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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 %
ECM
2576
Elgethun Capital Management
South Dakota
$333K
MIM
2577
Merrion Investment Management
New Jersey
$331K
JWA
2578
JFS Wealth Advisors
Pennsylvania
$330K -$30.9K -70 -9%
MAP
2579
Moody Aldrich Partners
Massachusetts
$330K +$1.32K +3 +0.4%
IA
2580
Insight Advisors
Pennsylvania
$330K -$7.94K -18 -2%
MWC
2581
MBM Wealth Consultants
Missouri
$330K +$4.89K +11 +2%
VCM
2582
Vivaldi Capital Management
Illinois
$329K +$56.9K +129 +21%
PFM
2583
Phillips Financial Management
Indiana
$327K +$33.1K +75 +11%
HCA
2584
Horan Capital Advisors
Ohio
$326K
WHCI
2585
W.H. Cornerstone Investments
Massachusetts
$326K -$6.62K -15 -2%
BWM
2586
BlackDiamond Wealth Management
New York
$325K +$8.2K +18 +3%
ONSWM
2587
Old North State Wealth Management
North Carolina
$324K +$27.4K +62 +9%
CCA
2588
Covey Capital Advisors
Georgia
$324K
TAM
2589
Titleist Asset Management
Texas
$324K +$39.3K +89 +14%
WC
2590
Woodstock Corp
Massachusetts
$324K -$7.5K -17 -2%
BCM
2591
Bienville Capital Management
New York
$324K
KF
2592
KKM Financial
Illinois
$324K +$2.25K +5 +0.7%
WCFA
2593
Walkner Condon Financial Advisors
Wisconsin
$324K +$68.3K +155 +27%
WWM
2594
Wagner Wealth Management
South Carolina
$323K +$43.2K +98 +15%
MAM
2595
Milestone Asset Management
Pennsylvania
$323K +$34.4K +78 +12%
NCTC
2596
New Covenant Trust Company
Indiana
$322K -$12.9K -29 -4%
CFAM
2597
Center For Asset Management
Florida
$322K +$90.9K +206 +39%
AWP
2598
Atlas Wealth Partners
Pennsylvania
$320K
DFA
2599
DHJJ Financial Advisors
Illinois
$319K -$1.32K -3 -0.4%
XWM
2600
Xcel Wealth Management
Florida
$319K