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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 %
WAM
2051
Werlinich Asset Management
Connecticut
$848K
SOS
2052
Silver Oak Securities
Tennessee
$848K +$33.7K +81 +4%
ONST
2053
Old North State Trust
North Carolina
$848K +$8.39K +17 +1%
AWE
2054
Avidian Wealth Enterprises
Texas
$848K +$51.4K +104 +6%
LSA
2055
Lion Street Advisors
Texas
$846K -$31.1K -63 -4%
BFA
2056
Brown Financial Advisors
Ohio
$845K +$91.8K +186 +12%
TFO
2057
Tarbox Family Office
California
$842K +$160K +325 +24%
CMI
2058
Clare Market Investments
Texas
$842K -$93.4K -189 -10%
DAC
2059
Dividend Assets Capital
South Carolina
$841K
OWM
2060
OneAscent Wealth Management
Alabama
$840K +$30.1K +61 +4%
FCB
2061
First County Bank
Connecticut
$837K -$62.7K -127 -7%
MA
2062
MONECO Advisors
Connecticut
$836K -$2.51M -5,075 -75%
SVCP
2063
Silicon Valley Capital Partners
California
$836K +$248K +502 +42%
MAM
2064
McLean Asset Management
Virginia
$834K +$10.4K +21 +1%
PWA
2065
Physician Wealth Advisors
Utah
$834K -$76.6K -151 -8%
CWA
2066
Consilium Wealth Advisory
Texas
$829K -$1.29M -2,609 -61%
AWM
2067
Aberdeen Wealth Management
Illinois
$829K -$60.3K -122 -7%
CS
2068
Crescent Sterling
Louisiana
$829K -$2.47K -5 -0.3%
APWM
2069
Argonautica Private Wealth Management
Massachusetts
$826K
MWA
2070
Midland Wealth Advisors
Illinois
$822K -$23.7K -48 -3%
PA
2071
PSI Advisors
Florida
$821K -$31.1K -63 -4%
GAM
2072
Gould Asset Management
California
$820K -$82.5K -167 -9%
OPA
2073
Old Port Advisors
Maine
$820K -$6.42K -13 -0.8%
MSA
2074
Marino Stram & Associates
Massachusetts
$819K
HPM
2075
Hoxton Planning & Management
West Virginia
$819K +$15.8K +32 +2%