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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 %
BSHC
2201
Breed's Hill Capital
Massachusetts
$844K +$518K +983 +159%
MKC
2202
M. Kraus & Co
Vermont
$844K -$9.48K -18 -1%
SL
2203
Salomon & Ludwin
Virginia
$840K -$5.27K -10 -0.6%
VIA
2204
Victrix Investment Advisors
Florida
$840K +$840K +1,595 New
MIM
2205
Moseley Investment Management
Florida
$837K -$1.58K -3 -0.2%
TA
2206
TFG Advisers
Michigan
$835K +$1.05K +2 +0.1%
BMC
2207
Beaton Management Company
Massachusetts
$833K
CWA
2208
Consilio Wealth Advisors
Washington
$833K -$172K -326 -17%
SWM
2209
Salvus Wealth Management
New Jersey
$832K +$17.9K +34 +2%
APA
2210
Astoria Portfolio Advisors
New York
$832K +$122K +239 +17%
HPG
2211
Harvest Portfolios Group
Ontario, Canada
$831K +$244K +463 +42%
QFA
2212
Quantum Financial Advisors
California
$829K
FWP
2213
Forefront Wealth Partners
Texas
$826K +$826K +1,568 New
HNWAG
2214
High Net Worth Advisory Group
Florida
$825K
FCA
2215
FLC Capital Advisors
California
$823K -$13.2K -25 -2%
SG
2216
Sienna Gestion
France
$822K -$14.2M -26,883 -95%
AWM
2217
Ariadne Wealth Management
California
$820K +$149K +263 +22%
FA
2218
Fermata Advisors
California
$819K +$453K +860 +124%
PWA
2219
Physician Wealth Advisors
Utah
$817K -$49K -93 -6%
FIB
2220
First Interstate Bank
Montana
$817K -$15.3K -29 -2%
CPC
2221
Cookson Peirce & Co
Pennsylvania
$812K -$25.8K -49 -3%
IWP
2222
Invenio Wealth Partners
Florida
$812K +$11.1K +21 +1%
NRW
2223
Nova R Wealth
Kansas
$812K +$1.05K +2 +0.1%
SIC
2224
Salem Investment Counselors
North Carolina
$811K -$5.27K -10 -0.6%
CWA
2225
Clarity Wealth Advisors
California
$811K -$17.4K -33 -2%