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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 %
BFO
2101
Boston Family Office
Massachusetts
$790K +$123K +250 +19%
OFG
2102
Oxford Financial Group
Indiana
$789K -$337K -683 -30%
MIM
2103
Moseley Investment Management
Florida
$787K +$4.94K +10 +0.6%
CPC
2104
Cookson Peirce & Co
Pennsylvania
$786K -$14.1M -28,531 -95%
FCA
2105
FLC Capital Advisors
California
$784K
TA
2106
TFG Advisers
Michigan
$782K +$988 +2 +0.1%
ACM
2107
AlphaStar Capital Management
North Carolina
$782K +$80K +162 +11%
BMC
2108
Beaton Management Company
Massachusetts
$781K
LP
2109
LGL Partners
Pennsylvania
$780K +$7.9K +16 +1%
FIB
2110
First Interstate Bank
Montana
$780K -$41K -83 -5%
QFA
2111
Quantum Financial Advisors
California
$778K
CWA
2112
Clarity Wealth Advisors
California
$777K -$31.6K -64 -4%
HNWAG
2113
High Net Worth Advisory Group
Florida
$773K -$22.2K -45 -3%
SGCA
2114
Steel Grove Capital Advisors
Tennessee
$773K +$9.87K +20 +1%
DMBA
2115
Deseret Mutual Benefit Administrators
Utah
$772K -$25.2K -51 -3%
KCM
2116
Kathmere Capital Management
Pennsylvania
$771K +$27.2K +55 +4%
CCP
2117
Cassia Capital Partners
North Carolina
$768K -$30.6K -62 -4%
SIC
2118
Salem Investment Counselors
North Carolina
$766K -$8.4K -17 -1%
RFA
2119
Resurgent Financial Advisors
Georgia
$766K -$22.2K -45 -3%
SWM
2120
Salvus Wealth Management
New Jersey
$763K +$26.2K +53 +4%
NRW
2121
Nova R Wealth
Kansas
$760K
FFA
2122
Fragasso Financial Advisors
Pennsylvania
$760K +$81.5K +165 +12%
TA
2123
TFB Advisors
Kansas
$757K +$17.3K +35 +2%
LGA
2124
Lebenthal Global Advisors
New York
$754K +$126K +255 +20%
1WA
2125
180 Wealth Advisors
Washington
$754K -$23.2K -47 -3%