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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
45.02%
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 %
VWM
3001
Valley Wealth Managers
New Jersey
$56.3K
NI
3002
NCP Inc
California
$55.3K
LIS
3003
Legacy Investment Solutions
Idaho
$54.8K +$54.8K +105 New
LWMI
3004
Legacy Wealth Management (Idaho)
Idaho
$54.8K +$54.8K +105 New
VWA
3005
Valued Wealth Advisors
Utah
$53.8K -$6.42K -13 -11%
FWM
3006
FSA Wealth Management
Massachusetts
$53.8K +$53.8K +109 New
CTB
3007
Country Trust Bank
Illinois
$52.8K
BMC
3008
Bear Mountain Capital
Washington
$50.7K
OBWP
3009
O'Brien Wealth Partners
Massachusetts
$49.4K -$5.43K -11 -10%
AWM
3010
AllSquare Wealth Management
New York
$49.4K
JAM
3011
JCIC Asset Management
Ontario, Canada
$49.4K
LFA
3012
Legend Financial Advisors
Pennsylvania
$49.4K
SA
3013
SRH Advisors
Kansas
$48.4K
FFL
3014
Financial Freedom LLC
Ohio
$48.3K
TCA
3015
Trifecta Capital Advisors
Illinois
$44.4K -$14.8K -30 -25%
WI
3016
Wintrust Investments
Illinois
$44K -$340K -696 -89%
RAM
3017
Riggs Asset Management
Pennsylvania
$43.5K +$988 +2 +2%
SN
3018
Sittner & Nelson
Oregon
$43K
RL
3019
Rogco LP
Oklahoma
$43K
LWA
3020
Lowe Wealth Advisors
Maryland
$43K +$18.3K +37 +74%
MCA
3021
Maryland Capital Advisors
Maryland
$42K
AP
3022
Aspect Partners
Virginia
$41K
CCMI
3023
Creative Capital Management Investments
California
$40.5K
UIA
3024
Ulland Investment Advisors
Minnesota
$40K
FDCP
3025
Foster Dykema Cabot & Partners
Massachusetts
$40K +$10.4K +21 +35%