MA icon

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 %
UWPG
2801
Ullmann Wealth Partners Group
Florida
$223K +$8.82K +20 +4%
FMP
2802
Financial Management Professionals
Texas
$222K +$5.29K +12 +2%
NCM
2803
Northside Capital Management
Oregon
$222K
LI
2804
Lafayette Investments
Maryland
$221K +$221K +502 New
DAM
2805
Doheny Asset Management
California
$221K -$1.77K -4 -0.8%
LWMNY
2806
Landmark Wealth Management (New York)
New York
$221K
UC
2807
Unio Capital
New Jersey
$221K -$529K -1,200 -71%
CW
2808
Channel Wealth
California
$221K
MCI
2809
MRP Capital Investments
Georgia
$221K
RDIA
2810
RE Dickinson Investment Advisors
Iowa
$221K
LAM
2811
Lountzis Asset Management
Pennsylvania
$221K
T
2812
TCWP
Ohio
$221K +$3.97K +9 +2%
LPAM
2813
Lodestar Private Asset Management
California
$221K -$9.7K -22 -4%
LIA
2814
LS Investment Advisors
Michigan
$220K
BIG
2815
Builder Investment Group
Georgia
$219K
PCWA
2816
Pacific Capital Wealth Advisors
California
$219K +$20.7K +47 +10%
WB
2817
West Bancorporation
Iowa
$218K -$7.94K -18 -4%
GC
2818
Gibson Capital
Pennsylvania
$218K
EM
2819
ELCO Management
New York
$218K
OLA
2820
Oliver Luxxe Assets
New Jersey
$218K +$33.5K +76 +18%
AA
2821
AJ Advisors
Tennessee
$218K -$47.7K -108 -18%
KC
2822
Kingfisher Capital
North Carolina
$218K
FEG
2823
Financial Enhancement Group
Indiana
$216K +$2.31K +5 +1%
FF
2824
Fluent Financial
Texas
$216K +$6.62K +15 +3%
RCM
2825
RNC Capital Management
California
$216K +$19.8K +45 +10%