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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 %
TWP
2601
Tempus Wealth Planning
California
$319K +$28.7K +65 +10%
AFG
2602
ABLE Financial Group
Arizona
$319K -$6.62K -15 -2%
CRI
2603
Colonial River Investments
Virginia
$318K +$28.7K +65 +10%
BBA
2604
Braun-Bostich & Associates
Pennsylvania
$318K +$86.9K +197 +38%
CCM
2605
Crew Capital Management
Ohio
$318K -$1.77K -4 -0.6%
FWM
2606
Foguth Wealth Management
Michigan
$316K +$121K +274 +62%
PWA
2607
Phoenix Wealth Advisors
North Carolina
$316K +$7.5K +17 +2%
SI
2608
Stonekeep Investments
New Mexico
$316K +$316K +717 New
AIA
2609
AIMZ Investment Advisors
California
$315K
D
2610
Diversified
Delaware
$315K +$119K +270 +61%
PP
2611
Paloma Partners
Connecticut
$314K -$1.81M -4,100 -85%
MFS
2612
Mirabella Financial Services
United Kingdom
$314K +$314K +711 New
LCM
2613
LVM Capital Management
Michigan
$313K -$111K -251 -26%
KWM
2614
Kaydan Wealth Management
Michigan
$311K +$3.97K +9 +1%
GA
2615
GSG Advisors
New Jersey
$310K +$9.19K +21 +3%
OWA
2616
Octavia Wealth Advisors
Ohio
$309K +$26.9K +61 +10%
CAM
2617
Columbia Asset Management
Michigan
$309K +$309K +700 New
TS
2618
Tamar Securities
California
$308K -$26K -59 -8%
SFG
2619
SNS Financial Group
Minnesota
$308K +$12.3K +28 +4%
OPCM
2620
Osborne Partners Capital Management
California
$307K +$22.1K +50 +8%
XF
2621
XML Financial
Maryland
$306K
DA
2622
Drake & Associates
Wisconsin
$306K -$4.41K -10 -1%
KFA
2623
Kapstone Financial Advisors
Ohio
$305K
SA
2624
Strategic Advocates
Utah
$305K
GGI
2625
Godsey & Gibb Inc
Virginia
$305K