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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 %
PTC
1076
Private Trust Company
Ohio
$5.48M -$54.3K -110 -1%
FFP
1077
FourThought Financial Partners
Florida
$5.48M +$25.2K +51 +0.5%
TCOT
1078
Trust Company of Toledo
Ohio
$5.48M +$565K +1,144 +11%
NED
1079
Nancy E. Dempze
$5.48M +$146K +295 +3%
FMWA
1080
Forvis Mazars Wealth Advisors
Missouri
$5.47M -$22.7K -46 -0.4%
BL
1081
BFSG LLC
California
$5.47M -$1.2M -2,429 -18%
WWM
1082
Western Wealth Management
Colorado
$5.46M +$198K +401 +4%
MPWT
1083
MassMutual Private Wealth & Trust
Connecticut
$5.45M -$176K -357 -3%
SGA
1084
Strategic Global Advisors
California
$5.45M -$49.9K -101 -0.9%
RWP
1085
RWA Wealth Partners
Massachusetts
$5.44M +$160K +325 +3%
FCM
1086
Fortis Capital Management
Washington
$5.42M +$332K +672 +7%
KHLMTHM
1087
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.41M
NP
1088
NorthRock Partners
Minnesota
$5.35M +$314K +636 +6%
Wolverine Trading
1089
Wolverine Trading
Illinois
$5.35M -$10M -20,321 -65%
BFPW
1090
BOK Financial Private Wealth
Colorado
$5.34M -$264K -534 -5%
PWM
1091
Peterson Wealth Management
Nevada
$5.32M -$18.3K -37 -0.3%
KJHP
1092
K.J. Harrison & Partners
Ontario, Canada
$5.32M +$2.05M +3,978 +63%
LSAG
1093
Lake Street Advisors Group
New Hampshire
$5.32M +$35.1K +71 +0.7%
FCI
1094
Financial Counselors Inc
Kansas
$5.29M +$316K +640 +6%
CPIG
1095
Chicago Partners Investment Group
Illinois
$5.28M -$983K -1,913 -16%
KIG
1096
Kennedy Investment Group
New Jersey
$5.28M +$54.8K +111 +1%
FCM
1097
Fourpath Capital Management
Oklahoma
$5.27M +$5.27M +10,675 New
FCIM
1098
Fairview Capital Investment Management
California
$5.27M +$32.1K +65 +0.6%
AFC
1099
AFT Forsyth & Company
Florida
$5.26M -$11.4K -23 -0.2%
RFA
1100
ROI Financial Advisors
Oregon
$5.26M +$265K +536 +5%