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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 %
WFMPM
2276
Woodley Farra Manion Portfolio Management
Indiana
$744K -$5.27K -10 -0.7%
GFA
2277
Gallagher Fiduciary Advisors
Illinois
$743K +$103K +196 +16%
AWA
2278
Amplius Wealth Advisors
Pennsylvania
$741K +$527 +1 +0.1%
FWA
2279
FSM Wealth Advisors
Ohio
$738K +$58.6K +112 +9%
AC
2280
Aristides Capital
Kentucky
$737K +$79K +150 +12%
CAI
2281
Capital Advisors Inc
Oklahoma
$737K +$80.5K +153 +12%
MFC
2282
Morris Financial Concepts
South Carolina
$734K
TSWM
2283
Triangle Securities Wealth Management
North Carolina
$734K -$25.3K -48 -3%
SAW
2284
Signal Advisors Wealth
Michigan
$733K +$127K +242 +21%
RWA
2285
Redhawk Wealth Advisors
Minnesota
$733K -$12.1K -23 -2%
WA
2286
Wealth Architects
California
$732K -$66.9K -127 -8%
GHA
2287
Granite Harbor Advisors
Texas
$730K +$3.69K +7 +0.5%
AWM
2288
Alterna Wealth Management
Texas
$729K
SIMG
2289
Sonora Investment Management Group
Arizona
$727K -$119K -226 -14%
BFS
2290
Baskin Financial Services
Ontario, Canada
$727K
SF
2291
Safeguard Financial
Wisconsin
$727K +$350K +665 +93%
LWM
2292
Laidlaw Wealth Management
New York
$724K -$20.5K -39 -3%
AWAP
2293
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$723K +$5.27K +10 +0.7%
MFG
2294
Midwest Financial Group
Kansas
$718K +$527 +1 +0.1%
DSN
2295
D. Scott Neal
Kentucky
$718K
PIC
2296
Portland Investment Counsel
Ontario, Canada
$718K
AAS
2297
Annex Advisory Services
Wisconsin
$715K -$29.5K -56 -4%
ACP
2298
Argyle Capital Partners
California
$715K +$715K +1,357 New
PCA
2299
Purkiss Capital Advisors
Connecticut
$714K +$714K +1,357 New
GIP
2300
Granite Investment Partners
California
$712K