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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 %
CP
851
CenterBook Partners
Connecticut
$9.29M +$2.75M +5,574 +42%
CFGS
852
Concourse Financial Group Securities
Alabama
$9.29M -$421K -853 -4%
BSI
853
Bennett Selby Investments
Maine
$9.24M -$13.8K -28 -0.1%
TGAM
854
TBH Global Asset Management
Tennessee
$9.22M -$63.7K -129 -0.7%
FTWA
855
Fifth Third Wealth Advisors
Ohio
$9.2M +$1.72M +3,475 +23%
MCCA
856
Mill Creek Capital Advisors
Pennsylvania
$9.16M -$316K -640 -3%
BWL
857
Bogart Wealth LLC
Virginia
$9.16M +$136K +275 +2%
WIA
858
World Investment Advisors
California
$9.14M +$7.65M +15,491 +512%
SFA
859
Sequoia Financial Advisors
Ohio
$9.12M +$1.34M +2,721 +17%
WCM
860
Wisconsin Capital Management
Wisconsin
$9.12M
KIA
861
Knollwood Investment Advisory
Maryland
$9.09M
APTFM
862
AGUR Provident & Training Funds Management
Israel
$9.06M
UHC
863
Union Heritage Capital
Michigan
$9.06M
CIM
864
Contravisory Investment Management
Massachusetts
$9.01M -$60.2K -122 -0.7%
BP
865
Broadleaf Partners
Ohio
$8.95M -$33.6K -68 -0.4%
IIC
866
Ironwood Investment Counsel
Arizona
$8.94M +$49.4K +100 +0.6%
CT
867
Coastline Trust
Rhode Island
$8.87M +$128K +260 +1%
CIA
868
Concurrent Investment Advisors
Florida
$8.86M +$500K +1,013 +6%
BGI
869
BlueDrive Global Investors
United Kingdom
$8.85M
PFS
870
Physicians Financial Services
North Carolina
$8.85M -$29.6K -60 -0.3%
HCA
871
Harbor Capital Advisors
Illinois
$8.85M +$39.5K +80 +0.4%
NFGCM
872
Norman Fields Gottscho Capital Management
New York
$8.81M
FG
873
Fiduciary Group
Georgia
$8.79M -$52.3K -106 -0.6%
JEST
874
JTC Employer Solutions Trustee
Jersey
$8.77M
OIA
875
OneDigital Investment Advisors
Kansas
$8.67M +$391K +792 +5%