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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 %
KWM
2351
KFG Wealth Management
Indiana
$659K +$27.9K +53 +4%
FWP
2352
Firethorn Wealth Partners
Georgia
$659K -$21.6K -41 -3%
LG
2353
LaFleur & Godfrey
Michigan
$658K
UAML
2354
US Asset Management LLC
Pennsylvania
$655K -$37.4K -71 -5%
TWM
2355
Trueblood Wealth Management
Ohio
$655K -$5.79K -11 -0.9%
PL
2356
Parthenon LLC
Kentucky
$655K
HP
2357
Haven Private
Florida
$654K +$654K +1,242 New
NFG
2358
Nadler Financial Group
Illinois
$654K +$308K +584 +89%
MMPW
2359
Mitchell McLeod Pugh & Williams
Alabama
$653K -$263K -500 -29%
HB
2360
HTLF Bank
Colorado
$653K
EB
2361
Exchange Bank
California
$652K +$20.5K +39 +3%
SCM
2362
Stevens Capital Management
Pennsylvania
$652K -$1.4M -2,658 -68%
VCM
2363
Versant Capital Management
Arizona
$652K +$181K +343 +38%
CPM
2364
Connective Portfolio Management
New York
$650K
TCM
2365
Tanaka Capital Management
New York
$647K
LCG
2366
Lakeshore Capital Group
Illinois
$647K +$647K +1,228 New
SFS
2367
Symphony Financial Services
Ohio
$645K -$17.9K -34 -3%
GPA
2368
Guerra Pan Advisors
New Jersey
$645K
SWM
2369
Sterling Wealth Management
Illinois
$645K -$18.4K -35 -3%
CWA
2370
CM Wealth Advisors
Ohio
$645K
FCAS
2371
First Command Advisory Services
Texas
$643K -$7.9K -15 -1%
FSC
2372
Full Sail Capital
Oklahoma
$643K -$11.6K -22 -2%
BAM
2373
Berkshire Asset Management
Pennsylvania
$643K -$118K -222 -16%
VAF
2374
Values Added Financial
District of Columbia
$642K +$1.58K +3 +0.2%
RW
2375
Rede Wealth
Virginia
$642K +$7.37K +14 +1%