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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 %
CHP
2176
Cable Hill Partners
Oregon
$676K +$57.3K +116 +9%
LA
2177
Latitude Advisors
Florida
$673K -$8.39K -17 -1%
DSN
2178
D. Scott Neal
Kentucky
$673K +$6.42K +13 +1%
AWAP
2179
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$673K -$6.91K -14 -1%
PIC
2180
Portland Investment Counsel
Ontario, Canada
$673K
FC
2181
FORA Capital
Florida
$673K +$673K +1,363 New
MFG
2182
Midwest Financial Group
Kansas
$673K +$2.97K +6 +0.4%
CWM
2183
Centurion Wealth Management
Virginia
$673K +$673K +1,363 New
BTWM
2184
Baker Tilly Wealth Management
Wisconsin
$671K -$391K -792 -37%
GIP
2185
Granite Investment Partners
California
$668K
FCM
2186
FJ Capital Management
Virginia
$668K +$668K +1,353 New
T
2187
TOBAM
France
$668K +$23.2K +47 +4%
BAM
2188
BOS Asset Management
Illinois
$667K
CPSAC
2189
Chas P. Smith & Associates (CPS)
Florida
$665K -$8.4K -17 -1%
VC
2190
Veery Capital
Delaware
$663K -$494 -1 -0.1%
HKIM
2191
Hayek Kallen Investment Management
Alabama
$661K
BI
2192
BlueSpruce Investments
Illinois
$660K
MC
2193
Matisse Capital
Oregon
$656K
PFG
2194
Prosperity Financial Group
California
$653K +$26.7K +54 +4%
PWM
2195
Proathlete Wealth Management
Florida
$651K -$495 -1 -0.1%
PW
2196
Peninsula Wealth
California
$648K +$25.7K +50 +4%
AC
2197
AlphaCore Capital
California
$648K +$255K +516 +65%
CPA
2198
Cardiff Park Advisors
California
$646K -$11.9K -24 -2%
CIP
2199
Convergence Investment Partners
Florida
$645K -$20.2K -41 -3%
LF
2200
Lantz Financial
Illinois
$644K +$132K +267 +26%