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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 %
A
2376
Argentarii
Ohio
$641K +$641K +1,218 New
KFGK
2377
Keystone Financial Group (Kentucky)
Kentucky
$641K +$526 +1 +0.1%
SL
2378
Sentinus LLC
Illinois
$640K -$8.01M -15,225 -93%
CWA
2379
Canvas Wealth Advisors
Kansas
$636K +$50K +95 +9%
DPI
2380
Diversified Portfolios Inc
Michigan
$635K +$26.3K +50 +4%
PPA
2381
Painted Porch Advisors
California
$633K +$122K +231 +24%
JHCP
2382
Jackson Hole Capital Partners
Oklahoma
$631K
CWS
2383
Cypress Wealth Services
California
$630K +$9.48K +18 +2%
AWM
2384
Aries Wealth Management
Maine
$630K
TC
2385
Trust Company
Kansas
$629K -$136K -258 -18%
EWA
2386
ERTS Wealth Advisors
Michigan
$628K -$13.7K -26 -2%
RIM
2387
Redwood Investment Management
Arizona
$628K +$231K +439 +58%
WPW
2388
Warther Private Wealth
Ohio
$628K +$6.85K +13 +1%
SAM
2389
Sompo Asset Management
Japan
$627K -$21.1K -40 -3%
CYG
2390
Clean Yield Group
Vermont
$625K
TWM
2391
Tradition Wealth Management
Minnesota
$624K +$6.32K +12 +1%
AP
2392
Appleton Partners
Massachusetts
$623K +$58.4K +111 +10%
ZIC
2393
ZWJ Investment Counsel
Georgia
$622K -$1.58K -3 -0.3%
BCM
2394
Becker Capital Management
Oregon
$621K
SBWIC
2395
Schaper Benz & Wise Investment Counsel
Wisconsin
$621K
MCM
2396
Mainstream Capital Management
California
$620K
KMWM
2397
Keudell/Morrison Wealth Management
Oregon
$619K
GL
2398
Gerber LLC
Ohio
$619K -$52.7K -100 -8%
SC
2399
Skylands Capital
Wisconsin
$619K -$26.3K -50 -4%
AAM
2400
Aureus Asset Management
Massachusetts
$619K +$35.8K +68 +6%