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
45.01%
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 %
FPAS
1126
Focus Partners Advisor Solutions
Missouri
$5.01M +$179K +363 +4%
LMKC
1127
L.M. Kohn & Company
Ohio
$5M +$320K +647 +7%
NC
1128
NovaPoint Capital
Georgia
$5M -$14.8K -30 -0.3%
PFS
1129
Prospera Financial Services
Texas
$4.99M +$96.9K +196 +2%
AWAU
1130
Alliance Wealth Advisors (Utah)
Utah
$4.96M -$50.4K -102 -1%
SCI
1131
S&CO Inc
Massachusetts
$4.94M +$898K +1,819 +22%
SAM
1132
Smithbridge Asset Management
Pennsylvania
$4.94M +$2.13M +4,314 +76%
WC
1133
Winmill & Co
New York
$4.94M
M2MC
1134
Matthew 25 Management Corp
Pennsylvania
$4.94M
HP
1135
Hikari Power
Japan
$4.94M
NFC
1136
Northeast Financial Consultants
Connecticut
$4.91M -$137K -278 -3%
AWP
1137
Ascent Wealth Partners
New York
$4.89M +$7.9K +16 +0.2%
DWM
1138
Dynasty Wealth Management
Florida
$4.88M -$698K -1,414 -13%
JRP
1139
Jasper Ridge Partners
California
$4.87M
RBA
1140
Richard Bernstein Advisors
New York
$4.87M +$2.36M +4,774 +94%
TC
1141
TwinBeech Capital
New York
$4.87M -$64.9M -131,377 -93%
WJWM
1142
Williams Jones Wealth Management
New York
$4.86M +$72.1K +146 +2%
CW
1143
CreativeOne Wealth
Kansas
$4.83M +$1.28M +2,601 +36%
PAG
1144
Private Advisory Group
Washington
$4.83M +$443K +897 +10%
LTAS
1145
Linden Thomas Advisory Services
North Carolina
$4.83M +$627K +1,269 +15%
TAM
1146
Trust Asset Management
Texas
$4.82M
IFWM
1147
Institute for Wealth Management
Colorado
$4.81M -$89.9K -182 -2%
CWP
1148
Cyndeo Wealth Partners
Florida
$4.81M +$773K +1,565 +19%
PWCM
1149
Processus Wealth & Capital Management
Tennessee
$4.8M -$386K -782 -7%
FHB
1150
First Hawaiian Bank
Hawaii
$4.79M -$1.91M -3,876 -29%