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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 %
WA
1526
Wealth Alliance
New York
$2.25M +$22.2K +45 +1%
FTIS
1527
First Trust Investment Solutions
Florida
$2.25M +$1.29M +2,617 +135%
HFA
1528
Harbert Fund Advisors
Alabama
$2.25M +$24.7K +50 +1%
PPWP
1529
Premier Path Wealth Partners
New Jersey
$2.24M -$3.46K -7 -0.2%
SWM
1530
Sendero Wealth Management
Texas
$2.22M +$54.8K +111 +3%
MC
1531
Machina Capital
France
$2.22M -$355K -719 -14%
FIC
1532
FCG Investment Company
Tennessee
$2.22M -$525K -1,064 -19%
RWB
1533
RMR Wealth Builders
New Jersey
$2.22M -$80.5K -163 -4%
VWM
1534
VCI Wealth Management
Missouri
$2.21M +$2.21M +4,485 New
WCM Investment Management
1535
WCM Investment Management
California
$2.21M -$815K -1,651 -27%
WTC
1536
WhitTier Trust Company
Nevada
$2.21M +$25.7K +52 +1%
MBT
1537
Montecito Bank & Trust
California
$2.21M +$569K +1,152 +35%
REMPR
1538
Roof Eidam Maycock Peralta (REMP)
California
$2.2M +$24.7K +50 +1%
CWM
1539
Compass Wealth Management
Connecticut
$2.2M
LCWP
1540
Legacy Capital Wealth Partners
Arkansas
$2.19M +$983K +1,990 +81%
HCMT
1541
Highland Capital Management (Tennessee)
Tennessee
$2.19M -$1.68M -3,398 -43%
CA
1542
Claro Advisors
Massachusetts
$2.18M +$409K +828 +23%
CC
1543
Capital Counsel
New York
$2.18M -$24.7K -50 -1%
CP
1544
Canopy Partners
Ohio
$2.17M +$23.7K +48 +1%
AIP
1545
Alapocas Investment Partners
Massachusetts
$2.16M +$14.8K +30 +0.7%
EFG
1546
Everhart Financial Group
Ohio
$2.16M +$326K +660 +18%
OIS
1547
Okabena Investment Services
Minnesota
$2.16M
MPPLM
1548
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.15M +$455K +922 +27%
TCG
1549
Tremblant Capital Group
Florida
$2.15M +$163K +330 +8%
FUBT
1550
First United Bank & Trust
Maryland
$2.15M -$269K -545 -11%