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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 %
HIG
2526
Heritage Investment Group
Florida
$354K +$441 +1 +0.1%
CFA
2527
Capstone Financial Advisors
Illinois
$354K
CWM
2528
Cherrydale Wealth Management
New Jersey
$354K +$44.1K +100 +14%
QP
2529
Quilter Plc
United Kingdom
$353K +$9.71K +22 +3%
CC
2530
Constitution Capital
Connecticut
$353K
NRWA
2531
North Ridge Wealth Advisors
Oregon
$353K +$353K +800 New
VCM
2532
Versant Capital Management
Arizona
$352K +$91.8K +208 +35%
CF
2533
Clarity Financial
Texas
$352K +$8.39K +19 +2%
FA
2534
Fortis Advisors
Pennsylvania
$351K
UFF
2535
USA Financial Formulas
Michigan
$351K +$237K +537 +207%
AC
2536
AlphaCore Capital
California
$351K +$351K +796 New
MPIA
2537
Mountain Pacific Investment Advisers
Idaho
$351K -$4.85K -11 -1%
ME
2538
McIlrath & Eck
Washington
$350K -$6.17K -14 -2%
FFG
2539
Frisch Financial Group
New York
$350K +$47.2K +107 +16%
EWM
2540
Elevatus Welath Management
New York
$349K -$122K -277 -26%
CPW
2541
Catalyst Private Wealth
California
$348K -$53.8K -122 -13%
MAC
2542
Mason & Associates (California)
California
$348K +$17.6K +40 +5%
VAM
2543
Verity Asset Management
North Carolina
$347K
DWMS
2544
Dominguez Wealth Management Solutions
Virginia
$347K +$441 +1 +0.1%
OAM
2545
Occidental Asset Management
California
$347K +$83.3K +189 +32%
WI
2546
Wintrust Investments
Illinois
$347K +$66.7K +151 +24%
PMFA
2547
Plante Moran Financial Advisors
Michigan
$347K +$48.5K +110 +16%
EWM
2548
Endowment Wealth Management
Wisconsin
$347K -$1.32K -3 -0.4%
TC
2549
Trilogy Capital
California
$346K -$50.3K -114 -13%
APW
2550
Acima Private Wealth
Virginia
$346K