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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 %
KLCM
1776
KG&L Capital Management
Louisiana
$1.37M -$119K -240 -8%
CWM
1777
Chesapeake Wealth Management
Virginia
$1.37M +$5.93K +12 +0.4%
RWI
1778
Red Wave Investments
Pennsylvania
$1.37M
RCM
1779
Ratan Capital Management
Florida
$1.37M
IP
1780
Intellectus Partners
California
$1.37M
PWM
1781
Prentice Wealth Management
New York
$1.37M +$3.95K +8 +0.3%
PL
1782
Plancorp LLC
Missouri
$1.36M +$45.9K +93 +3%
RIL
1783
Rothschild Investment LLC
Illinois
$1.36M +$78.5K +159 +6%
BWM
1784
BNC Wealth Management
Oregon
$1.35M -$81.5K -165 -6%
GAG
1785
GM Advisory Group
New York
$1.35M +$11.9K +24 +0.9%
EWM
1786
EPG Wealth Management
Georgia
$1.35M +$1.35M +2,730 New
KCM
1787
KRS Capital Management
Michigan
$1.35M +$17.3K +35 +1%
PCM
1788
Pointe Capital Management
Michigan
$1.34M +$61.2K +124 +5%
AO
1789
Advisor OS
Illinois
$1.34M +$92.9K +188 +7%
FCG
1790
Fielder Capital Group
Tennessee
$1.33M -$3.46K -7 -0.3%
SFG
1791
SevenBridge Financial Group
Pennsylvania
$1.33M
QWM
1792
Quadcap Wealth Management
Texas
$1.33M +$47.9K +97 +4%
LIM
1793
Lagoda Investment Management
New York
$1.33M +$252K +510 +23%
SP
1794
Stablepoint Partners
Massachusetts
$1.33M
EFG
1795
Ethos Financial Group
Pennsylvania
$1.33M -$51.3K -104 -4%
DBRC
1796
D.B. Root & Company
Pennsylvania
$1.33M -$260K -526 -16%
PMA
1797
Prudent Man Advisors
Illinois
$1.33M -$70.1K -142 -5%
SHGA
1798
Sand Hill Global Advisors
California
$1.32M -$4.44K -9 -0.3%
RP
1799
Rice Partnership
Hawaii
$1.32M +$2.47K +5 +0.2%
PAG
1800
Paladin Advisory Group
Iowa
$1.32M