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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 %
BIP
1826
Blueprint Investment Partners
North Carolina
$1.25M +$199K +403 +19%
BWM
1827
Buckley Wealth Management
Nevada
$1.24M +$27.2K +55 +2%
VC
1828
Veracity Capital
Georgia
$1.24M +$44.4K +90 +4%
EWS
1829
Evergreen Wealth Solutions
Pennsylvania
$1.24M -$294K -595 -19%
CSIC
1830
Clifford Swan Investment Counsel
California
$1.24M -$11.9K -24 -0.9%
SSWM
1831
Sheets Smith Wealth Management
North Carolina
$1.24M -$36.1K -73 -3%
AWP
1832
Accretive Wealth Partners
New Jersey
$1.23M -$36.5K -74 -3%
LIM
1833
Letson Investment Management
Georgia
$1.23M +$10.4K +21 +0.9%
CH
1834
Cromwell Holdings
Wyoming
$1.23M
NWM
1835
Northcape Wealth Management
New York
$1.22M -$24.7K -50 -2%
MAM
1836
McCarthy Asset Management
California
$1.22M -$84.4K -171 -6%
GF
1837
Gries Financial
Ohio
$1.22M +$578K +1,170 +90%
WAG
1838
Winthrop Advisory Group
Massachusetts
$1.22M -$28.1K -57 -2%
EAM
1839
Evanson Asset Management
California
$1.22M +$112K +226 +10%
RCM
1840
Radnor Capital Management
Pennsylvania
$1.22M +$272K +550 +29%
FCA
1841
Fortis Capital Advisors
Kansas
$1.21M -$651K -1,318 -35%
FNBOH
1842
First National Bank of Hutchinson
Kansas
$1.21M -$186K -376 -13%
SOAMC
1843
Spirit of America Management Corp
New York
$1.21M +$24.7K +50 +2%
MGAM
1844
McGowan Group Asset Management
Texas
$1.21M +$494 +1 +0%
CFP
1845
Cascade Financial Partners
California
$1.21M -$133K -260 -10%
PP
1846
Pegasus Partners
Wisconsin
$1.2M -$474K -959 -28%
LI
1847
LRI Investments
Florida
$1.2M +$35.9K +69 +3%
NP
1848
Nilsine Partners
Colorado
$1.2M -$26.2K -53 -2%
CCA
1849
Childress Capital Advisors
Texas
$1.2M +$84.4K +171 +8%
OWG
1850
Oxford Wealth Group
Florida
$1.2M -$509K -1,031 -30%