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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 %
TC
2151
Trust Company
Kansas
$717K -$107K -217 -13%
MFG
2152
Magnus Financial Group
New York
$714K -$1.98K -4 -0.3%
TSWM
2153
Triangle Securities Wealth Management
North Carolina
$712K -$26.7K -54 -4%
MF
2154
Montis Financial
Massachusetts
$705K +$296K +600 +73%
SDWIA
2155
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$703K +$9.88K +20 +1%
WFMPM
2156
Woodley Farra Manion Portfolio Management
Indiana
$703K +$6.91K +14 +1%
APA
2157
Astoria Portfolio Advisors
New York
$701K -$8.54K -17 -1%
AAS
2158
Annex Advisory Services
Wisconsin
$699K -$17.8K -36 -2%
RWA
2159
Redhawk Wealth Advisors
Minnesota
$698K -$105K -213 -13%
LWM
2160
Laidlaw Wealth Management
New York
$698K +$69.6K +141 +11%
AWA
2161
Amplius Wealth Advisors
Pennsylvania
$695K -$2.47K -5 -0.4%
DOA
2162
D'Orazio & Associates
Virginia
$694K +$16.8K +34 +2%
OWP
2163
ORG Wealth Partners
Texas
$694K +$694K +1,404 New
SW
2164
SkyOak Wealth
Michigan
$691K
RMAM
2165
Raab & Moskowitz Asset Management
New Jersey
$690K +$9.88K +20 +1%
AWM
2166
Atticus Wealth Management
Florida
$690K -$40K -81 -5%
SFC
2167
SYM Financial Corp
Indiana
$688K +$89.4K +181 +15%
MFC
2168
Morris Financial Concepts
South Carolina
$688K -$44K -89 -6%
UAML
2169
US Asset Management LLC
Pennsylvania
$686K -$2.09K -4 -0.3%
S
2170
Sunpointe
Missouri
$685K +$31.6K +64 +5%
AWM
2171
Alterna Wealth Management
Texas
$684K +$15.3K +31 +2%
BFS
2172
Baskin Financial Services
Ontario, Canada
$681K
GHA
2173
Granite Harbor Advisors
Texas
$681K +$85.4K +173 +14%
AFP
2174
Ausdal Financial Partners
Iowa
$677K +$32.1K +65 +5%
CPRC
2175
Consolidated Portfolio Review Corp
New York
$676K +$3.95K +8 +0.6%