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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 %
EWA
826
EP Wealth Advisors
California
$9.84M +$1.76M +3,562 +22%
CCG
827
Cypress Capital Group
Florida
$9.83M -$307K -621 -3%
HF
828
HRT Financial
New York
$9.82M +$9.82M +19,885 New
SCM
829
Shelton Capital Management
Colorado
$9.81M -$2.25M -4,552 -19%
NME
830
Notis-McConarty Edward
$9.79M -$2.39M -4,831 -20%
BP
831
Ballentine Partners
Massachusetts
$9.76M +$460K +931 +5%
HH
832
Hilltop Holdings
Texas
$9.73M +$6.86M +13,892 +239%
CAM
833
Cypress Asset Management
Texas
$9.73M +$64.2K +130 +0.7%
HWM
834
HB Wealth Management
Georgia
$9.72M +$845K +1,711 +10%
HKAM
835
Horizon Kinetics Asset Management
New York
$9.7M -$736K -1,490 -7%
CAC
836
Certified Advisory Corp
Florida
$9.69M +$89.4K +181 +0.9%
VIM
837
Vancity Investment Management
British Columbia, Canada
$9.65M -$10.4M -20,967 -52%
PIM
838
Progressive Investment Management
Oregon
$9.64M -$98.3K -199 -1%
First Manhattan
839
First Manhattan
New York
$9.61M +$415K +840 +5%
DCM
840
Donaldson Capital Management
Indiana
$9.6M +$470K +951 +5%
P
841
&Partners
Tennessee
$9.56M +$6.68M +13,527 +231%
NIM
842
Northeast Investment Management
Massachusetts
$9.55M -$64.2K -130 -0.7%
USAA
843
United Services Automobile Association
Texas
$9.48M -$2.11M -4,263 -18%
PIM
844
Plato Investment Management
Australia
$9.43M +$50.8K +103 +0.5%
DAS
845
Dynamic Advisor Solutions
Arizona
$9.41M -$16.8K -34 -0.2%
TCBWMS
846
Texas Capital Bank Wealth Management Services
Texas
$9.39M +$290K +588 +3%
VPI
847
Value Partners Investments
Manitoba, Canada
$9.37M +$4.93M +8,487 +111%
RJT
848
Raymond James Trust
Florida
$9.32M +$41K +83 +0.4%
LOPW
849
Live Oak Private Wealth
North Carolina
$9.31M +$120K +243 +1%
WIM
850
WealthPlan Investment Management
Nebraska
$9.3M +$2.02M +4,087 +28%