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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 %
FWM
2901
Foguth Wealth Management
Michigan
$206K -$151K -303 -42%
PS
2902
Planned Solutions
California
$204K +$204K +414 New
SA
2903
Skyline Advisors
Washington
$204K +$204K +413 New
GWWM
2904
Great Waters Wealth Management
Minnesota
$203K +$203K +412 New
AIMA
2905
Ables Iannone Moore & Associates
Georgia
$203K +$203K +412 New
PJWM
2906
Philip James Wealth Mangement
Georgia
$203K +$203K +412 New
SLT
2907
St Louis Trust
Missouri
$202K +$202K +410 New
CD
2908
Chapin Davis
Maryland
$202K +$202K +409 New
WC
2909
Whitney & Co
New York
$202K +$202K +409 New
ICM
2910
Intrepid Capital Management
Florida
$202K +$202K +409 New
FEG
2911
Financial Enhancement Group
Indiana
$201K +$22.8K +60 +13%
TFA
2912
Tobias Financial Advisors
Florida
$200K +$200K +406 New
PTC
2913
Philadelphia Trust Company
Pennsylvania
$200K +$200K +406 New
IHWM
2914
Iron Horse Wealth Management
Iowa
$199K
SWC
2915
Spectrum Wealth Counsel
Indiana
$198K -$215K -435 -52%
OW
2916
Olistico Wealth
Oklahoma
$198K
BBPWM
2917
Blue Bell Private Wealth Management
Pennsylvania
$190K +$13.3K +27 +8%
PA
2918
Pineridge Advisors
Missouri
$189K -$26.7K -54 -12%
BCM
2919
Blume Capital Management
California
$188K +$7.9K +16 +4%
WWM
2920
Wolff Wiese Magana
California
$186K +$5.44K +11 +3%
AAG
2921
Armstrong Advisory Group
Massachusetts
$184K +$15.8K +32 +9%
BTC
2922
Bank & Trust Company
Illinois
$183K
LFASL
2923
Lugano Financial Advisors SA (LFA)
Switzerland
$178K +$40.5K +82 +29%
PWMG
2924
Private Wealth Management Group
New Jersey
$176K +$2.96K +6 +2%
POIA
2925
Pin Oak Investment Advisors
Texas
$173K