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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 %
BTWM
2301
Baker Tilly Wealth Management
Wisconsin
$712K -$3.69K -7 -0.5%
CPSAC
2302
Chas P. Smith & Associates (CPS)
Florida
$709K
LF
2303
Lantz Financial
Illinois
$708K +$21.1K +40 +3%
GCM
2304
Gallacher Capital Management
Colorado
$707K -$141K -267 -17%
FCB
2305
First County Bank
Connecticut
$705K -$188K -357 -21%
TNA
2306
True North Advisors
Texas
$705K +$32.7K +62 +5%
GWM
2307
Gitterman Wealth Management
New Jersey
$705K +$705K +1,338 New
LA
2308
Latitude Advisors
Florida
$704K -$13.7K -26 -2%
CHP
2309
Cable Hill Partners
Oregon
$703K -$16.9K -32 -2%
RP
2310
Rice Partnership
Hawaii
$703K -$708K -1,345 -50%
FFG
2311
Floyd Financial Group
Missouri
$700K +$700K +1,388 New
MC
2312
Matisse Capital
Oregon
$699K
VCP
2313
Verus Capital Partners
Arizona
$698K +$72.1K +137 +12%
PWM
2314
Proathlete Wealth Management
Florida
$695K +$1.05K +2 +0.2%
CCA
2315
Coign Capital Advisors
Utah
$694K +$694K +1,318 New
BW
2316
Bison Wealth
Georgia
$693K -$2.33M -4,429 -77%
MCWA
2317
Meadow Creek Wealth Advisors
Georgia
$693K +$15.3K +29 +2%
CIP
2318
Convergence Investment Partners
Florida
$692K +$4.74K +9 +0.7%
PPWM
2319
Paragon Private Wealth Management
Kentucky
$692K +$74.8K +142 +12%
HKIM
2320
Hayek Kallen Investment Management
Alabama
$691K -$13.2K -25 -2%
T
2321
TOBAM
France
$690K -$21.6K -41 -3%
WFA
2322
Wellspring Financial Advisors
Ohio
$690K -$228K -433 -25%
CPA
2323
Cardiff Park Advisors
California
$689K +$527 +1 +0.1%
PHWM
2324
Pine Harbor Wealth Management
Maryland
$685K +$527 +1 +0.1%
CAM
2325
Cidel Asset Management
Ontario, Canada
$685K