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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 %
MWP
2626
Madison Wealth Partners
Wisconsin
$330K +$330K +667 New
SICM
2627
Sustainable Insight Capital Management
New York
$329K
KIG
2628
Kowal Investment Group
Wisconsin
$328K -$988 -2 -0.3%
TBC
2629
Ted Buchan & Co
California
$327K
WOSD
2630
WFA of San Diego
California
$327K
ODA
2631
One Degree Advisors
California
$326K
I
2632
INVST
Indiana
$326K -$83.5K -169 -20%
MHIC
2633
Marble Harbor Investment Counsel
Massachusetts
$326K
JFA
2634
JNBA Financial Advisors
Minnesota
$325K
CSB
2635
City State Bank
Iowa
$324K
NFG
2636
Nadler Financial Group
Illinois
$324K
FFA
2637
Founders Financial Alliance
North Carolina
$324K +$1.98K +4 +0.6%
GSIAS
2638
Garden State Investment Advisory Services
New Jersey
$324K +$15.3K +31 +5%
SCA
2639
Sandy Cove Advisors
Massachusetts
$322K +$14.8K +30 +5%
SHF
2640
Stage Harbor Financial
Massachusetts
$322K +$30.1K +60 +10%
BCP
2641
Berkeley Capital Partners
Georgia
$322K +$1.48K +3 +0.5%
OHWP
2642
Oak Harbor Wealth Partners
North Carolina
$321K -$1.48K -3 -0.5%
LWM
2643
LongView Wealth Management
Georgia
$321K -$17.3K -35 -5%
MS
2644
Mizuho Securities
Japan
$321K +$232K +470 +261%
ATC
2645
Adirondack Trust Company
New York
$320K
RPGK
2646
Retirement Planning Group (Kansas)
Kansas
$319K +$319K +647 New
LGW
2647
Leslie Global Wealth
Illinois
$316K +$12.8K +26 +4%
SIAG
2648
Safeguard Investment Advisory Group
California
$315K +$315K +638 New
W
2649
Wealthquest
Ohio
$314K
FFO
2650
Fortitude Family Office
Arizona
$314K +$31.1K +63 +11%