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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 %
LB
2726
Legacy Bridge
Iowa
$269K
QPWM
2727
Quadrant Private Wealth Management
Pennsylvania
$269K +$27.7K +56 +11%
BWA
2728
Bordeaux Wealth Advisors
California
$269K +$269K +544 New
AF
2729
Apollon Financial
South Carolina
$269K
MHC
2730
Meyer Handelman Company
New York
$268K -$8.4K -17 -3%
KC
2731
Kingfisher Capital
North Carolina
$267K +$23.2K +47 +9%
WBG
2732
Wharton Business Group
Pennsylvania
$267K -$11.8K -24 -4%
JTWM
2733
Jackson Thornton Wealth Management
Alabama
$267K -$1.48K -3 -0.6%
FTA
2734
Financial & Tax Architects
Missouri
$266K
IAG
2735
Investmark Advisory Group
Connecticut
$266K
CPIA
2736
Cornell Pochily Investment Advisors
New York
$265K
BL
2737
Balentine LLC
Georgia
$264K +$264K +535 New
MIM
2738
Marco Investment Management
Georgia
$264K -$13.3K -27 -5%
LL
2739
LPWM LLC
Minnesota
$263K
ES
2740
Eagle Strategies
New York
$263K +$11.3K +23 +5%
RB
2741
Rodgers Brothers
Pennsylvania
$263K
TFA
2742
Trinity Financial Advisors
Ohio
$263K
FAT
2743
First American Trust
California
$262K +$2.47K +5 +1%
1WM
2744
1900 Wealth Management
Texas
$261K +$494 +1 +0.2%
WP
2745
WealthShield Partners
North Carolina
$260K +$260K +527 New
DDPIC
2746
Deroy & Devereaux Private Investment Counsel
Michigan
$260K -$346K -700 -57%
VR
2747
Valued Retirements
Texas
$259K
AW
2748
Apricus Wealth
South Carolina
$259K
LI
2749
Lafayette Investments
Maryland
$259K +$10.9K +22 +4%
EWA
2750
Etesian Wealth Advisors
Oregon
$259K +$259K +524 New