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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
2126
KLCM Advisors
Wisconsin
$935K -$52.7K -100 -5%
WWM
2127
Whalen Wealth Management
Nevada
$933K +$933K +1,771 New
TFP
2128
Tilia Fiduciary Partners
North Carolina
$931K -$20.5K -39 -2%
1CP
2129
17 Capital Partners
Arizona
$930K +$18.4K +35 +2%
MPPW
2130
Mitchell & Pahl Private Wealth
Oklahoma
$928K -$59.5K -113 -6%
TAM
2131
Taurus Asset Management
New York
$924K
PCG
2132
PFC Capital Group
California
$921K
KCM
2133
Kathmere Capital Management
Pennsylvania
$921K +$98.5K +187 +12%
PWM
2134
Pines Wealth Management
North Carolina
$917K +$917K +1,817 New
LIA
2135
LBMC Investment Advisors
Tennessee
$914K
SC
2136
Summa Corp
Texas
$914K
NCG
2137
Newport Capital Group
New Jersey
$914K -$29K -55 -3%
MAM
2138
McLean Asset Management
Virginia
$913K +$30.5K +58 +3%
SP
2139
Stonebrook Private
Michigan
$913K +$45.3K +86 +5%
TIA
2140
Traphagen Investment Advisors
New Jersey
$912K -$1.58K -3 -0.2%
BIM
2141
Baldwin Investment Management
Pennsylvania
$911K +$49K +93 +6%
WFC
2142
Western Financial Corp
California
$911K +$609K +1,157 +202%
ZF
2143
Zhang Financial
Michigan
$911K +$46.9K +89 +5%
NA
2144
Navellier & Associates
Nevada
$910K
SB
2145
Sunflower Bank
Texas
$910K +$40K +76 +5%
BAM
2146
Brave Asset Management
New Jersey
$907K -$10.5K -20 -1%
WI
2147
WBI Investments
New Jersey
$905K +$905K +1,719 New
MSAM
2148
Moloney Securities Asset Management
Missouri
$904K -$12.1K -23 -1%
DFA
2149
Davies Financial Advisors
California
$903K -$154K -293 -15%
WAM
2150
Werlinich Asset Management
Connecticut
$903K