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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 %
JIC
2226
Joel Isaacson & Co
New York
$806K +$18.4K +35 +2%
PA
2227
PSI Advisors
Florida
$804K -$71.6K -136 -8%
SPWM
2228
Spartan Planning & Wealth Management
North Carolina
$804K +$804K +1,526 New
TA
2229
TFB Advisors
Kansas
$802K -$4.21K -8 -0.5%
VCM
2230
Virtue Capital Management
Tennessee
$802K -$378K -717 -32%
AI
2231
Atom Investors
Texas
$801K +$801K +1,521 New
OWP
2232
ORG Wealth Partners
Texas
$801K +$61.1K +116 +8%
LP
2233
LGL Partners
Pennsylvania
$798K -$33.7K -64 -4%
DI
2234
Diligent Investors
California
$798K -$5.27K -10 -0.7%
BDL
2235
Banque de Luxembourg
Luxembourg
$796K +$796K +1,506 New
NRC
2236
New Republic Capital
North Carolina
$796K -$46.3K -88 -6%
SDWIA
2237
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$795K +$45.8K +87 +6%
PHAM
2238
Palisades Hudson Asset Management
Florida
$794K
OFG
2239
Oxford Financial Group
Indiana
$794K -$47.4K -90 -6%
HIM
2240
Hillsdale Investment Management
Ontario, Canada
$793K -$52.7K -100 -6%
NWAG
2241
Net Worth Advisory Group
Utah
$793K +$1.05K +2 +0.1%
DE
2242
Diversified Enterprises
Delaware
$791K +$384K +730 +94%
GA
2243
Goldstein Advisors
Wisconsin
$790K -$7.9K -15 -1%
LCS
2244
Levin Capital Strategies
New York
$790K
FFG
2245
Fortem Financial Group
California
$788K +$7.37K +14 +0.9%
DMBA
2246
Deseret Mutual Benefit Administrators
Utah
$786K -$36.9K -70 -4%
PSCM
2247
Per Stirling Capital Management
Texas
$784K -$15.8K -30 -2%
PFG
2248
Prosperity Financial Group
California
$781K +$84.3K +160 +12%
KFI
2249
Key Financial Inc
Pennsylvania
$781K +$12.1K +23 +2%
TW
2250
Traveka Wealth
California
$778K +$10.5K +20 +1%