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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 %
HCM
2301
Horiko Capital Management
New York
$558K
PMSA
2302
Patrick M. Sweeney & Associates
Illinois
$558K +$18.3K +37 +3%
HCM
2303
Hodges Capital Management
Texas
$558K +$494 +1 +0.1%
BHB
2304
Bank Hapoalim BM
Israel
$557K -$70.6K -143 -11%
CA
2305
Centerpoint Advisors
Massachusetts
$557K -$24.7K -50 -4%
TA
2306
TruWealth Advisors
Louisiana
$556K -$37K -75 -6%
WA
2307
WESPAC Advisors
California
$556K
DA
2308
DCM Advisors
New York
$555K -$30.1K -61 -5%
TWM
2309
TCFG Wealth Management
California
$554K +$554K +1,122 New
RRCM
2310
Rappaport Reiches Capital Management
Illinois
$552K +$2.96K +6 +0.5%
FM
2311
Foster & Motley
Ohio
$552K -$33.6K -68 -6%
WHG
2312
Westwood Holdings Group
Texas
$552K +$6.91K +14 +1%
RCA
2313
Ranch Capital Advisors
Florida
$551K -$179K -362 -24%
HPG
2314
Harvest Portfolios Group
Ontario, Canada
$551K -$20.7K -42 -4%
NAM
2315
NTV Asset Management
West Virginia
$549K
CF
2316
Convergence Financial
Missouri
$549K +$75.1K +152 +16%
CWA
2317
Canvas Wealth Advisors
Kansas
$549K +$153K +309 +38%
AIA
2318
Angeles Investment Advisors
California
$549K -$6.42K -13 -1%
LF
2319
LifeSteps Financial
California
$548K -$4.44K -9 -0.8%
G
2320
GenTrust
Florida
$547K +$547K +1,109 New
AAM
2321
Aureus Asset Management
Massachusetts
$547K -$39.5K -80 -7%
BSSFA
2322
Baron Silver Stevens Financial Advisors
Florida
$545K -$17.3K -35 -3%
PWP
2323
Phillips Wealth Planners
Mississippi
$544K -$514 -1 -0.1%
CCWM
2324
Cassaday & Co Wealth Management
Virginia
$543K -$37K -75 -6%
PA
2325
Prism Advisors
California
$543K