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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 %
WF
2051
WinCap Financial
Massachusetts
$1.04M +$1.04M +1,979 New
NRD
2052
Nebula Research & Development
New York
$1.04M -$847K -1,609 -45%
FHC
2053
First Heartland Consultants
Missouri
$1.04M -$12.6K -24 -1%
CFGW
2054
Chancellor Financial Group WB
Pennsylvania
$1.04M +$1.04M +1,977 New
JCM
2055
Jacobsen Capital Management
Utah
$1.04M +$1.05K +2 +0.1%
HWM
2056
Howard Wealth Management
Connecticut
$1.04M -$2.63K -5 -0.3%
SAM
2057
Steinberg Asset Management
New York
$1.04M -$490K -930 -32%
FWM
2058
Forza Wealth Management
Florida
$1.03M +$10K +19 +1%
TCB
2059
Texas Capital Bancshares
Texas
$1.03M +$527 +1 +0.1%
BIA
2060
Bigelow Investment Advisors
Maine
$1.03M +$3.16K +6 +0.3%
XT
2061
XTX Topco
Cayman Islands
$1.03M -$1.13M -2,144 -52%
BT
2062
Banque Transatlantique
France
$1.02M +$1.02M +1,944 New
MCM
2063
Monument Capital Management
Virginia
$1.02M +$57.9K +110 +6%
WC
2064
Waterloo Capital
Texas
$1.02M +$69K +131 +7%
MAM
2065
Madison Asset Management
Wisconsin
$1.02M
MIA
2066
Madison Investment Advisors
Wisconsin
$1.02M +$1.02M +1,934 New
TWP
2067
Triad Wealth Partners
Kansas
$1.02M +$1.02M +1,932 New
Financial Engines Advisors
2068
Financial Engines Advisors
California
$1.02M +$75.8K +144 +8%
DWM
2069
Dorchester Wealth Management
Quebec, Canada
$1.02M +$412K +783 +68%
RCA
2070
Runnymede Capital Advisors
Ohio
$1.01M +$1.01M +1,915 New
SWP
2071
Strategic Wealth Partners
Ohio
$1.01M +$34.5K +61 +4%
DI
2072
DDFG Inc
California
$1M
RWM
2073
Riverbend Wealth Management
South Carolina
$1M +$1M +1,895 New
RLH
2074
RD Lewis Holdings
Florida
$1M +$1M +1,780 New
SIA
2075
Strategic Investment Advisors
Michigan
$1M -$3.16K -6 -0.3%