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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 %
BWM
2451
BlackDiamond Wealth Management
New York
$438K +$60.3K +114 +16%
FBFS
2452
First Business Financial Services
Wisconsin
$437K +$4.94K +10 +1%
CIAS
2453
CFS Investment Advisory Services
New Jersey
$437K -$24.7K -50 -5%
EMAM
2454
Encompass More Asset Management
California
$436K +$58.8K +119 +16%
HWP
2455
Hibernia Wealth Partners
Louisiana
$435K -$12.8K -26 -3%
HI
2456
Hudock Inc
Pennsylvania
$434K
LFG
2457
Lockerman Financial Group
California
$434K +$20.2K +41 +5%
AWG
2458
Altus Wealth Group
Colorado
$432K -$12.3K -25 -3%
SCA
2459
Stonebridge Capital Advisors
Minnesota
$432K -$988 -2 -0.2%
SFWA
2460
Summit Financial Wealth Advisors
Louisiana
$431K
CFSG
2461
Community Financial Services Group
Vermont
$429K -$14.8K -30 -3%
SC
2462
Saiph Capital
New Jersey
$429K -$11.9K -24 -3%
ACM
2463
Avalon Capital Management
California
$428K +$8.4K +17 +2%
BBA
2464
Braun-Bostich & Associates
Pennsylvania
$428K +$72.1K +146 +20%
GKWIM
2465
Gerber Kawasaki Wealth & Investment Management
California
$426K -$988 -2 -0.2%
HCA
2466
Heck Capital Advisors
Wisconsin
$425K
VF
2467
VitalStone Financial
Texas
$425K +$417K +845 +5,633%
VCM
2468
Vision Capital Management
Oregon
$424K
BWM
2469
BCS Wealth Management
Tennessee
$424K +$39.5K +80 +10%
FFC
2470
First Financial Corp
Indiana
$424K
FCM
2471
Family Capital Management
Michigan
$424K +$22.7K +46 +6%
CLOS
2472
Compagnie Lombard Odier SCmA
Switzerland
$423K -$140K -283 -25%
FH
2473
FWG Holdings
Florida
$422K
UAG
2474
United Advisor Group
Ohio
$422K +$172K +348 +69%
ATS
2475
Ashton Thomas Securities
New York
$421K +$103K +209 +32%