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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 %
SEC
1301
Seven Eight Capital
New York
$3.47M -$2.44M -4,932 -41%
LWL
1302
Leo Wealth LLC
Texas
$3.47M -$44.9K -91 -1%
OFA
1303
Oak Family Advisors
Illinois
$3.46M -$898K -1,819 -21%
VFM
1304
Viking Fund Management
North Dakota
$3.46M
NB
1305
NBT Bank
New York
$3.46M +$8.89K +18 +0.3%
GWMR
1306
GC Wealth Management RIA
Massachusetts
$3.45M +$453K +918 +15%
APIM
1307
Agate Pass Investment Management
Washington
$3.45M -$55.3K -112 -2%
SC
1308
Saturna Capital
Washington
$3.44M -$393K -795 -10%
CGA
1309
Channing Global Advisors
Florida
$3.44M -$13.3K -27 -0.4%
SWA
1310
Stratos Wealth Advisors
Ohio
$3.44M -$18.3K -37 -0.5%
SC
1311
Sawyer & Company
Massachusetts
$3.43M +$57.3K +116 +2%
LAM
1312
Lynch Asset Management
Pennsylvania
$3.42M
PIWA
1313
Prevail Innovative Wealth Advisors
Kansas
$3.4M +$307K +621 +10%
EBT
1314
Enterprise Bank & Trust
Massachusetts
$3.4M +$40K +81 +1%
ST
1315
Spinnaker Trust
Maine
$3.38M
NW
1316
Naviter Wealth
Arkansas
$3.38M -$58.8K -119 -2%
ATPW
1317
Ashton Thomas Private Wealth
Arizona
$3.37M +$41K +83 +1%
ACS
1318
Archford Capital Strategies
Illinois
$3.37M +$20.3K +40 +0.6%
NL
1319
NVWM LLC
Pennsylvania
$3.35M -$7.41K -15 -0.2%
MCM
1320
MV Capital Management
Maryland
$3.34M +$266K +539 +9%
QPBE
1321
Quintet Private Bank (Europe)
Luxembourg
$3.33M +$115K +233 +4%
ACA
1322
Aptus Capital Advisors
Alabama
$3.32M +$265K +536 +9%
ACM
1323
Accent Capital Management
Ohio
$3.32M +$50.4K +102 +2%
HBW
1324
Hazlett, Burt & Watson
West Virginia
$3.3M +$83.9K +170 +3%
MA
1325
Modus Advisors
Minnesota
$3.3M -$25.2K -51 -0.8%