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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 %
YCG
2876
Yeomans Consulting Group
Georgia
$216K -$55.8K -113 -21%
RCM
2877
RNC Capital Management
California
$216K
DA
2878
Dover Advisors
Virginia
$216K +$216K +437 New
CWM
2879
Cabot Wealth Management
Massachusetts
$215K +$215K +435 New
CHA
2880
Cooper/Haims Advisors
New York
$215K +$215K +435 New
OPPS
2881
Obsidian Personal Planning Solutions
Maryland
$215K +$215K +430 New
HPIA
2882
Hamilton Point Investment Advisors
North Carolina
$214K +$214K +434 New
WPA
2883
West Paces Advisors
Georgia
$214K
SSW
2884
Smith Shellnut Wilson
Mississippi
$212K +$212K +430 New
I
2885
IMPACTfolio
Colorado
$212K +$212K +430 New
PGWM
2886
Pitti Group Wealth Management
New York
$212K
MMHP
2887
Murphy Middleton Hinkle & Parker
Georgia
$211K +$211K +428 New
OWA
2888
Opal Wealth Advisors
New York
$211K -$96.3K -195 -31%
AIA
2889
Accelerate Investment Advisors
California
$210K +$210K +425 New
FSA
2890
Financial Security Advisor
Virginia
$210K +$210K +424 New
EA
2891
Ellsworth Advisors
Ohio
$209K +$209K +424 New
BWA
2892
Brave Warrior Advisors
New York
$208K +$208K +422 New
QP
2893
Quartz Partners
New York
$208K +$208K +422 New
VDI
2894
Vaughan David Investments
Illinois
$208K +$208K +421 New
AWP
2895
Abacus Wealth Partners
California
$208K +$208K +421 New
KL
2896
KWMG LLC
Kansas
$208K +$208K +421 New
RFG
2897
Range Financial Group
Oregon
$207K -$292K -591 -59%
TPWA
2898
TRUE Private Wealth Advisors
Oregon
$206K -$285K -578 -58%
JBA
2899
Johnson Bixby & Associates
Washington
$206K +$206K +418 New
ME
2900
McIlrath & Eck
Washington
$206K -$186K -376 -47%