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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 %
AT
2501
Arden Trust
Delaware
$372K -$2.21K -5 -0.6%
EA
2502
Echo45 Advisors
California
$370K -$30.4K -69 -8%
LFG
2503
Lockerman Financial Group
California
$369K -$882 -2 -0.2%
TPM
2504
Triasima Portfolio Management
Quebec, Canada
$369K +$3.53K +8 +1%
CPW
2505
Crestmont Private Wealth
Texas
$369K -$9.26K -21 -2%
SWC
2506
Spectrum Wealth Counsel
Indiana
$368K -$10.1K -23 -3%
FH
2507
FWG Holdings
Florida
$367K
MWA
2508
Motive Wealth Advisors
Michigan
$366K -$9.26K -21 -2%
MW
2509
Members Wealth
Pennsylvania
$365K +$365K +649 New
MF
2510
Montis Financial
Massachusetts
$365K
TIA
2511
Tiemann Investment Advisors
California
$365K +$4.41K +10 +1%
IDBONY
2512
Israel Discount Bank of New York
New York
$364K -$298K -676 -45%
CCT
2513
Chemung Canal Trust
New York
$364K -$6.62K -15 -2%
SPWG
2514
Sage Private Wealth Group
Illinois
$363K +$10.6K +24 +3%
I
2515
INVST
Indiana
$363K +$44.6K +102 +14%
AFG
2516
Albion Financial Group
Utah
$360K -$22.1K -50 -6%
CWA
2517
Canvas Wealth Advisors
Kansas
$359K -$3.58K -8 -1%
PWM
2518
PBMares Wealth Management
Virginia
$359K -$5.29K -12 -1%
FCM
2519
Family Capital Management
Michigan
$358K -$9.26K -21 -3%
APW
2520
Austin Private Wealth
Texas
$357K -$13.2K -30 -4%
BMC
2521
Benin Management Corp
Connecticut
$357K +$6.62K +15 +2%
SIC
2522
Sigma Investment Counselors
Michigan
$356K -$48.1K -109 -12%
PB
2523
Pinnacle Bancorp
Nebraska
$356K +$33.1K +75 +10%
OFS
2524
Oldfather Financial Services
Nebraska
$356K -$11.5K -26 -3%
BC
2525
Belmont Capital
California
$354K +$309K +700 +680%