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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 %
WF
2826
Wayfinding Financial
Washington
$216K -$4.41K -10 -2%
QPWM
2827
Quadrant Private Wealth Management
Pennsylvania
$216K +$216K +489 New
EBA
2828
Eagle Bay Advisors
New York
$215K -$101K -230 -32%
HWA
2829
Heartwood Wealth Advisors
Virginia
$215K +$215K +488 New
SSC
2830
Syverson Strege & Co
Iowa
$215K +$215K +488 New
RW
2831
Regimen Wealth
Georgia
$215K +$441 +1 +0.2%
OAM
2832
Oxford Asset Management
United Kingdom
$214K -$266K -602 -55%
PWP
2833
Perfromance Wealth Partners
Illinois
$214K +$214K +486 New
PVM
2834
Palogic Value Management
Texas
$214K +$3.53K +8 +2%
CCA
2835
Carrera Capital Advisors
Michigan
$213K +$213K +483 New
GF
2836
GGM Financials
Ohio
$213K +$213K +482 New
EGWAG
2837
Elwood & Goetz Wealth Advisory Group
Georgia
$213K -$23.4K -53 -10%
UFA
2838
US Financial Advisors
Massachusetts
$213K +$213K +482 New
HWMO
2839
Heritage Wealth Management (Ohio)
Ohio
$213K +$213K +473 New
FZCM
2840
Flynn Zito Capital Management
New York
$212K
PGWM
2841
Pitti Group Wealth Management
New York
$212K +$1.71K +4 +0.8%
SWM
2842
Shakespeare Wealth Management
Wisconsin
$212K +$882 +2 +0.4%
BMMM
2843
Boston Mountain Money Management
Arkansas
$212K -$190K -430 -47%
YWM
2844
Yoder Wealth Management
California
$211K +$882 +2 +0.4%
CCWM
2845
Correct Capital Wealth Management
Missouri
$210K
HCM
2846
Heathbridge Capital Management
Ontario, Canada
$210K
CBA
2847
Coastal Bridge Advisors
Connecticut
$209K -$75.9K -172 -27%
VBWMG
2848
Von Berge Wealth Management Group
California
$208K +$437 +1 +0.2%
HIGP
2849
Hill Investment Group Partners
Missouri
$208K +$7.51K +17 +4%
FS
2850
Financial Symmetry
North Carolina
$207K