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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 %
MSR
2851
Main Street Research
Connecticut
$207K -$40.6K -92 -16%
CNB
2852
Camden National Bank
Maine
$206K
LIA
2853
LifePlan Investment Advisors
North Carolina
$206K +$15K +34 +8%
PWM
2854
Provident Wealth Management
Tennessee
$206K +$206K +466 New
BFIC
2855
Bedell Frazier Investment Counselling
California
$205K
MWM
2856
Mattern Wealth Management
Kansas
$205K
IIC
2857
Integrated Investment Consultants
Michigan
$205K
PCM
2858
Passive Capital Management
Maryland
$205K +$18.5K +42 +10%
BFA
2859
Bill Few Associates
Pennsylvania
$205K +$205K +464 New
CPSC
2860
Carl P. Sherr & Co
Massachusetts
$204K
CCG
2861
Coastwise Capital Group
California
$204K +$441 +1 +0.2%
EWA
2862
Evolution Wealth Advisors
Florida
$203K +$12.8K +29 +7%
GWAG
2863
Garrett Wealth Advisory Group
Texas
$203K +$203K +460 New
BONH
2864
Bank of New Hampshire
New Hampshire
$203K -$26.5K -60 -12%
LWM
2865
LJI Wealth Management
Indiana
$202K
AA
2866
Addison Advisors
Vermont
$202K +$1.32K +3 +0.7%
LC
2867
Landaas & Company
Wisconsin
$202K
NMG
2868
New Millennium Group
Utah
$202K -$12.3K -28 -6%
RFG
2869
REAP Financial Group
Texas
$202K -$1.32K -3 -0.7%
GGA
2870
Granite Group Advisors
Connecticut
$201K -$1.77K -4 -0.9%
CISOA
2871
Capital Investment Services of America
Wisconsin
$201K
PH
2872
Pinnacle Holdings
Oklahoma
$201K
CNBTD
2873
Citizens National Bank Trust Department
Mississippi
$201K
SC
2874
Seldon Capital
California
$200K
TCM
2875
Traynor Capital Management
Pennsylvania
$200K +$15K +34 +8%