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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 %
PPP
2026
Private Portfolio Partners
New Jersey
$876K +$876K +1,774 New
MI
2027
Motiv8 Investments
Florida
$873K +$158K +321 +22%
FCFC
2028
First Commonwealth Financial Corp
Pennsylvania
$873K -$3.46K -7 -0.4%
DIP
2029
DT Investment Partners
Pennsylvania
$869K +$45.9K +93 +6%
RPWA
2030
Regent Peak Wealth Advisors
Georgia
$867K +$11.9K +24 +1%
TAM
2031
Taurus Asset Management
New York
$867K +$65.7K +133 +8%
CCA
2032
Cottonwood Capital Advisors
Utah
$866K
PCG
2033
PFC Capital Group
California
$864K +$53.3K +108 +7%
JSL
2034
JT Stratford LLC
Georgia
$862K +$9.88K +20 +1%
TCM
2035
Tributary Capital Management
Nebraska
$862K -$32.1K -65 -4%
KC
2036
Knuff & Co
California
$862K +$2.47K +5 +0.3%
WFA
2037
Wellspring Financial Advisors
Ohio
$861K +$176K +356 +26%
BAM
2038
Brave Asset Management
New Jersey
$860K
MMPW
2039
Mitchell McLeod Pugh & Williams
Alabama
$859K
MSAM
2040
Moloney Securities Asset Management
Missouri
$859K -$1.13M -2,281 -57%
LIA
2041
LBMC Investment Advisors
Tennessee
$857K
SC
2042
Summa Corp
Texas
$857K -$10.9K -22 -1%
TIA
2043
Traphagen Investment Advisors
New Jersey
$857K +$4.44K +9 +0.5%
1CP
2044
17 Capital Partners
Arizona
$855K +$988 +2 +0.1%
NA
2045
Navellier & Associates
Nevada
$853K
KDA
2046
Kraft Davis & Associates
Missouri
$852K
NL
2047
NWAM LLC
Washington
$851K -$10.9K -22 -1%
PCH
2048
PGIM Custom Harvest
New Jersey
$849K -$338K -684 -28%
SWP
2049
Strategic Wealth Partners
Ohio
$849K -$35.1K -71 -4%
WB
2050
Webster Bank
Connecticut
$848K +$29.6K +60 +4%