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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 %
GA
1251
Geller Advisors
New York
$3.93M -$1.1M -2,226 -22%
RCAG
1252
Rehmann Capital Advisory Group
Michigan
$3.92M -$32.2K -65 -0.8%
SFCL
1253
Strengthening Families & Communities LLC
Massachusetts
$3.92M +$275K +557 +8%
WGCA
1254
Wolf Group Capital Advisors
Virginia
$3.92M +$218K +554 +6%
PAM
1255
Peak Asset Management
Colorado
$3.91M -$28.1K -57 -0.7%
ETC
1256
Exchange Traded Concepts
Oklahoma
$3.9M -$479K -970 -11%
BOC
1257
Barbara Oil Co
Illinois
$3.89M -$1.34M -2,720 -26%
EFM
1258
E Fund Management
China
$3.86M +$59.3K +120 +2%
FBT
1259
First Bank & Trust
South Dakota
$3.85M +$21.2K +43 +0.6%
CST
1260
Charles Schwab Trust
Nevada
$3.85M
AWM
1261
Accurate Wealth Management
Florida
$3.83M +$2.54K +5 +0.1%
GTAM
1262
Global Trust Asset Management
Florida
$3.82M -$79K -160 -2%
PCS
1263
Personal CFO Solutions
New Jersey
$3.8M +$59.3K +120 +2%
ACM
1264
Aster Capital Management
United Arab Emirates
$3.8M +$3.8M +7,689 New
ST
1265
Smithfield Trust
Pennsylvania
$3.79M +$37K +75 +1%
SAM
1266
Smartleaf Asset Management
Massachusetts
$3.78M +$1.12M +2,260 +42%
FFA
1267
Fairfield Financial Advisors
Massachusetts
$3.77M -$52.8K -107 -1%
RWM
1268
Rockline Wealth Management
New York
$3.74M +$291K +589 +8%
PDL
1269
Portfolio Design Labs
California
$3.73M -$1.37M -2,782 -27%
IB
1270
Intrust Bank
Kansas
$3.72M +$9.38K +19 +0.3%
WPW
1271
Waldron Private Wealth
Pennsylvania
$3.71M -$78K -158 -2%
TWP
1272
Tyche Wealth Partners
Texas
$3.69M +$3.95K +8 +0.1%
KA
1273
Klingman & Associates
New York
$3.67M +$22.7K +46 +0.6%
NB
1274
Nicolet Bankshares
Wisconsin
$3.67M -$152K -307 -4%
CCM
1275
Cohen Capital Management
California
$3.66M +$252K +510 +7%