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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 %
LCM
2376
Lattice Capital Management
Washington
$494K
ACA
2377
Ascension Capital Advisors
Texas
$494K +$494K +1,000 New
HFM
2378
Hartford Financial Management
Connecticut
$493K -$81K -164 -14%
SIM
2379
SSI Investment Management
California
$493K -$494 -1 -0.1%
ARC
2380
Advisor Resource Council
Texas
$493K +$493K +998 New
BBW
2381
Blue Barn Wealth
Utah
$491K -$6.42K -13 -1%
JWBC
2382
J.W. Burns & Co
New York
$491K +$3.95K +8 +0.8%
DWS
2383
Discipline Wealth Solutions
South Carolina
$491K +$491K +994 New
XF
2384
XML Financial
Maryland
$491K +$148K +300 +43%
PDM
2385
Penn Davis McFarland
Texas
$489K +$489K +991 New
RFN
2386
Redwood Financial Network
Ohio
$488K -$22.7K -46 -4%
BW
2387
BIP Wealth
Georgia
$486K +$110K +223 +29%
O
2388
Ossiam
France
$486K +$159K +321 +48%
EC
2389
EdgeRock Capital
Colorado
$486K +$21.7K +44 +5%
RA
2390
Rise Advisors
New York
$486K -$18.3K -37 -4%
IF
2391
Intrua Financial
Texas
$485K -$31.6K -64 -6%
CPA
2392
Clear Point Advisors
New York
$485K
FCA
2393
FinTrust Capital Advisors
South Carolina
$484K -$2.96K -6 -0.6%
WHC
2394
Wulff, Hansen & Co
California
$484K +$106K +215 +28%
COCM
2395
Charter Oak Capital Management
New Hampshire
$483K +$483K +979 New
SWAG
2396
Spectrum Wealth Advisory Group
California
$483K +$4.94K +10 +1%
FM
2397
Family Management
New York
$482K +$62.7K +127 +15%
AIM
2398
Avity Investment Management
Connecticut
$481K
RIP
2399
RAM Investment Partners
Washington
$481K +$13.3K +27 +3%
CSPAM
2400
Cary Street Partners Asset Management
Virginia
$480K -$6.42K -13 -1%