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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 %
FA
2751
Fountainhead AM
New Jersey
$259K -$2.96K -6 -1%
HFP
2752
Holistic Financial Partners
Indiana
$259K -$20.7K -42 -7%
CAGAS
2753
Capital Advisory Group Advisory Services
Minnesota
$258K
AWA
2754
Alta Wealth Advisors
Massachusetts
$257K -$5.43K -11 -2%
FBB
2755
Fulton Breakefield Broenniman
Maryland
$257K
CWC
2756
Carolinas Wealth Consulting
North Carolina
$257K +$54.2K +110 +27%
MSR
2757
Main Street Research
Connecticut
$257K +$25.7K +52 +11%
EGWAG
2758
Elwood & Goetz Wealth Advisory Group
Georgia
$256K +$18.3K +37 +8%
DPW
2759
DiNuzzo Private Wealth
Pennsylvania
$256K +$494 +1 +0.2%
CWM
2760
Cahaba Wealth Management
Georgia
$256K -$2.47K -5 -1%
WE
2761
Wealth Effects
Massachusetts
$256K -$14.8K -30 -5%
MLA
2762
MB, Levis & Associates
Pennsylvania
$255K
PWA
2763
Phoenix Wealth Advisors
North Carolina
$255K -$98.8K -200 -28%
WB
2764
West Bancorporation
Iowa
$255K +$10.9K +22 +4%
TCM
2765
Tufton Capital Management
Maryland
$254K -$78.5K -159 -24%
CFD
2766
Creative Financial Designs
Indiana
$252K +$43K +87 +21%
VI
2767
VanderPol Investments
Michigan
$252K -$2.96K -6 -1%
PWM
2768
Provident Wealth Management
Tennessee
$251K +$21.2K +43 +9%
WAM
2769
Wallington Asset Management
Indiana
$251K +$251K +509 New
RGC
2770
Roberts, Glore & Co
Illinois
$251K
CNTOF
2771
Canandaigua National Trust of Florida
New York
$251K +$251K +508 New
PS
2772
Portfolio Strategies
New York
$251K
AR
2773
Apeiron RIA
Texas
$250K -$988 -2 -0.4%
BZWA
2774
Blue Zone Wealth Advisors
California
$250K +$250K +507 New
SPI
2775
Sutton Place Investors
New York
$250K +$250K +507 New