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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 %
WPC
2476
Waters Parkerson & Co
Louisiana
$420K
FC
2477
Financial Council
Maryland
$419K
SA
2478
Stewardship Advisors
Pennsylvania
$419K +$419K +849 New
CIG
2479
Cascade Investment Group
Colorado
$417K -$14.3K -29 -3%
GCM
2480
Goldstream Capital Management
Hong Kong
$416K +$129K +262 +45%
LAM
2481
Lewis Asset Management
California
$415K +$81K +164 +24%
CTA
2482
Colonial Trust Advisors
South Carolina
$414K +$37K +75 +10%
HIG
2483
Heritage Investment Group
Florida
$412K +$16.3K +33 +4%
HA
2484
Hamel Associates
New Jersey
$412K -$27.2K -55 -6%
DA
2485
Drake & Associates
Wisconsin
$411K +$69.2K +140 +20%
PB
2486
Pinnacle Bancorp
Nebraska
$411K +$12.3K +25 +3%
IC
2487
Inscription Capital
Texas
$410K +$80.5K +163 +24%
BWP
2488
Baldwin Wealth Partners
Massachusetts
$409K +$115K +233 +39%
PA
2489
Promethium Advisors
Maryland
$408K +$408K +827 New
TIA
2490
Tiemann Investment Advisors
California
$408K
OFS
2491
Oldfather Financial Services
Nebraska
$408K +$10.4K +21 +3%
CCT
2492
Chemung Canal Trust
New York
$408K
BSC
2493
Brown Shipley & Co
United Kingdom
$408K -$57.3K -116 -12%
LWM
2494
Lodestone Wealth Management
Washington
$407K -$164K -333 -29%
Betterment LLC
2495
Betterment LLC
New York
$407K +$129K +262 +47%
WH
2496
Willner & Heller
California
$405K +$24.2K +49 +6%
SPWG
2497
Sage Private Wealth Group
Illinois
$404K -$1.98K -4 -0.5%
APW
2498
Austin Private Wealth
Texas
$404K +$4.44K +9 +1%
RFP
2499
Root Financial Partners
California
$402K +$94.3K +191 +31%
MWM
2500
Mosley Wealth Management
California
$401K +$55.1K +107 +16%