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 %
CAM
2201
Cidel Asset Management
Ontario, Canada
$642K +$15.3K +31 +2%
PHWM
2202
Pine Harbor Wealth Management
Maryland
$642K -$100K -203 -14%
FWA
2203
FSM Wealth Advisors
Ohio
$641K +$73.6K +149 +13%
NWA
2204
New World Advisors
Massachusetts
$640K -$31.1K -63 -5%
PP
2205
Paloma Partners
Connecticut
$639K +$288K +583 +82%
FWP
2206
Firethorn Wealth Partners
Georgia
$638K -$10.9K -22 -2%
CT
2207
Colonial Trust
South Carolina
$637K +$258K +522 +68%
MCWA
2208
Meadow Creek Wealth Advisors
Georgia
$635K +$114K +231 +22%
CAM
2209
Claret Asset Management
Quebec, Canada
$635K -$3.95K -8 -0.6%
WCM
2210
Wedge Capital Management
North Carolina
$635K -$2.47K -5 -0.4%
MW
2211
MBL Wealth
North Carolina
$634K -$4.94K -10 -0.8%
BSTWA
2212
Blake Schutter Theil Wealth Advisors
Ohio
$634K +$634K +1,284 New
DM
2213
Deerfield Management
New York
$632K +$632K +1,280 New
EWM
2214
Evermay Wealth Management
Virginia
$632K
TNA
2215
True North Advisors
Texas
$630K -$71.6K -145 -10%
ACP
2216
Aveo Capital Partners
Colorado
$630K +$135K +273 +27%
GL
2217
Gerber LLC
Ohio
$630K
BAM
2218
Berkshire Asset Management
Pennsylvania
$630K
SAM
2219
Summit Asset Management
Tennessee
$625K +$12.3K +25 +2%
CIS
2220
Custom Index Systems
New York
$624K -$3.95K -8 -0.6%
AIM
2221
Aigen Investment Management
New York
$622K -$267K -540 -30%
SFS
2222
Symphony Financial Services
Ohio
$622K +$16.8K +34 +3%
SWM
2223
Sterling Wealth Management
Illinois
$622K +$622K +1,259 New
TWM
2224
Trueblood Wealth Management
Ohio
$619K -$2.96K -6 -0.5%
LG
2225
LaFleur & Godfrey
Michigan
$617K