1.19M -$6.84K -13 -0.6%