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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 %
PFT
1551
Providence First Trust
Arizona
$2.15M -$161K -327 -7%
CWM
1552
Cornerstone Wealth Management
Missouri
$2.15M +$10.9K +22 +0.5%
WIC
1553
Woodmont Investment Counsel
Tennessee
$2.15M -$102K -207 -5%
WC
1554
Westhampton Capital
North Carolina
$2.15M +$4.94K +10 +0.2%
FMTC
1555
Farmers & Merchants Trust Company
California
$2.14M -$1.98K -4 -0.1%
A
1556
AlphaQuest
New York
$2.14M -$740K -1,499 -26%
MLA
1557
My Legacy Advisors
Oregon
$2.14M -$323K -655 -13%
PP
1558
PDS Planning
Ohio
$2.14M +$49.9K +101 +2%
CWS
1559
Confluence Wealth Services
Pennsylvania
$2.13M -$322K -652 -13%
WAM
1560
Wolverine Asset Management
Illinois
$2.13M -$3.22M -6,527 -60%
MFA
1561
Mayflower Financial Advisors
Massachusetts
$2.13M +$12.3K +25 +0.6%
JSW
1562
Journey Strategic Wealth
New Jersey
$2.12M +$227K +460 +12%
SMA
1563
Sage Mountain Advisors
Georgia
$2.12M +$120K +243 +6%
BFS
1564
Bard Financial Services
Connecticut
$2.12M
BFG
1565
Beacon Financial Group
Texas
$2.11M +$22.7K +46 +1%
DF
1566
Dunhill Financial
United Kingdom
$2.11M +$443K +898 +27%
BHPW
1567
Beverly Hills Private Wealth
California
$2.1M -$226K -457 -10%
CCG
1568
Ceeto Capital Group
Florida
$2.1M
DW30
1569
Drucker Wealth 3.0
New Jersey
$2.09M +$48.4K +98 +2%
NAS
1570
Nicolet Advisory Services
Wisconsin
$2.09M +$20.3K +41 +1%
IFS
1571
Intelligent Financial Strategies
Minnesota
$2.09M +$494 +1 +0%
TA
1572
Tectonic Advisors
Texas
$2.09M +$16.8K +34 +0.8%
ESB
1573
Essex Savings Bank
Connecticut
$2.08M +$143K +289 +7%
MAM
1574
Mystic Asset Management
Rhode Island
$2.08M
RSWM
1575
Robertson Stephens Wealth Management
California
$2.07M -$10.9K -22 -0.5%