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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 %
V
1626
VeraBank
Texas
$1.88M
HP
1627
Hilltop Partners
Indiana
$1.88M +$155K +313 +9%
MRG
1628
Milestone Resources Group
British Virgin Islands
$1.87M -$89.5M -181,192 -98%
TWM
1629
Thrive Wealth Management
Pennsylvania
$1.86M -$10.4K -21 -0.6%
SSWM
1630
Strait & Sound Wealth Management
California
$1.85M -$225K -455 -11%
SFPG
1631
Stonebridge Financial Planning Group
Florida
$1.85M
MYIA
1632
Mount Yale Investment Advisors
Colorado
$1.85M -$189K -383 -9%
LWA
1633
Lantern Wealth Advisors
New York
$1.85M +$3.46K +7 +0.2%
IGGA
1634
Iron Gate Global Advisors
Utah
$1.84M -$1.48K -3 -0.1%
AIC
1635
Archer Investment Corporation
Indiana
$1.84M -$1.98K -4 -0.1%
APGDR
1636
Absoluto Partners Gestao de Recursos
Brazil
$1.84M -$530K -1,073 -22%
CWP
1637
Curated Wealth Partners
California
$1.83M +$33.1K +67 +2%
CCB
1638
Cutter & Co Brokerage
Missouri
$1.83M +$62.7K +127 +4%
ISWM
1639
Independent Solutions Wealth Management
New York
$1.83M -$40K -81 -2%
JWCA
1640
J.W. Coons Advisors
Ohio
$1.82M -$440K -891 -19%
SFG
1641
Synergy Financial Group
California
$1.82M +$52.4K +106 +3%
HCM
1642
HMS Capital Management
Tennessee
$1.81M +$8.39K +17 +0.5%
DS
1643
DRW Securities
Illinois
$1.81M -$8.33M -16,879 -82%
FGA
1644
Fortis Group Advisors
New Jersey
$1.8M -$1.69M -3,415 -48%
ARMT
1645
Amica Retiree Medical Trust
Rhode Island
$1.8M +$1.8M +3,648 New
HKIMG
1646
Hutchens & Kramer Investment Management Group
Indiana
$1.79M -$231K -465 -11%
TSWM
1647
Tyler-Stone Wealth Management
Ohio
$1.78M +$897K +1,816 +101%
EFA
1648
Evernest Financial Advisors
Indiana
$1.77M +$25.2K +51 +1%
CFO
1649
CVA Family Office
Colorado
$1.77M -$14.8K -30 -0.8%
NRD
1650
Nebula Research & Development
New York
$1.77M +$745K +1,509 +73%