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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 %
LG
2226
LaFleur & Godfrey
Michigan
$617K
CAI
2227
Capital Advisors Inc
Oklahoma
$616K -$7.9K -16 -1%
AWM
2228
Ariadne Wealth Management
California
$615K +$615K +1,187 New
FSC
2229
Full Sail Capital
Oklahoma
$614K
FPCG
2230
Fort Pitt Capital Group
Pennsylvania
$614K
PL
2231
Parthenon LLC
Kentucky
$614K +$160K +325 +35%
CPM
2232
Connective Portfolio Management
New York
$613K
HB
2233
HTLF Bank
Colorado
$612K -$1.48K -3 -0.2%
FCAS
2234
First Command Advisory Services
Texas
$611K +$9.88K +20 +2%
NWWA
2235
New Wave Wealth Advisors
Arkansas
$610K +$36.5K +74 +6%
HOWA
2236
Heritage Oak Wealth Advisors
Florida
$610K +$165K +335 +37%
EFH
2237
Eaton Financial Holdings
Florida
$609K +$609K +1,234 New
SAM
2238
Sompo Asset Management
Japan
$607K -$385K -780 -39%
TCM
2239
Tanaka Capital Management
New York
$606K -$3.95K -8 -0.6%
FNWA
2240
Financial Network Wealth Advisors
Utah
$606K -$63.7K -129 -10%
SC
2241
Skylands Capital
Wisconsin
$605K -$24.7K -50 -4%
GPA
2242
Guerra Pan Advisors
New Jersey
$605K +$10.4K +21 +2%
CWA
2243
CM Wealth Advisors
Ohio
$604K +$604K +1,224 New
MWM
2244
Modern Wealth Management
Kansas
$603K +$88.9K +180 +17%
EWA
2245
ERTS Wealth Advisors
Michigan
$602K -$2.47K -5 -0.4%
VAF
2246
Values Added Financial
District of Columbia
$601K +$8.89K +18 +2%
KFGK
2247
Keystone Financial Group (Kentucky)
Kentucky
$601K +$33.1K +67 +6%
GFA
2248
Gallagher Fiduciary Advisors
Illinois
$600K -$6.42K -13 -1%
KBFS
2249
Kohmann Bosshard Financial Services
Ohio
$599K
RP
2250
Riverwater Partners
Wisconsin
$599K -$8.43K -17 -1%