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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 %
DI
2126
Diligent Investors
California
$754K +$14.8K +30 +2%
CG
2127
Corundum Group
Colorado
$754K -$686K -1,390 -48%
IWP
2128
Invenio Wealth Partners
Florida
$751K +$23.7K +48 +3%
PSCM
2129
Per Stirling Capital Management
Texas
$750K +$14.8K +30 +2%
WA
2130
Wealth Architects
California
$749K +$19.3K +39 +3%
GA
2131
Goldstein Advisors
Wisconsin
$749K +$9.88K +20 +1%
NP
2132
Ninepoint Partners
Ontario, Canada
$745K -$879K -1,781 -54%
PHAM
2133
Palisades Hudson Asset Management
Florida
$745K
CCFM
2134
Clear Creek Financial Management
Washington
$743K +$5.43K +11 +0.7%
NWAG
2135
Net Worth Advisory Group
Utah
$743K +$743K +1,504 New
LCS
2136
Levin Capital Strategies
New York
$741K
PAM
2137
Paradigm Asset Management
New York
$740K
JIC
2138
Joel Isaacson & Co
New York
$739K +$17.3K +35 +2%
AA
2139
Advisory Alpha
Michigan
$738K +$84K +170 +13%
CG
2140
Cynosure Group
Utah
$732K -$653K -1,322 -47%
FFG
2141
Fortem Financial Group
California
$732K +$43.5K +88 +6%
SGK
2142
Steigerwald Gordon & Koch
Virginia
$730K
JA
2143
JVL Associates
Michigan
$728K +$17.3K +35 +2%
CCA
2144
Catalyst Capital Advisors
New York
$728K +$206K +418 +40%
RHAM
2145
Round Hill Asset Management
California
$726K
APP
2146
Avantax Planning Partners
Iowa
$725K -$487K -987 -40%
KFI
2147
Key Financial Inc
Pennsylvania
$721K +$5.43K +11 +0.8%
GJWM
2148
Gilliland Jeter Wealth Management
Arkansas
$721K
TW
2149
Traveka Wealth
California
$720K +$18.8K +38 +3%
OWA
2150
Outlook Wealth Advisors
Texas
$719K +$3.46K +7 +0.5%