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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 %
LDB
2401
Lee, Danner & Bass
Tennessee
$480K
PPA
2402
Painted Porch Advisors
California
$480K
CVM
2403
Cheviot Value Management
California
$480K +$3.95K +8 +0.8%
AI
2404
AdvisorShares Investments
Maryland
$479K -$17.8K -36 -4%
DWM
2405
Dogwood Wealth Management
Kansas
$479K +$52.9K +107 +12%
CMS
2406
Capital Market Strategies
Florida
$478K -$13.3K -27 -3%
PWM
2407
Paulson Wealth Management
Illinois
$476K +$1.48K +3 +0.3%
AHL
2408
Abel Hall LLC
Louisiana
$475K -$24.7K -50 -5%
GWCM
2409
Godshalk Welsh Capital Management
Pennsylvania
$474K +$22.7K +46 +5%
BFC
2410
Bedel Financial Consulting
Indiana
$473K -$49.9K -101 -10%
MPI
2411
Mairs & Power Inc
Minnesota
$470K +$13.8K +28 +3%
FWP
2412
FAS Wealth Partners
Kansas
$470K +$136K +276 +41%
HP
2413
Hyperion Partners
Pennsylvania
$469K -$3.95K -8 -0.8%
ZIG
2414
Zullo Investment Group
Pennsylvania
$467K +$26.2K +53 +6%
LWM
2415
Liberty Wealth Management
California
$467K -$14.6M -29,480 -97%
DIM
2416
DLK Investment Management
California
$467K
NIC
2417
Northwest Investment Counselors
Oregon
$466K
EHWM
2418
Eads & Heald Wealth Management
Georgia
$465K -$8.39K -17 -2%
BWM
2419
Baron Wealth Management
Michigan
$463K +$139K +281 +43%
OCM
2420
Objective Capital Management
Ohio
$463K +$463K +937 New
NCTC
2421
New Covenant Trust Company
Indiana
$463K +$105K +212 +29%
KCM
2422
Kanawha Capital Management
Virginia
$462K -$18.8K -38 -4%
AFG
2423
Allegheny Financial Group
Pennsylvania
$461K +$158K +321 +52%
RW
2424
RVW Wealth
California
$461K -$11.4K -23 -2%
ABTD
2425
Arvest Bank Trust Division
Oklahoma
$460K +$460K +932 New