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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 %
MIC
2751
Meridian Investment Counsel
California
$245K
SMFG
2752
Sumitomo Mitsui Financial Group
Japan
$244K
UB
2753
Umpqua Bank
Oregon
$243K -$4.41K -10 -2%
OA
2754
Operose Advisors
Wisconsin
$243K
YCG
2755
Yeomans Consulting Group
Georgia
$243K +$243K +551 New
FAP
2756
Financial Advisory Partners
Florida
$243K
WE
2757
Wealth Effects
Massachusetts
$242K
GHA
2758
GW Henssler & Associates
Georgia
$241K -$5.29K -12 -2%
LB
2759
Legacy Bridge
Iowa
$240K
AF
2760
Apollon Financial
South Carolina
$240K -$13.2K -30 -5%
JTWM
2761
Jackson Thornton Wealth Management
Alabama
$240K -$1.32K -3 -0.5%
LFS
2762
Legacy Financial Strategies
Kansas
$239K +$11.7K +26 +5%
TAM
2763
TCP Asset Management
Ohio
$239K +$17.6K +40 +8%
FTA
2764
Financial & Tax Architects
Missouri
$238K -$1.77K -4 -0.7%
LL
2765
LPWM LLC
Minnesota
$237K
IAG
2766
Investmark Advisory Group
Connecticut
$237K +$19.9K +45 +9%
HGERS
2767
Householder Group Estate & Retirement Specialist
Arizona
$237K +$5.73K +13 +2%
CPIA
2768
Cornell Pochily Investment Advisors
New York
$237K
RCM
2769
Raleigh Capital Management
North Carolina
$235K +$44.1K +100 +23%
AWA
2770
Alta Wealth Advisors
Massachusetts
$235K
RB
2771
Rodgers Brothers
Pennsylvania
$235K +$2.65K +6 +1%
FA
2772
Fountainhead AM
New Jersey
$234K
TCM
2773
Tuttle Capital Management
Connecticut
$234K +$234K +523 New
1WM
2774
1900 Wealth Management
Texas
$233K +$6.62K +15 +3%
AF
2775
Alerus Financial
North Dakota
$232K -$18.1K -41 -7%