MA icon

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 %
VST
1951
Van Strum & Towne
California
$988K
NGA
1952
Naples Global Advisors
Florida
$987K +$40K +81 +4%
CCM
1953
Canal Capital Management
Virginia
$985K -$1.48K -3 -0.2%
CWM
1954
Connecticut Wealth Management
Connecticut
$981K -$91.4K -185 -9%
MAM
1955
MWA Asset Management
Massachusetts
$978K +$19.3K +39 +2%
HWM
1956
Howard Wealth Management
Connecticut
$976K
JCM
1957
Jacobsen Capital Management
Utah
$974K -$79.5K -161 -8%
RIA
1958
Regal Investment Advisors
Michigan
$973K -$282K -571 -22%
USWIA
1959
UP Strategic Wealth Investment Advisors
Pennsylvania
$969K +$91.8K +186 +10%
ABWM
1960
Alpine Bank Wealth Management
Colorado
$968K +$968K +1,960 New
SAMT
1961
Select Asset Management & Trust
Pennsylvania
$967K
TCB
1962
Texas Capital Bancshares
Texas
$964K
PCP
1963
Proficio Capital Partners
Massachusetts
$962K -$357K -722 -27%
WWS
1964
Wellington Wealth Strategies
Indiana
$961K +$961K +1,923 New
FWM
1965
Forza Wealth Management
Florida
$960K +$98.8K +200 +11%
CIC
1966
Crawford Investment Counsel
Georgia
$960K -$62.7K -127 -6%
BIA
1967
Bigelow Investment Advisors
Maine
$960K +$6.91K +14 +0.7%
BPWM
1968
Badgley Phelps Wealth Managers
Washington
$960K +$108K +218 +13%
DFG
1969
Demars Financial Group
Washington
$959K -$7.41K -15 -0.8%
MAM
1970
Madison Asset Management
Wisconsin
$955K +$19.3K +39 +2%
MA
1971
MJP Associates
Connecticut
$954K -$124K -251 -12%
NMG
1972
New Millennium Group
Utah
$950K +$724K +1,466 +320%
IC
1973
Iconiq Capital
California
$949K +$665K +1,346 +234%
FOA
1974
Five Oceans Advisors
California
$948K +$1.98K +4 +0.2%
SIA
1975
Strategic Investment Advisors
Michigan
$942K -$34.1K -69 -3%