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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 %
1WA
2251
180 Wealth Advisors
Washington
$778K -$25.8K -49 -3%
JA
2252
JVL Associates
Michigan
$778K +$1.05K +2 +0.1%
ML
2253
McAdam LLC
Pennsylvania
$776K +$158K +300 +26%
SGK
2254
Steigerwald Gordon & Koch
Virginia
$776K -$2.63K -5 -0.3%
PCM
2255
Park Capital Management
Wisconsin
$776K +$776K +1,473 New
RHAM
2256
Round Hill Asset Management
California
$774K
DIP
2257
DT Investment Partners
Pennsylvania
$773K -$154K -292 -17%
BW
2258
BXM Wealth
Colorado
$773K +$773K +1,468 New
BFO
2259
Boston Family Office
Massachusetts
$769K -$73.7K -140 -9%
GJWM
2260
Gilliland Jeter Wealth Management
Arkansas
$768K
CPRC
2261
Consolidated Portfolio Review Corp
New York
$767K +$46.9K +89 +7%
SFO
2262
Stokes Family Office
Louisiana
$767K -$75.8K -144 -9%
BAM
2263
BOS Asset Management
Illinois
$764K +$52.7K +100 +7%
CT
2264
Colonial Trust
South Carolina
$760K +$80.6K +153 +12%
MF
2265
Montis Financial
Massachusetts
$757K +$5.79K +11 +0.8%
AWM
2266
Atticus Wealth Management
Florida
$757K +$21.6K +41 +3%
NF
2267
Nvest Financial
New Hampshire
$754K +$128K +244 +21%
DOA
2268
D'Orazio & Associates
Virginia
$754K +$13.7K +26 +2%
MFG
2269
Magnus Financial Group
New York
$753K -$8.43K -16 -1%
LT
2270
Legacy Trust
Michigan
$750K -$117K -222 -13%
ALA
2271
Atlas Legacy Advisors
California
$749K +$749K +1,423 New
S
2272
Sunpointe
Missouri
$749K +$17.9K +34 +2%
VC
2273
Veery Capital
Delaware
$748K +$41.6K +79 +6%
CWM
2274
Centurion Wealth Management
Virginia
$747K +$29K +55 +4%
LSIA
2275
LaSalle St. Investment Advisors
Illinois
$745K +$169K +321 +29%