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Mastercard

3,088 hedge funds and large institutions have $314B invested in Mastercard in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 1,326 increasing their positions, 1,128 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,088
Holders Change
-5
Holders Change %
-0.16%
% of All Funds
44.91%
Holding in Top 10
255
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-19.3%
% of All Funds
3.71%
New
167
Increased
1,326
Reduced
1,128
Closed
126
Calls
$2.49B
Puts
$2.65B
Net Calls
-$162M
Net Calls Change
+$293M
Name Holding Trade Value Shares
Change
Shares
Change %
BFM
2476
Boothbay Fund Management
New York
$388K +$388K +880 New
CPWA
2477
Cerro Pacific Wealth Advisors
California
$387K +$387K +878 New
HI
2478
Hudock Inc
Pennsylvania
$387K +$441 +1 +0.1%
SCA
2479
Stonebridge Capital Advisors
Minnesota
$386K -$28.7K -65 -7%
FBFS
2480
First Business Financial Services
Wisconsin
$386K
ST
2481
Somerset Trust
Pennsylvania
$386K +$11.9K +27 +3%
CIG
2482
Cascade Investment Group
Colorado
$386K -$318K -720 -45%
SFWA
2483
Summit Financial Wealth Advisors
Louisiana
$385K
FPWM
2484
FSB Premier Wealth Management
Iowa
$384K +$384K +871 New
MWP
2485
Meridian Wealth Partners
Pennsylvania
$383K +$23.4K +53 +7%
WSC
2486
Wellington Shields & Co
New York
$382K +$88.2K +200 +30%
GKWIM
2487
Gerber Kawasaki Wealth & Investment Management
California
$381K +$19.4K +44 +5%
DWM
2488
Dogwood Wealth Management
Kansas
$381K +$78.1K +177 +26%
HCA
2489
Heck Capital Advisors
Wisconsin
$379K
PCMC
2490
Planning Capital Management Corporation
Pennsylvania
$379K
VCM
2491
Vision Capital Management
Oregon
$379K +$4.41K +10 +1%
AA
2492
Axiom Advisory
California
$379K +$379K +831 New
FFC
2493
First Financial Corp
Indiana
$379K -$24.7K -56 -6%
VNA
2494
Valley National Advisers
Pennsylvania
$375K -$15.4K -35 -4%
WPC
2495
Waters Parkerson & Co
Louisiana
$375K
ACM
2496
Avalon Capital Management
California
$375K -$123K -278 -25%
ACG
2497
Allen Capital Group
Nebraska
$375K +$78.5K +178 +26%
FM
2498
Family Management
New York
$375K -$15K -34 -4%
FC
2499
Financial Council
Maryland
$375K +$11.9K +27 +3%
DA
2500
DSC Advisors
Illinois
$372K -$8.38K -19 -2%