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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 %
VP
2426
Verum Partners
North Carolina
$459K -$2.96K -6 -0.6%
WDC
2427
Woodward Diversified Capital
California
$456K -$3.46K -7 -0.8%
RPCONE
2428
Retirement Planning Company of New England
Rhode Island
$454K
LD
2429
Lipe & Dalton
New York
$453K
EFA
2430
Edge Financial Advisors
Illinois
$453K +$453K +917 New
PW
2431
Paladin Wealth
Minnesota
$450K +$450K +912 New
CPW
2432
Crestmont Private Wealth
Texas
$450K +$37.5K +76 +9%
BDF
2433
Black Diamond Financial
Maryland
$450K -$12.3K -25 -3%
IEFM
2434
IQ EQ Fund Management
Ireland
$450K -$36K -73 -7%
PPW
2435
Parcion Private Wealth
Washington
$449K
TCOTS
2436
Trust Company of the South
North Carolina
$448K +$448K +907 New
CW
2437
Code Waechter
Florida
$447K +$447K +905 New
ECU
2438
Eisler Capital (UK)
United Kingdom
$447K -$1.54M -3,123 -78%
SFA
2439
Source Financial Advisors
New York
$444K -$15.3K -31 -3%
PWP
2440
Perfromance Wealth Partners
Illinois
$443K +$203K +412 +85%
TAM
2441
Townsend Asset Management
North Carolina
$443K -$23.2K -47 -5%
SOW
2442
State of Wyoming
Wyoming
$443K -$471K -954 -52%
GBWM
2443
Granite Bay Wealth Management
New Hampshire
$442K -$16.8K -34 -4%
VCM
2444
Versant Capital Management
Arizona
$442K +$47.4K +96 +12%
TC
2445
Trilogy Capital
California
$441K +$53.8K +109 +14%
ST
2446
Somerset Trust
Pennsylvania
$441K +$8.89K +18 +2%
PFWA
2447
Paces Ferry Wealth Advisors
Georgia
$441K -$1.98K -4 -0.4%
SAM
2448
Strategy Asset Managers
California
$440K +$66.7K +135 +18%
CCM
2449
Consolidated Capital Management
California
$440K -$46.9K -95 -10%
FG
2450
Foster Group
Iowa
$439K -$6.42K -13 -1%