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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 %
DA
1801
Doliver Advisors
Texas
$1.32M -$97.8K -198 -7%
CFIA
1802
Cantor Fitzgerald Investment Advisors
New York
$1.32M
BAM
1803
Beaumont Asset Management
Texas
$1.31M +$31.6K +64 +2%
FWM
1804
FFT Wealth Management
Pennsylvania
$1.31M +$30.6K +62 +2%
CFO
1805
Callan Family Office
Pennsylvania
$1.3M +$757K +1,532 +139%
ANB
1806
Amarillo National Bank
Texas
$1.3M
9WM
1807
9258 Wealth Management
Ohio
$1.3M +$110K +223 +9%
CIM
1808
CIM Investment Management
Pennsylvania
$1.3M -$50.4K -102 -4%
ZIG
1809
Zuckerman Investment Group
Illinois
$1.29M +$29.1K +59 +2%
HI
1810
Harper Investing
California
$1.29M +$322K +652 +33%
JJBC
1811
James J. Burns & Company
New York
$1.28M +$65.2K +132 +5%
MAWCM
1812
Mine & Arao Wealth Creation & Management
California
$1.28M -$15.8K -32 -1%
TCM
1813
Twin Capital Management
Pennsylvania
$1.27M -$58.3K -118 -4%
M
1814
MOTCO
Texas
$1.27M +$72.6K +147 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
1815
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.27M +$1.27M +2,563 New
DL
1816
DOHJ LLC
Washington
$1.27M +$113K +229 +10%
MAWA
1817
Moss Adams Wealth Advisors
Washington
$1.26M +$112K +227 +10%
KA
1818
Kovack Advisors
Florida
$1.26M +$295K +597 +31%
AWM
1819
Aprio Wealth Management
Georgia
$1.26M +$63.2K +128 +5%
NFA
1820
Northern Financial Advisors
Michigan
$1.25M +$40.5K +82 +3%
SFS
1821
Stiles Financial Services
Minnesota
$1.25M -$27.7K -56 -2%
EFMC
1822
Empire Financial Management Company
New York
$1.25M +$61.7K +125 +5%
DWM
1823
Drive Wealth Management
Utah
$1.25M -$18.8K -38 -1%
GWA
1824
Gratus Wealth Advisors
Virginia
$1.25M +$54.5K +111 +5%
WCM
1825
Wallace Capital Management
Texas
$1.25M -$10.9K -22 -0.9%