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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 %
TCM
2176
Tributary Capital Management
Nebraska
$879K -$39.5K -75 -4%
TCWM
2177
Total Clarity Wealth Management
Illinois
$875K +$25.3K +48 +3%
HPM
2178
Hoxton Planning & Management
West Virginia
$874K +$1.05K +2 +0.1%
MSA
2179
Marino Stram & Associates
Massachusetts
$873K +$526 +1 +0.1%
FOA
2180
Five Oceans Advisors
California
$873K -$138K -263 -14%
TIM
2181
Tevis Investment Management
Texas
$871K +$2.63K +5 +0.3%
CWA
2182
Crux Wealth Advisors
California
$868K +$868K +1,649 New
JSL
2183
JT Stratford LLC
Georgia
$868K -$51.6K -98 -6%
NL
2184
NWAM LLC
Washington
$865K -$42.6K -81 -5%
VIS
2185
Vega Investment Solutions
France
$865K +$865K +1,642 New
APP
2186
Avantax Planning Partners
Iowa
$865K +$91.6K +174 +12%
ACM
2187
Advance Capital Management
Michigan
$862K -$7.37K -14 -0.8%
ALAM
2188
Asahi Life Asset Management
Japan
$858K -$398K -755 -32%
ACM
2189
AlphaStar Capital Management
North Carolina
$857K +$23.7K +45 +3%
GWM
2190
GSB Wealth Management
Connecticut
$857K -$7.37K -14 -0.9%
TFIPS
2191
Towarzystwo Funduszy Inwestycyjnych PZU SA
$857K +$228K +433 +36%
WI
2192
Wedgewood Investors
Pennsylvania
$853K
MWA
2193
Midland Wealth Advisors
Illinois
$853K -$24.2K -46 -3%
WB
2194
Webster Bank
Connecticut
$852K -$52.7K -100 -6%
LSA
2195
Lion Street Advisors
Texas
$851K -$51.6K -98 -6%
RFA
2196
Resurgent Financial Advisors
Georgia
$850K +$33.7K +64 +4%
SAM
2197
SignalPoint Asset Management
Missouri
$848K
OWA
2198
Outlook Wealth Advisors
Texas
$846K +$79K +150 +10%
BFW
2199
Brady Family Wealth
Missouri
$845K
PSC
2200
Prentiss Smith & Co
Vermont
$845K