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 %
HCM
2426
Hodges Capital Management
Texas
$595K
GSWM
2427
Golden State Wealth Management
California
$595K +$595K +1,129 New
RCA
2428
Ranch Capital Advisors
Florida
$594K +$6.32K +12 +1%
RFP
2429
Root Financial Partners
California
$594K +$165K +314 +39%
WP
2430
Westmount Partners
California
$593K +$39.5K +75 +7%
CA
2431
Centerpoint Advisors
Massachusetts
$593K
WA
2432
WESPAC Advisors
California
$592K
TWM
2433
TCFG Wealth Management
California
$591K +$527 +1 +0.1%
CFS
2434
Commonwealth Financial Services
West Virginia
$591K +$44.8K +85 +8%
RRCM
2435
Rappaport Reiches Capital Management
Illinois
$590K +$1.58K +3 +0.3%
GHA
2436
GW Henssler & Associates
Georgia
$587K
CF
2437
Convergence Financial
Missouri
$586K
WHG
2438
Westwood Holdings Group
Texas
$585K -$3.16K -6 -0.5%
WSWA
2439
Warren Street Wealth Advisors
California
$585K +$33.7K +64 +6%
NWMP
2440
Noble Wealth Management PBC
Colorado
$584K +$584K +1,110 New
WSA
2441
Warm Springs Advisors
California
$584K +$584K +1,109 New
OAM
2442
Occidental Asset Management
California
$583K +$162K +308 +39%
BW
2443
BIP Wealth
Georgia
$582K +$63.2K +120 +12%
BSSFA
2444
Baron Silver Stevens Financial Advisors
Florida
$581K
CBT
2445
Crews Bank & Trust
Florida
$580K +$580K +1,101 New
PA
2446
Prism Advisors
California
$579K
AC
2447
AlphaCore Capital
California
$576K -$115K -218 -17%
EC
2448
EdgeRock Capital
Colorado
$576K +$57.9K +110 +11%
FAG
2449
Fortitude Advisory Group
Washington
$573K
ACP
2450
Arcus Capital Partners
Georgia
$572K +$24.6K +51 +4%