MA icon

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 %
CFA
2326
CWS Financial Advisors
Michigan
$683K +$56.4K +107 +9%
XSC
2327
X-Square Capital
Puerto Rico
$683K +$52.7K +100 +8%
C
2328
Covestor
United Kingdom
$683K +$59.5K +113 +10%
WC
2329
Weil Company
California
$683K +$683K +1,297 New
AGAM
2330
Audent Global Asset Management
California
$678K +$421K +800 +164%
AF
2331
Atala Financial
California
$678K +$678K +1,287 New
WCM
2332
Wedge Capital Management
North Carolina
$677K
PW
2333
Peninsula Wealth
California
$675K +$11.1K +21 +2%
GC
2334
GFG Capital
Florida
$674K +$2.63K +5 +0.4%
CAM
2335
Claret Asset Management
Quebec, Canada
$674K -$2.63K -5 -0.4%
EWM
2336
Evermay Wealth Management
Virginia
$673K
NWA
2337
New World Advisors
Massachusetts
$671K -$11.6K -22 -2%
CIS
2338
Custom Index Systems
New York
$671K +$5.27K +10 +0.8%
OPWM
2339
Oregon Pacific Wealth Management
Oregon
$670K +$670K +1,273 New
MCM
2340
Mattern Capital Management
Colorado
$669K +$57.4K +109 +9%
RMAM
2341
Raab & Moskowitz Asset Management
New Jersey
$669K -$67.4K -128 -9%
FPWM
2342
FSB Premier Wealth Management
Iowa
$668K +$33.2K +63 +5%
NP
2343
Ninepoint Partners
Ontario, Canada
$668K -$127K -241 -16%
SAM
2344
Sherman Asset Management
California
$667K +$667K +1,267 New
SAM
2345
Summit Asset Management
Tennessee
$666K
MW
2346
MBL Wealth
North Carolina
$666K -$10.5K -20 -2%
PFA
2347
Pure Financial Advisors
California
$666K +$116K +220 +21%
SGCA
2348
Steel Grove Capital Advisors
Tennessee
$665K -$159K -302 -19%
DWM
2349
Dogwood Wealth Management
Kansas
$665K +$154K +293 +30%
OC
2350
Oarsman Capital
Wisconsin
$665K +$41.6K +79 +7%