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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 %
FFS
2701
Founders Financial Securities
Maryland
$282K -$22.2K -45 -7%
NEWAS
2702
N.E.W. Advisory Services
Wisconsin
$282K
VBA
2703
von Borstel & Associates
Oregon
$282K +$282K +571 New
DWM
2704
Darwin Wealth Management
Florida
$281K -$12.8K -26 -4%
SIS
2705
Sound Income Strategies
Florida
$280K -$15.3K -31 -5%
HDIM
2706
Hanson & Doremus Investment Management
Vermont
$280K
CB
2707
Centennial Bank
Arkansas
$279K
FWI
2708
Facet Wealth Inc
Maryland
$278K -$2.54K -5 -0.9%
RCM
2709
Raleigh Capital Management
North Carolina
$278K +$15.3K +31 +6%
CCG
2710
Coastwise Capital Group
California
$278K +$49.4K +100 +22%
PR
2711
Payden & Rygel
California
$277K
ACC
2712
Acorn Creek Capital
Colorado
$277K +$19.3K +39 +7%
GGI
2713
GPM Growth Investors
Michigan
$277K -$17.8K -36 -6%
ACM
2714
Andina Capital Management
Utah
$276K -$22.2K -45 -7%
NAMP
2715
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$276K -$4.44K -9 -2%
B
2716
Barings
North Carolina
$276K +$276K +559 New
GMA
2717
Glassy Mountain Advisors
Maryland
$276K
GCA
2718
Greenwood Capital Associates
South Carolina
$275K -$45.4K -92 -14%
BC
2719
Barrett & Company
Rhode Island
$274K -$20.2K -41 -7%
WGC
2720
Watts Gwilliam & Co
Arizona
$273K +$273K +549 New
PCWA
2721
Pacific Capital Wealth Advisors
California
$273K +$27.7K +56 +11%
WWP
2722
WR Wealth Planners
Missouri
$272K +$15.3K +31 +6%
TSW
2723
Thompson Siegel & Walmsley
Virginia
$272K +$272K +550 New
FAP
2724
Financial Advisory Partners
Florida
$272K
ODG
2725
O'Dell Group
Ohio
$270K +$493 +1 +0.2%