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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 %
WIM
2826
Warwick Investment Management
Texas
$233K +$233K +471 New
FS
2827
Financial Symmetry
North Carolina
$232K
4WM
2828
49 Wealth Management
Texas
$231K +$231K +467 New
GWMIA
2829
Global Wealth Management Investment Advisory
Florida
$231K +$231K +467 New
CCWM
2830
Correct Capital Wealth Management
Missouri
$230K -$4.94K -10 -2%
PFA
2831
Pathway Financial Advisers
Indiana
$230K +$39.5K +80 +21%
TCM
2832
Traynor Capital Management
Pennsylvania
$230K +$5.93K +12 +3%
VAMG
2833
Voisard Asset Management Group
Michigan
$230K -$93.8K -190 -29%
BFIC
2834
Bedell Frazier Investment Counselling
California
$230K
MWM
2835
Mattern Wealth Management
Kansas
$230K
PCM
2836
Passive Capital Management
Maryland
$230K +$494 +1 +0.2%
IFU
2837
iSAM Funds (UK)
United Kingdom
$230K +$230K +465 New
VBWMG
2838
Von Berge Wealth Management Group
California
$230K -$18.8K -36 -8%
BFA
2839
Bill Few Associates
Pennsylvania
$229K
CPSC
2840
Carl P. Sherr & Co
Massachusetts
$229K
MAG
2841
M3 Advisory Group
Massachusetts
$229K +$229K +463 New
BWM
2842
Birchcreek Wealth Management
Ohio
$228K +$228K +462 New
PAG
2843
Powers Advisory Group
Illinois
$228K +$228K +462 New
GWAG
2844
Garrett Wealth Advisory Group
Texas
$227K
BONH
2845
Bank of New Hampshire
New Hampshire
$227K
EWA
2846
Evolution Wealth Advisors
Florida
$227K
LFS
2847
Legacy Financial Strategies
Kansas
$227K -$37.1K -75 -14%
CIA
2848
Cladis Investment Advisory
Montana
$226K +$226K +458 New
EFL
2849
ERn Financial LLC
Wisconsin
$226K +$226K +457 New
CM
2850
Crestline Management
Texas
$225K -$2.9M -5,876 -93%