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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 %
GCM
2726
Goldstream Capital Management
Hong Kong
$256K -$17.6K -40 -6%
MCM
2727
Morton Capital Management
California
$255K -$3.53K -8 -1%
GAMC
2728
Garner Asset Management Corp
Texas
$255K
IAIM
2729
Industrial Alliance Investment Management
Quebec, Canada
$254K +$254K +575 New
AWM
2730
Accel Wealth Management
Iowa
$254K +$254K +575 New
IC
2731
Iconiq Capital
California
$254K +$254K +575 New
WFC
2732
Western Financial Corp
California
$253K +$1.32K +3 +0.5%
TFA
2733
Trinity Financial Advisors
Ohio
$253K
FFO
2734
Fortitude Family Office
Arizona
$253K +$13.7K +31 +6%
NEWAS
2735
N.E.W. Advisory Services
Wisconsin
$252K +$11K +25 +5%
AIM
2736
Arcadia Investment Management
Michigan
$251K
NAMP
2737
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$251K +$3.97K +9 +2%
BSHC
2738
Breed's Hill Capital
Massachusetts
$250K
HDIM
2739
Hanson & Doremus Investment Management
Vermont
$250K -$12.3K -28 -5%
HFP
2740
Holistic Financial Partners
Indiana
$250K +$47.6K +108 +24%
CB
2741
Centennial Bank
Arkansas
$249K -$44.1K -100 -15%
WBG
2742
Wharton Business Group
Pennsylvania
$249K +$10.6K +24 +4%
Betterment LLC
2743
Betterment LLC
New York
$248K +$248K +563 New
MIM
2744
Marco Investment Management
Georgia
$247K
MHC
2745
Meyer Handelman Company
New York
$247K
PRIG
2746
Payden & Rygel Investment Group
California
$247K
PR
2747
Payden & Rygel
California
$247K
FWI
2748
Facet Wealth Inc
Maryland
$247K +$247K +552 New
WPW
2749
Watershed Private Wealth
Illinois
$247K
GMA
2750
Glassy Mountain Advisors
Maryland
$246K