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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 %
CFP
1701
Catalyst Financial Partners
Massachusetts
$1.57M +$59.8K +121 +4%
CCMG
1702
Clark Capital Management Group
Pennsylvania
$1.56M -$1.81M -3,663 -54%
FNT
1703
First National Trust
Pennsylvania
$1.56M -$268K -543 -15%
CRI
1704
Commonwealth Retirement Investments
Virginia
$1.55M +$44.9K +91 +3%
FA
1705
Fiduciary Alliance
South Carolina
$1.55M +$925K +1,873 +148%
TIA
1706
Trust Investment Advisors
Indiana
$1.54M +$16.3K +33 +1%
BCM
1707
Buckhead Capital Management
Georgia
$1.54M -$17.3K -35 -1%
AG
1708
Algert Global
California
$1.54M +$1.54M +3,119 New
CIAS
1709
Capital Investment Advisory Services
North Carolina
$1.54M -$80.5K -163 -5%
CBTWT
1710
Community Bank & Trust (Waco, Texas)
Texas
$1.54M -$687K -1,390 -31%
VF
1711
Virtu Financial
New York
$1.53M +$239K +485 +19%
RGF
1712
Retirement Guys Formula
Ohio
$1.53M +$37.5K +76 +3%
BMCM
1713
Burns Matteson Capital Management
New York
$1.53M -$55.3K -112 -3%
OLVIG
1714
Oliver Lagore Vanvalin Investment Group
Michigan
$1.52M +$50.4K +102 +3%
OFS
1715
Orrstown Financial Services
Pennsylvania
$1.52M +$426K +863 +39%
AGC
1716
Aspen Grove Capital
Colorado
$1.52M -$73.1K -148 -5%
RI
1717
Redwood Investments
Massachusetts
$1.52M -$38.5K -78 -2%
SWP
1718
Semus Wealth Partners
Florida
$1.52M +$32.6K +66 +2%
SHFA
1719
SS&H Financial Advisors
Michigan
$1.52M +$59.7K +121 +4%
PP
1720
Pacifica Partners
Canada
$1.51M +$47.4K +96 +3%
VAG
1721
VisionPoint Advisory Group
Texas
$1.51M +$284K +575 +23%
HCP
1722
Holt Capital Partners
Texas
$1.51M +$2.96K +6 +0.2%
ACM
1723
Aljian Capital Management
Nevada
$1.51M +$1.51M +3,049 New
IDA
1724
Intelligence Driven Advisers
California
$1.5M +$57.8K +117 +4%
PCMC
1725
Private Capital Management (Colorado)
Colorado
$1.5M -$67.2K -136 -4%