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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 %
AGWCA
1926
Annis Gardner Whiting Capital Advisors
Florida
$1.05M -$90.4K -183 -8%
AIA
1927
Alera Investment Advisors
Illinois
$1.04M -$54.3K -110 -5%
CCM
1928
CAAS Capital Management
New York
$1.04M +$1.04M +2,100 New
MFG
1929
Monumental Financial Group
Maryland
$1.03M -$200K -406 -16%
FMC
1930
First Merchants Corp
Indiana
$1.03M +$39.5K +80 +4%
MC
1931
Maren Capital
Illinois
$1.03M
OFS
1932
OneAscent Financial Services
Alabama
$1.02M -$190K -385 -16%
WKWM
1933
Walter & Keenan Wealth Management
Indiana
$1.02M +$2.96K +6 +0.3%
BWP
1934
BSW Wealth Partners
Colorado
$1.02M +$50.4K +102 +5%
TF
1935
Trek Financial
Arizona
$1.02M +$50.4K +102 +5%
CWM
1936
Cahill Wealth Management
Michigan
$1.02M -$1.98K -4 -0.2%
CFSG
1937
Clark Financial Services Group
Missouri
$1.01M +$179K +363 +21%
AFT
1938
Alpha Family Trust
California
$1.01M
WMA
1939
Wealth Management Associates
New Jersey
$1.01M +$33.1K +67 +3%
BFS
1940
Burr Financial Services
California
$1.01M -$19.8K -40 -2%
RSWA
1941
Robinson Smith Wealth Advisors
Maine
$1.01M -$14.8K -30 -1%
BCM
1942
Boltwood Capital Management
California
$1M +$30.1K +61 +3%
MADR
1943
Milestones Administradora de Recursos
Brazil
$1M +$1M +2,035 New
AM
1944
Atwater Malick
Pennsylvania
$1M
SI
1945
Seeds Investor
New York
$1M +$190K +384 +23%
HWM
1946
Hemington Wealth Management
Virginia
$998K +$7.49K +15 +0.8%
VEA
1947
Virtus ETF Advisers
New York
$998K +$87.4K +177 +10%
ITIM
1948
Indiana Trust & Investment Management
Indiana
$997K +$96.3K +195 +11%
DFA
1949
Davies Financial Advisors
California
$992K -$68.1K -138 -6%
FHC
1950
First Heartland Consultants
Missouri
$989K +$6.92K +14 +0.7%