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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 %
OCM
1226
Orser Capital Management
Texas
$4.16M +$14.8K +30 +0.4%
PWP
1227
Private Wealth Partners
California
$4.15M +$127K +257 +3%
BCM
1228
Brookstone Capital Management
Illinois
$4.14M +$234K +474 +6%
DWM
1229
Diversify Wealth Management
Utah
$4.13M +$180K +350 +5%
AIM
1230
Alphinity Investment Management
Australia
$4.13M +$748K +1,514 +22%
PJSIMP
1231
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.13M -$11.4K -23 -0.3%
TWM
1232
TriaGen Wealth Management
California
$4.12M +$1.89M +3,837 +85%
GIM
1233
Goelzer Investment Management
Indiana
$4.11M +$14.3K +29 +0.3%
CAMG
1234
CWA Asset Management Group
Florida
$4.1M +$4.1M +8,297 New
AG
1235
Advocate Group
Minnesota
$4.08M +$137K +277 +3%
BG
1236
Bahl & Gaynor
Ohio
$4.06M -$750K -1,519 -16%
HCM
1237
Harvey Capital Management
Florida
$4.05M
PC
1238
Promethos Capital
Massachusetts
$4.04M -$156K -315 -4%
GSB
1239
Greenfield Savings Bank
Massachusetts
$4.03M -$106K -214 -3%
TW
1240
TrinityPoint Wealth
Connecticut
$4.02M +$32.6K +66 +0.8%
SAM
1241
Silphium Asset Management
United Kingdom
$4M +$1M +2,031 +33%
PI
1242
PEAK6 Investments
Illinois
$4M -$3.39M -6,871 -46%
DWP
1243
Daymark Wealth Partners
Ohio
$4M +$150K +303 +4%
NS
1244
NBC Securities
Alabama
$3.98M -$89.9K -182 -2%
SF
1245
Symphony Financial
Texas
$3.98M +$394K +798 +11%
AIM
1246
Avanda Investment Management
Singapore
$3.98M -$4.17M -8,442 -51%
PBT
1247
Pictet Bank & Trust
Bahamas
$3.95M
MMA
1248
Miracle Mile Advisors
California
$3.94M +$572K +1,159 +17%
LAM
1249
LECAP Asset Management
United Kingdom
$3.94M -$485K -982 -11%
HFRG
1250
Houlihan Financial Resource Group
Virginia
$3.93M -$5.93K -12 -0.2%