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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 %
EPA
2701
Element Pointe Advisors
Florida
$268K
HA
2702
Hofer & Associates
California
$268K +$9.27K +21 +4%
CWA
2703
Centennial Wealth Advisory
Michigan
$268K +$75K +170 +39%
HGWM
2704
Horst & Graben Wealth Management
Oregon
$267K -$99.3K -225 -27%
ACM
2705
Andina Capital Management
Utah
$266K +$44.1K +100 +20%
BDFN
2706
Bond & Devick Financial Network
Minnesota
$266K +$3.53K +8 +1%
FFW
2707
Fusion Family Wealth
New York
$266K
SIS
2708
Sound Income Strategies
Florida
$264K +$3.53K +8 +1%
DWM
2709
Darwin Wealth Management
Florida
$263K -$6.18K -14 -2%
ODG
2710
O'Dell Group
Ohio
$263K
BWP
2711
Baldwin Wealth Partners
Massachusetts
$263K
GGI
2712
GPM Growth Investors
Michigan
$263K +$263K +596 New
BC
2713
Barrett & Company
Rhode Island
$263K
KPPF
2714
Klein Pavlis & Peasley Financial
California
$261K
GHAM
2715
Gilman Hill Asset Management
Connecticut
$260K
LCM
2716
Laurion Capital Management
New York
$260K +$260K +589 New
NCM
2717
Noesis Capital Mangement
Florida
$259K -$44.1K -100 -15%
BCP
2718
Blue Chip Partners
Michigan
$259K -$6.62K -15 -2%
HCM
2719
Highview Capital Management
Illinois
$259K -$21.2K -48 -8%
CL
2720
COWA LLC
Oklahoma
$258K
CWM
2721
Campbell Wealth Management
Virginia
$258K -$441 -1 -0.2%
IIA
2722
Integral Investment Advisors
California
$258K +$7.53K +17 +3%
SHF
2723
Stage Harbor Financial
Massachusetts
$257K
TVAMP
2724
Tennessee Valley Asset Management Partners
Tennessee
$256K +$441 +1 +0.2%
ACA
2725
American Capital Advisory
Idaho
$256K