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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 %
MW
1751
Marcum Wealth
Ohio
$1.44M +$26.7K +54 +2%
PFA
1752
Professional Financial Advisors
Nebraska
$1.43M +$26.2K +53 +2%
4WM
1753
4J Wealth Management
Virginia
$1.43M -$5.93K -12 -0.4%
SAM
1754
Steinberg Asset Management
New York
$1.43M -$22.7K -46 -2%
BFO
1755
Biltmore Family Office
North Carolina
$1.43M +$14.8K +30 +1%
BFA
1756
Beaumont Financial Advisors
Massachusetts
$1.43M -$380K -769 -21%
AL
1757
Aspiriant LLC
California
$1.42M -$23.2K -47 -2%
JMFC
1758
J.M. Forbes & Co
Massachusetts
$1.42M
MWA
1759
Meridian Wealth Advisors
Texas
$1.42M -$20.7K -42 -1%
DCM
1760
DGS Capital Management
New Jersey
$1.42M -$43.5K -88 -3%
RCG
1761
Regatta Capital Group
California
$1.42M +$19.8K +40 +1%
TCPW
1762
Twin City Private Wealth
North Carolina
$1.41M +$17.8K +36 +1%
HNB
1763
Hilltop National Bank
Wyoming
$1.41M +$22.2K +45 +2%
EM
1764
Excalibur Management
Massachusetts
$1.41M -$100K -203 -7%
SHFA
1765
SC&H Financial Advisors
Maryland
$1.41M -$48.4K -98 -3%
CP
1766
Castleview Partners
Texas
$1.4M +$20.7K +42 +1%
ACA
1767
Affinity Capital Advisors
California
$1.4M +$24.7K +50 +2%
SWM
1768
SeaCrest Wealth Management
New York
$1.4M +$52.8K +107 +4%
CANC
1769
Culbertson A N & Co
Virginia
$1.4M
DWAM
1770
Duncan Williams Asset Management
Tennessee
$1.39M -$74.6K -151 -5%
GC
1771
Gilbert & Cook
Iowa
$1.39M -$36.5K -74 -3%
RCA
1772
Roberts Capital Advisors
Colorado
$1.38M
CIM
1773
Caldwell Investment Management
Ontario, Canada
$1.38M
PWA
1774
Providence Wealth Advisors
Illinois
$1.38M +$53.9K +105 +4%
DWG
1775
Darden Wealth Group
Michigan
$1.38M -$1.98K -4 -0.1%