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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 %
ODIJL
2801
One Day In July LLC
Vermont
$242K +$242K +490 New
CA
2802
CSM Advisors
Pennsylvania
$241K +$241K +490 New
AGAM
2803
Audent Global Asset Management
California
$241K -$516K -1,045 -68%
HWA
2804
Heartwood Wealth Advisors
Virginia
$241K
SWM
2805
Shakespeare Wealth Management
Wisconsin
$241K +$3.95K +8 +2%
RW
2806
Regimen Wealth
Georgia
$241K +$494 +1 +0.2%
RFG
2807
REAP Financial Group
Texas
$240K +$14.3K +29 +6%
RWA
2808
Rooted Wealth Advisors
Illinois
$239K -$10.3K -21 -4%
EBA
2809
Eagle Bay Advisors
New York
$239K -$2.47K -5 -1%
GF
2810
GGM Financials
Ohio
$238K +$494 +1 +0.2%
UFA
2811
US Financial Advisors
Massachusetts
$238K
FZCM
2812
Flynn Zito Capital Management
New York
$237K
CW
2813
Channel Wealth
California
$236K -$11.4K -23 -5%
LWM
2814
LJI Wealth Management
Indiana
$235K +$8.4K +17 +4%
PWP
2815
Precedent Wealth Partners
Texas
$235K -$19.8K -40 -8%
BFAG
2816
Blackston Financial Advisory Group
Florida
$235K +$235K +475 New
AA
2817
Addison Advisors
Vermont
$235K +$8.4K +17 +4%
FF
2818
Fluent Financial
Texas
$235K -$7.41K -15 -3%
HCM
2819
Heathbridge Capital Management
Ontario, Canada
$235K
BMMM
2820
Boston Mountain Money Management
Arkansas
$234K -$3.46K -7 -1%
HWMO
2821
Heritage Wealth Management (Ohio)
Ohio
$234K
SAM
2822
Secure Asset Management
Michigan
$233K +$233K +473 New
MAP
2823
Moody Aldrich Partners
Massachusetts
$233K -$137K -277 -37%
PVM
2824
Palogic Value Management
Texas
$233K -$6.42K -13 -3%
BCMLT
2825
Beacon Capital Management LLC (Tennessee)
Tennessee
$233K +$68.6K +139 +42%