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Mastercard

3,112 hedge funds and large institutions have $344B invested in Mastercard in 2024 Q3 according to their latest regulatory filings, with 184 funds opening new positions, 1,243 increasing their positions, 1,218 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,112
Holders Change
+24
Holders Change %
+0.78%
% of All Funds
45.01%
Holding in Top 10
271
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+6.27%
% of All Funds
3.92%
New
184
Increased
1,243
Reduced
1,218
Closed
123
Calls
$2.72B
Puts
$3.09B
Net Calls
-$374M
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Shares
Change %
APW
2526
Acima Private Wealth
Virginia
$387K
GAG
2527
Goodman Advisory Group
Massachusetts
$387K
HG
2528
Harbor Group
New Hampshire
$386K -$494 -1 -0.1%
VCM
2529
Vivaldi Capital Management
Illinois
$385K +$16.8K +34 +5%
PCS
2530
Private Client Services
Kentucky
$385K +$2.47K +5 +0.6%
LRIA
2531
Leonard Rickey Investment Advisors
Washington
$383K +$5.43K +11 +1%
AFM
2532
Armstrong Fleming & Moore
District of Columbia
$383K
MCM
2533
Morton Capital Management
California
$383K +$97.3K +197 +34%
TCM
2534
Teza Capital Management
Illinois
$383K -$857K -1,736 -69%
AWA
2535
Aletheian Wealth Advisors
Washington
$383K +$5.43K +11 +1%
OAM
2536
Oberweis Asset Management
Illinois
$383K
ONSWM
2537
Old North State Wealth Management
North Carolina
$383K +$20.3K +41 +6%
LA
2538
Lakeside Advisors
Washington
$383K
D
2539
Diversified
Delaware
$382K +$29.6K +60 +8%
DE
2540
Diversified Enterprises
Delaware
$382K +$382K +773 New
JWA
2541
JFS Wealth Advisors
Pennsylvania
$381K +$11.8K +24 +3%
RTC
2542
Riverview Trust Company
Washington
$380K +$6.91K +14 +2%
PCMC
2543
Planning Capital Management Corporation
Pennsylvania
$380K -$43.9K -89 -10%
ICMM
2544
Integrated Capital Management (Michigan)
Michigan
$380K +$380K +770 New
MWP
2545
Meridian Wealth Partners
Pennsylvania
$380K -$48.4K -98 -11%
MAM
2546
Milestone Asset Management
Pennsylvania
$380K +$18.8K +38 +5%
PWM
2547
PBMares Wealth Management
Virginia
$380K -$22.2K -45 -6%
NCM
2548
Noesis Capital Mangement
Florida
$380K +$89.3K +181 +31%
WCFA
2549
Walkner Condon Financial Advisors
Wisconsin
$379K +$16.3K +33 +4%
CWM
2550
Cherrydale Wealth Management
New Jersey
$378K -$17.3K -35 -4%