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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 %
AWM
1576
Ameliora Wealth Management
Switzerland
$2.07M
FMLI
1577
Fukoku Mutual Life Insurance
Japan
$2.06M +$49.9K +101 +2%
4WM
1578
44 Wealth Management
Oregon
$2.06M +$2.06M +4,006 New
YIA
1579
YHB Investment Advisors
Connecticut
$2.05M +$104K +211 +5%
KP
1580
Keel Point
Alabama
$2.04M -$19.3K -39 -0.9%
GWM
1581
Guardian Wealth Management
Illinois
$2.04M +$30.6K +62 +2%
BBA
1582
BLB&B Advisors
Pennsylvania
$2.04M -$64.2K -130 -3%
CF
1583
Copperwynd Financial
Arizona
$2.04M +$153K +309 +8%
RMC
1584
Resources Management Corp
Connecticut
$2.03M +$325K +657 +19%
EFS
1585
Essex Financial Services
Connecticut
$2.03M -$243K -473 -11%
TSW
1586
Three Seasons Wealth
Utah
$2.03M +$32.1K +65 +2%
XT
1587
XTX Topco
Cayman Islands
$2.02M -$880K -1,783 -30%
KLI
1588
Kelman-Lazarov Inc
Tennessee
$2.02M
RWP
1589
Revolve Wealth Partners
New Jersey
$2.02M -$102K -206 -5%
SCP
1590
Stamos Capital Partners
California
$2.01M +$914K +1,850 +83%
KI
1591
Kapitalo Investimentos
Brazil
$2.01M -$14.5M -29,380 -88%
UF
1592
Univest Financial
Pennsylvania
$2.01M +$2.01M +4,060 New
LFA
1593
Legacy Financial Advisors
Kentucky
$2M +$69.6K +141 +4%
EWM
1594
Empirical Wealth Management
Washington
$2M +$272K +550 +16%
CWM
1595
Calamos Wealth Management
Illinois
$2M -$4.44K -9 -0.2%
IP
1596
Ignite Planners
California
$2M +$1.98K +4 +0.1%
MTC
1597
McDaniel Terry & Co
Texas
$2M +$2.47K +5 +0.1%
ACM
1598
AUA Capital Management
Pennsylvania
$1.99M -$20.7K -42 -1%
LCM
1599
Liberty Capital Management
Michigan
$1.98M +$52.3K +106 +3%
CCA
1600
Cobblestone Capital Advisors
New York
$1.97M +$15.3K +31 +0.8%