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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 %
SIM
1601
Sentry Investment Management
Wisconsin
$1.97M
SMC
1602
Smith, Moore & Co
Missouri
$1.96M -$220K -445 -10%
BCM
1603
Barden Capital Management
Texas
$1.96M +$32.6K +66 +2%
HFO
1604
Heritage Family Offices
Arizona
$1.96M +$426K +863 +28%
BWM
1605
Brophy Wealth Management
New Hampshire
$1.96M +$1.96M +3,962 New
AA
1606
Altman Advisors
Illinois
$1.95M +$1.95M +3,947 New
PCOTEOTHU
1607
Provident Company of the Employees of the Hebrew University
Israel
$1.95M
MFGM
1608
Marshall Financial Group (Maryland)
Maryland
$1.94M +$3.95K +8 +0.2%
MKA
1609
M. Kulyk & Associates
Georgia
$1.94M +$19.3K +39 +1%
NF
1610
Nikulski Financial
Iowa
$1.94M -$12.3K -25 -0.6%
BC
1611
Burney Company
Virginia
$1.94M -$99.7K -202 -5%
B
1612
Bailard
California
$1.94M +$113K +228 +6%
SCM
1613
Stevens Capital Management
Pennsylvania
$1.92M -$4.45M -9,016 -70%
PA
1614
Prossimo Advisors
California
$1.92M +$20.2K +41 +1%
FFM
1615
Forum Financial Management
Illinois
$1.92M +$29.1K +59 +2%
FAM
1616
Formidable Asset Management
Ohio
$1.91M -$109K -221 -5%
MTIC
1617
Missouri Trust & Investment Company
Missouri
$1.91M -$58.3K -118 -3%
CCFCSB
1618
Cape Cod Five Cents Savings Bank
Massachusetts
$1.91M -$252K -510 -12%
RIA
1619
Richwood Investment Advisors
Ohio
$1.91M -$22.7K -46 -1%
AF
1620
Arrow Financial
New York
$1.9M +$48.4K +98 +3%
BDA
1621
Borer Denton & Associates
Pennsylvania
$1.9M +$44.4K +90 +2%
CW
1622
CIC Wealth
Maryland
$1.89M -$17.3K -35 -0.9%
KIA
1623
KCM Investment Advisors
California
$1.89M +$12.8K +26 +0.7%
FAFN
1624
First Affirmative Financial Network
Colorado
$1.89M +$379K +768 +25%
HWA
1625
HCR Wealth Advisors
California
$1.89M -$5.93K -12 -0.3%