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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 %
JWWM
1976
Johnson & White Wealth Management
Pennsylvania
$942K
DI
1977
DDFG Inc
California
$942K
CWA
1978
Consilio Wealth Advisors
Washington
$942K +$44.4K +90 +5%
EGA
1979
E&G Advisors
Texas
$941K
WKSWA
1980
White Knight Strategic Wealth Advisors
New Jersey
$940K +$136K +275 +17%
FAB
1981
First American Bank
Illinois
$939K +$939K +1,902 New
EL
1982
Essex LLC
Illinois
$938K -$12.3K -25 -1%
CC
1983
Cadinha & Co
Hawaii
$936K
GWANC
1984
Guardian Wealth Advisors (North Carolina)
North Carolina
$932K -$14.8K -30 -2%
RB
1985
Renasant Bank
Mississippi
$931K -$211K -427 -18%
EW
1986
Elyxium Wealth
California
$929K +$929K +1,882 New
MPPW
1987
Mitchell & Pahl Private Wealth
Oklahoma
$926K -$1.48K -3 -0.2%
KA
1988
KLCM Advisors
Wisconsin
$926K
WT
1989
Washington Trust
Rhode Island
$923K -$8.4K -17 -0.9%
MIA
1990
MainStreet Investment Advisors
Illinois
$922K -$213K -432 -19%
MCCP
1991
Mission Creek Capital Partners
California
$921K -$25.2K -51 -3%
LCM
1992
Lazari Capital Management
California
$920K -$16.3K -33 -2%
PBK
1993
Peoples Bank (Kansas)
Kansas
$920K
SCP
1994
Sivia Capital Partners
California
$919K +$86.4K +175 +10%
SC
1995
Solstein Capital
California
$918K
GAA
1996
Global Assets Advisory
Florida
$915K +$915K +1,843 New
VDBMI
1997
Van Den Berg Management I
Texas
$910K -$8.89K -18 -1%
WRPWM
1998
Werba Rubin Papier Wealth Management
California
$910K -$73.1K -148 -7%
SRC
1999
Shufro Rose & Co
New York
$906K
DJSG
2000
D.J. St. Germain
Massachusetts
$906K -$5.43K -11 -0.6%