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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 %
W
2676
Wealthquest
Ohio
$279K +$1.32K +3 +0.5%
WIC
2677
WealthBridge Investment Counsel
Alberta, Canada
$279K
CWM
2678
Chicago Wealth Management
Illinois
$279K
FDS
2679
Freedom Day Solutions
Texas
$278K
MAG
2680
Mayfair Advisory Group
Alabama
$278K -$35.6K -81 -11%
OTL
2681
Oak Thistle LLC
New York
$277K +$277K +629 New
CWA
2682
Carolina Wealth Advisors
South Carolina
$277K
GSIAS
2683
Garden State Investment Advisory Services
New Jersey
$276K
MCA
2684
MSH Capital Advisors
Arizona
$275K -$45.9K -104 -14%
GJIA
2685
Glass Jacobson Investment Advisors
Maryland
$275K
SCA
2686
Sandy Cove Advisors
Massachusetts
$275K -$5.29K -12 -2%
OWA
2687
Opal Wealth Advisors
New York
$274K +$3.53K +8 +1%
RFP
2688
Root Financial Partners
California
$274K +$274K +622 New
SF
2689
Safeguard Financial
Wisconsin
$274K +$71.5K +162 +35%
VWM
2690
Vigilare Wealth Management
Arizona
$274K
EA
2691
Emerald Advisors
Washington
$273K +$16.8K +38 +7%
FFS
2692
Founders Financial Securities
Maryland
$272K +$19.4K +44 +8%
AT
2693
Arlington Trust
Alabama
$272K -$455K -1,031 -63%
HCP
2694
Hexagon Capital Partners
Arkansas
$272K +$10.6K +24 +4%
DWM
2695
Denver Wealth Management
Colorado
$271K -$35.3K -80 -12%
KCPG
2696
Kavar Capital Partners Group
Kansas
$270K +$47.6K +108 +21%
LGW
2697
Leslie Global Wealth
Illinois
$270K +$270K +613 New
AFG
2698
Allegheny Financial Group
Pennsylvania
$270K +$78.9K +179 +41%
WMA
2699
West Michigan Advisors
Michigan
$269K -$15.9K -36 -6%
LGG
2700
Luts & Greenleigh Group
Maryland
$268K +$268K +608 New