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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 %
IP
1101
Interval Partners
New York
$5.24M +$5.24M +10,615 New
SIA
1102
Schechter Investment Advisors
Michigan
$5.21M -$2.39M -4,848 -31%
MWM
1103
Modera Wealth Management
New Jersey
$5.19M +$318K +644 +7%
GI
1104
GAMMA Investing
California
$5.19M +$1.11M +2,239 +27%
AM
1105
AGF Management
Ontario, Canada
$5.19M +$1.81M +3,665 +54%
JWM
1106
Jupiter Wealth Management
Colorado
$5.17M
PCM
1107
Princeton Capital Management
New Jersey
$5.16M +$776K +1,572 +18%
QCG
1108
Quadrant Capital Group
Ohio
$5.16M +$20.7K +42 +0.4%
JIP
1109
Jaffetilchin Investment Partners
Florida
$5.15M +$1.35M +2,731 +35%
CCG
1110
Cloverfields Capital Group
Minnesota
$5.14M -$474K -960 -8%
GC
1111
Globeflex Capital
California
$5.14M
AAM
1112
Azzad Asset Management
Virginia
$5.13M +$5.13M +10,386 New
MWM
1113
Mission Wealth Management
California
$5.11M +$219K +444 +4%
TC
1114
Trium Capital
United Kingdom
$5.11M +$110K +222 +2%
ONB
1115
Old National Bancorp
Indiana
$5.1M +$204K +414 +4%
SPC
1116
Spirepoint Private Client
Florida
$5.08M +$140K +284 +3%
CGL
1117
Clarius Group LLC
Washington
$5.07M -$44.8K -91 -0.9%
LA
1118
Legacy Advisors
Pennsylvania
$5.06M +$599K +1,214 +13%
RIM
1119
Reliant Investment Management
Tennessee
$5.06M -$68.1K -138 -1%
AG
1120
AlTi Global
New York
$5.05M -$450K -912 -8%
AAMA
1121
Advanced Asset Management Advisors
Ohio
$5.05M
ACP
1122
Aviance Capital Partners
Florida
$5.05M +$24.7K +50 +0.5%
KWA
1123
Kingswood Wealth Advisors
California
$5.04M +$581K +1,176 +13%
VT
1124
Vise Technologies
New York
$5.04M +$2.37M +4,802 +89%
IIA
1125
ICW Investment Advisors
Arizona
$5.04M +$16.3K +33 +0.3%