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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 %
FAT
2776
First American Trust
California
$232K -$85.2K -193 -27%
VR
2777
Valued Retirements
Texas
$232K
RPCA
2778
Running Point Capital Advisors
California
$232K -$4.85K -11 -2%
CWM
2779
Cahaba Wealth Management
Georgia
$231K +$2.65K +6 +1%
AW
2780
Apricus Wealth
South Carolina
$231K +$231K +524 New
WA
2781
Wealthstream Advisors
New York
$231K +$15.9K +36 +7%
CAGAS
2782
Capital Advisory Group Advisory Services
Minnesota
$231K
ACC
2783
Acorn Creek Capital
Colorado
$230K -$3.97K -9 -2%
WWP
2784
WR Wealth Planners
Missouri
$229K -$5.74K -13 -2%
FBB
2785
Fulton Breakefield Broenniman
Maryland
$229K +$441 +1 +0.2%
GSIS
2786
Global Strategic Investment Solutions
Arizona
$229K
DPW
2787
DiNuzzo Private Wealth
Pennsylvania
$229K +$11.9K +27 +5%
MLA
2788
MB, Levis & Associates
Pennsylvania
$228K
VI
2789
VanderPol Investments
Michigan
$228K +$228K +517 New
RWA
2790
Rooted Wealth Advisors
Illinois
$228K +$4.04K +9 +2%
PWP
2791
Precedent Wealth Partners
Texas
$227K +$1.77K +4 +0.8%
EIG
2792
Ellenbecker Investment Group
Wisconsin
$225K +$225K +510 New
ES
2793
Eagle Strategies
New York
$225K -$422K -957 -65%
AR
2794
Apeiron RIA
Texas
$225K +$1.33K +3 +0.6%
RGC
2795
Roberts, Glore & Co
Illinois
$224K
PS
2796
Portfolio Strategies
New York
$224K +$441 +1 +0.2%
SW
2797
SMART Wealth
Nebraska
$224K +$224K +507 New
UAG
2798
United Advisor Group
Ohio
$223K +$223K +506 New
WCG
2799
Weaver Consulting Group
California
$223K -$84.3K -191 -27%
1W
2800
1776 Wealth
Georgia
$223K