MA icon

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 %
EIM
3051
Essex Investment Management
Massachusetts
$24.7K
HEIP
3052
Hudson Edge Investment Partners
New Jersey
$24.7K
DI
3053
DAGCO Inc
Ohio
$24.2K
4FG
3054
4Thought Financial Group
New York
$24.2K
RWM
3055
Ruedi Wealth Management
Illinois
$22.7K -$4.94K -10 -18%
PWA
3056
Provenance Wealth Advisors
Florida
$22.7K
CTWM
3057
Cherry Tree Wealth Management
Minnesota
$22.2K
HI
3058
Hoey Investments
Pennsylvania
$22.1K
RS
3059
Rakuten Securities
Japan
$21.7K -$12.8K -26 -37%
KWAG
3060
Kiely Wealth Advisory Group
North Carolina
$21.2K
WIM
3061
Westside Investment Management
California
$20.7K
NMM
3062
Naples Money Management
Florida
$20.2K
TC
3063
Truvestments Capital
Florida
$19.8K +$19.8K +40 New
NAAA
3064
New Age Alpha Advisors
New York
$19.8K +$19.8K +40 New
TC
3065
Tacita Capital
Ontario, Canada
$18.8K
TPW
3066
Talon Private Wealth
Florida
$18.8K +$18.8K +38 New
SWM
3067
Sanctuary Wealth Management
Idaho
$17.8K
RF
3068
Robbins Farley
New Hampshire
$17.8K
MWA
3069
MFA Wealth Advisors
Pennsylvania
$17.4K -$67.2K -135 -79%
WCM
3070
Westend Capital Management
California
$17.3K
SIM
3071
Studio Investment Management
Illinois
$17.3K
NECFA
3072
New England Capital Financial Advisors
Connecticut
$16.9K -$3.48K -7 -17%
FG
3073
Fairman Group
Pennsylvania
$16.3K
IAIM
3074
International Assets Investment Management
Florida
$16.3K +$16.3K +8,035,099 +120,665%
TLA
3075
Tanglewood Legacy Advisors
Texas
$15.3K