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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 %
KMWM
2276
Keudell/Morrison Wealth Management
Oregon
$581K
ML
2277
McAdam LLC
Pennsylvania
$580K +$94.8K +192 +20%
TWM
2278
Tradition Wealth Management
Minnesota
$579K -$6.91K -14 -1%
PPWM
2279
Paragon Private Wealth Management
Kentucky
$579K +$94.8K +192 +20%
LWA
2280
Lineweaver Wealth Advisors
Ohio
$579K +$143K +288 +33%
APWA
2281
Atlas Private Wealth Advisors
New Jersey
$577K
C
2282
CEDRUS
Colorado
$576K +$69.1K +140 +14%
SPIO
2283
Seven Post Investment Office
California
$575K
WCA
2284
Westover Capital Advisors
Delaware
$574K -$24.7K -50 -4%
MCM
2285
Mattern Capital Management
Colorado
$574K +$57.3K +116 +11%
BWP
2286
Barlow Wealth Partners
Kentucky
$571K
SIGI
2287
Susquehanna International Group (Ireland)
Ireland
$571K +$571K +1,156 New
SWM
2288
Sagace Wealth Management
Florida
$570K +$570K +1,126 New
DPI
2289
Diversified Portfolios Inc
Michigan
$570K +$2.47K +5 +0.4%
PEA
2290
Park Edge Advisors
Ohio
$570K +$570K +1,155 New
CIA
2291
Citadel Investment Advisory
Ohio
$570K -$12.3K -25 -2%
FP
2292
Financial Perspectives
Minnesota
$569K -$15.8K -32 -3%
SAW
2293
Signal Advisors Wealth
Michigan
$568K +$568K +1,150 New
DWM
2294
Dorchester Wealth Management
Quebec, Canada
$566K -$411K -833 -42%
NL
2295
Navalign LLC
California
$564K -$9.38K -19 -2%
WPWM
2296
Western Pacific Wealth Management
Illinois
$563K -$22.2K -45 -4%
MF
2297
Manchester Financial
California
$562K +$5.43K +11 +1%
ACP
2298
Arcus Capital Partners
Georgia
$562K -$137K -278 -20%
BWAM
2299
Boyd Watterson Asset Management
Ohio
$560K
VWM
2300
Vivid Wealth Management
Iowa
$558K -$282K -571 -34%