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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 %
FPFS
3026
First Personal Financial Services
North Carolina
$39K +$39K +79 New
DAM
3027
Delta Asset Management
Tennessee
$37.5K -$1.98K -4 -5%
AAG
3028
Accordant Advisory Group
Maryland
$37.5K
KA
3029
Kozak & Associates
Colorado
$36.5K +$3.6K +7 +11%
SIS
3030
Strategic Investment Solutions
Illinois
$36K
FCT
3031
First Community Trust
Iowa
$35.6K -$22.2K -45 -38%
FRA
3032
Front Row Advisors
California
$35.1K -$26.7K -54 -43%
AA
3033
AlphaMark Advisors
Kentucky
$35K
DWS
3034
Dynamic Wealth Strategies
California
$35K
CBT
3035
CoreFirst Bank & Trust
Kansas
$34.6K +$34.6K +70 New
CCA
3036
Criterion Capital Advisors
Tennessee
$34.4K
CAM
3037
Creekmur Asset Management
Illinois
$32.6K +$1.48K +3 +5%
GIS
3038
Grayhawk Investment Strategies
Alberta, Canada
$32.1K
WAM
3039
WFA Asset Management
Wisconsin
$31.1K
W
3040
WealthCollab
Washington
$29.6K
BFS
3041
Burkett Financial Services
South Carolina
$29.2K
TCM
3042
Tradewinds Capital Management
Washington
$29.2K +$3.95K +8 +16%
AFS
3043
Annapolis Financial Services
Maryland
$29K +$982 +2 +4%
BHWM
3044
Beaird Harris Wealth Management
Texas
$28.1K -$494 -1 -2%
FAM
3045
Flaharty Asset Management
Florida
$27.7K +$27.7K +56 New
SCA
3046
Stuart Chaussee & Associates
California
$26.2K
AS
3047
Altshuler Shaham
Israel
$25.7K -$1.48K -3 -5%
APC
3048
Aspire Private Capital
North Carolina
$25.7K
SC
3049
Stephens Consulting
Michigan
$25.2K
HWP
3050
Highline Wealth Partners
California
$25.2K +$7.9K +16 +46%