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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 %
JCM
1351
Jacobi Capital Management
Pennsylvania
$3.1M +$225K +456 +8%
AAP
1352
Arax Advisory Partners
Colorado
$3.1M -$11.9K -24 -0.4%
SFP
1353
Sweet Financial Partners
Minnesota
$3.09M -$39.5K -80 -1%
NPP
1354
New Potomac Partners
Maryland
$3.08M -$172K -349 -5%
WBC
1355
West Branch Capital
Massachusetts
$3.08M +$136K +275 +5%
FFA
1356
Fortune Financial Advisors
Kansas
$3.07M -$710K -1,438 -19%
PAS
1357
Point72 Asia (Singapore)
Singapore
$3.07M +$1.41M +2,854 +85%
TPI
1358
Trust Point Inc
Wisconsin
$3.07M +$124K +252 +4%
UBG
1359
United Bank (Georgia)
Georgia
$3.06M -$65.7K -133 -2%
BTW
1360
Boston Trust Walden
Massachusetts
$3.06M +$19.8K +40 +0.6%
HCM
1361
Howard Capital Management
Georgia
$3.05M +$3.05M +6,183 New
BC
1362
Bridgefront Capital
Texas
$3.04M -$1.15M -2,330 -27%
AOWM
1363
Alpha Omega Wealth Management
Virginia
$3.04M -$42K -85 -1%
SQA
1364
Simon Quick Advisors
New Jersey
$3.04M +$38.5K +78 +1%
AWM
1365
Angeles Wealth Management
California
$3.04M +$460K +931 +18%
TC
1366
Tsai Capital
New York
$3.04M +$11.9K +24 +0.4%
JWCA
1367
J.W. Cole Advisors
Florida
$3.03M +$724K +1,466 +31%
PMG
1368
ProVise Management Group
Florida
$3.02M -$36K -73 -1%
DCM
1369
Dudley Capital Management
Virginia
$3.02M -$37K -75 -1%
BIG
1370
Brooklyn Investment Group
New York
$3.01M +$137K +277 +5%
HIC
1371
Holderness Investments Company
North Carolina
$3.01M
ACL
1372
Applied Capital LLC
Florida
$3.01M -$14.8K -30 -0.5%
VFA
1373
Voya Financial Advisors
Connecticut
$2.99M -$64.2K -130 -2%
NHT
1374
New Hampshire Trust
New Hampshire
$2.99M -$2.47K -5 -0.1%
FIM
1375
Freedom Investment Management
Connecticut
$2.97M -$192K -389 -6%