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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 %
PPWM
2926
PFG Private Wealth Management
Florida
$172K -$10.4K -21 -6%
AWM
2927
Activest Wealth Management
Florida
$168K -$1.97K -4 -1%
WTA
2928
Washington Trust Advisors
Massachusetts
$166K +$37.5K +76 +29%
S
2929
Sachetta
Massachusetts
$166K +$40.5K +82 +32%
CIAS
2930
CBIZ Investment Advisory Services
Ohio
$166K +$32.1K +65 +24%
SHIM
2931
Stone House Investment Management
Pennsylvania
$165K
CC
2932
Centiva Capital
New York
$161K -$1.2M -2,428 -88%
AWM
2933
Abound Wealth Management
Tennessee
$159K +$5.44K +11 +4%
GA
2934
GoalVest Advisory
New York
$156K
CTC
2935
Cetera Trust Company
Minnesota
$155K -$12.3K -25 -7%
SAS
2936
Stelac Advisory Services
New York
$151K
CFFP
2937
Center for Financial Planning
Michigan
$148K
CAM
2938
Cacti Asset Management
Georgia
$146K
CAC
2939
Core Alternative Capital
Georgia
$143K
TIM
2940
Tortoise Investment Management
New York
$138K +$34.6K +70 +33%
TLCM
2941
Twin Lakes Capital Management
California
$136K
RP
2942
Rowlandmiller & Partners
Georgia
$133K
CSWM
2943
Cassady Schiller Wealth Management
Ohio
$131K
MWM
2944
Mascoma Wealth Management
New Hampshire
$128K
MHR
2945
Matthew Hamilton Rosenberg
$121K -$15.3K -31 -11%
BAM
2946
Bellevue Asset Management
Washington
$118K -$55.3K -112 -32%
PGAM
2947
Princeton Global Asset Management
New Jersey
$114K +$91.8K +186 +423%
RDFA
2948
Ritter Daniher Financial Advisory
Ohio
$111K
JPWM
2949
Jamison Private Wealth Management
Georgia
$110K +$24.2K +49 +28%
PCA
2950
Providence Capital Advisors
North Carolina
$110K