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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 %
GAG
2551
Goodman Advisory Group
Massachusetts
$346K -$11.5K -26 -3%
Cohen & Steers
2552
Cohen & Steers
New York
$345K -$78.1K -177 -18%
CSWG
2553
Cardinal Strategic Wealth Guidance
Kentucky
$345K -$10.1K -23 -3%
HG
2554
Harbor Group
New Hampshire
$345K
GIP
2555
Greatmark Investment Partners
Georgia
$344K -$4.41K -10 -1%
BWM
2556
BCS Wealth Management
Tennessee
$343K -$28.7K -65 -8%
AFM
2557
Armstrong Fleming & Moore
District of Columbia
$342K -$10.6K -24 -3%
IVP
2558
Intrinsic Value Partners
Arizona
$342K -$8.82K -20 -3%
OAM
2559
Oberweis Asset Management
Illinois
$342K
PCS
2560
Private Client Services
Kentucky
$342K +$10.1K +23 +3%
LA
2561
Lakeside Advisors
Washington
$342K -$15.4K -35 -4%
AP
2562
Advisors Preferred
Maryland
$341K -$16.2K -37 -5%
WH
2563
Willner & Heller
California
$340K +$16.8K +38 +5%
FFA
2564
Fi3 Financial Advisors
Indiana
$340K +$8.39K +19 +3%
CT
2565
Colonial Trust
South Carolina
$339K +$4.85K +11 +1%
CSC
2566
Caldwell Sutter Capital
California
$338K -$15.4K -35 -4%
WHC
2567
Wulff, Hansen & Co
California
$337K -$57.4K -130 -15%
AWA
2568
Aletheian Wealth Advisors
Washington
$337K +$56K +127 +20%
LRIA
2569
Leonard Rickey Investment Advisors
Washington
$337K +$67K +152 +25%
CWG
2570
Crown Wealth Group
North Carolina
$337K +$5.29K +12 +2%
CTA
2571
Colonial Trust Advisors
South Carolina
$337K -$891K -2,021 -73%
EMAM
2572
Encompass More Asset Management
California
$337K +$124K +281 +58%
BW
2573
BIP Wealth
Georgia
$336K -$59.6K -135 -15%
GWM
2574
GDS Wealth Management
Texas
$336K +$11.5K +26 +4%
RTC
2575
Riverview Trust Company
Washington
$334K