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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 %
CISOA
2851
Capital Investment Services of America
Wisconsin
$225K
GGA
2852
Granite Group Advisors
Connecticut
$225K
CNBTD
2853
Citizens National Bank Trust Department
Mississippi
$225K
TCG
2854
Transcendent Capital Group
Oklahoma
$225K +$10.4K +21 +5%
CWA
2855
Centennial Wealth Advisory
Michigan
$224K -$75.6K -153 -25%
SC
2856
Seldon Capital
California
$224K
GWM
2857
Greenwich Wealth Management
Connecticut
$224K +$224K +454 New
FWP
2858
Falcon Wealth Planning
California
$224K +$224K +453 New
LIA
2859
LifePlan Investment Advisors
North Carolina
$223K -$6.91K -14 -3%
PCFFS
2860
Pacific Center for Financial Services
California
$223K +$493 +1 +0.2%
WWC
2861
Waypoint Wealth Counsel
Georgia
$223K +$223K +451 New
Capstone Investment Advisors
2862
Capstone Investment Advisors
New York
$222K -$6.18M -12,515 -97%
AWC
2863
Abundance Wealth Counselors
Pennsylvania
$222K +$222K +449 New
ECM
2864
Exchange Capital Management
Michigan
$222K +$222K +449 New
APG
2865
Abacus Planning Group
South Carolina
$220K +$220K +446 New
SDAM
2866
Shulman DeMeo Asset Management
New York
$219K +$219K +443 New
BIA
2867
Bell Investment Advisors
California
$219K
FC
2868
FCA Corp
Texas
$219K +$219K +443 New
MCIA
2869
Mountain Capital Investment Advisors
Colorado
$218K +$218K +412 New
ZF
2870
Zega Financial
Florida
$218K +$218K +442 New
OLA
2871
Oliver Luxxe Assets
New Jersey
$218K -$26.7K -54 -11%
BHBT
2872
Burke & Herbert Bank & Trust
Virginia
$218K +$218K +441 New
RS
2873
Retirement Solution
Washington
$218K +$218K +441 New
OCG
2874
Opus Capital Group
Ohio
$217K +$217K +440 New
MHWM
2875
Montz Harcus Wealth Management
Louisiana
$217K +$217K +439 New