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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 %
CCWM
2451
Cassaday & Co Wealth Management
Virginia
$572K -$7.37K -14 -1%
ACG
2452
Allen Capital Group
Nebraska
$572K +$44.2K +84 +8%
WCWM
2453
Willow Creek Wealth Management
California
$571K -$3.69K -7 -0.6%
FFM
2454
Flagstone Financial Management
Nebraska
$571K
BBNB
2455
Baker Boyer National Bank
Washington
$571K +$4.74K +9 +0.8%
HVIA
2456
Hudson Valley Investment Advisors
New York
$571K
LBC
2457
Lowe Brockenbrough & Co
Virginia
$569K -$8.95K -17 -2%
BDF
2458
Black Diamond Financial
Maryland
$569K +$88.5K +168 +18%
NAMNJ
2459
NorthStar Asset Management (New Jersey)
New Jersey
$567K +$1.05K +2 +0.2%
WHC
2460
Wulff, Hansen & Co
California
$566K +$50K +95 +10%
GCM
2461
Generation Capital Management
New York
$566K +$566K +1,075 New
BCG
2462
Breakwater Capital Group
New Jersey
$566K +$527 +1 +0.1%
BWAM
2463
Boyd Watterson Asset Management
Ohio
$563K -$33.7K -64 -6%
NWWA
2464
New Wave Wealth Advisors
Arkansas
$563K -$87.9K -167 -14%
RFG
2465
Range Financial Group
Oregon
$563K +$342K +650 +155%
MWM
2466
Mindset Wealth Management
Indiana
$562K +$6.84K +13 +1%
CWD
2467
Clarity Wealth Development
Oregon
$561K +$561K +1,010 New
SWM
2468
Sagace Wealth Management
Florida
$561K -$32.1K -61 -5%
CPWA
2469
Cerro Pacific Wealth Advisors
California
$558K +$125K +253 +29%
SAMT
2470
Select Asset Management & Trust
Pennsylvania
$558K -$474K -900 -46%
HB
2471
Horizon Bancorp
Indiana
$558K +$7.9K +15 +1%
LF
2472
LifeSteps Financial
California
$557K -$27.9K -53 -5%
SRC
2473
Sage Rhino Capital
California
$556K -$3.69K -7 -0.7%
CCA
2474
Conestoga Capital Advisors
Pennsylvania
$556K
SAF
2475
Smith Anglin Financial
Texas
$554K -$83.2K -158 -13%