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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 %
PCFFS
2876
Pacific Center for Financial Services
California
$199K +$441 +1 +0.2%
BIA
2877
Bell Investment Advisors
California
$195K -$2.65K -6 -1%
CBT
2878
Central Bank & Trust
Kentucky
$193K
PA
2879
Pineridge Advisors
Missouri
$192K +$882 +2 +0.5%
TCG
2880
Transcendent Capital Group
Oklahoma
$191K -$37.9K -86 -17%
WPA
2881
West Paces Advisors
Georgia
$191K -$10.6K -24 -5%
CFD
2882
Creative Financial Designs
Indiana
$187K +$14.1K +32 +8%
CWC
2883
Carolinas Wealth Consulting
North Carolina
$181K -$39.6K -90 -18%
IHWM
2884
Iron Horse Wealth Management
Iowa
$178K +$178K +403 New
OW
2885
Olistico Wealth
Oklahoma
$176K +$176K +400 New
PFA
2886
Pathway Financial Advisers
Indiana
$168K +$14.8K +34 +10%
FIA
2887
FNY Investment Advisers
New York
$165K +$165K +376 New
BTC
2888
Bank & Trust Company
Illinois
$163K +$163K +370 New
PPWM
2889
PFG Private Wealth Management
Florida
$163K +$3.09K +7 +2%
WWM
2890
Wolff Wiese Magana
California
$161K -$1.77K -4 -1%
BCM
2891
Blume Capital Management
California
$161K
BBPWM
2892
Blue Bell Private Wealth Management
Pennsylvania
$158K +$4.85K +11 +3%
RA
2893
Rational Advisors
New York
$158K +$158K +358 New
POIA
2894
Pin Oak Investment Advisors
Texas
$155K -$11.9K -27 -7%
BAM
2895
Bellevue Asset Management
Washington
$154K
PWMG
2896
Private Wealth Management Group
New Jersey
$154K +$1.32K +3 +0.9%
MFA
2897
McClarren Financial Advisors
Pennsylvania
$154K +$31.8K +91 +26%
AWM
2898
Activest Wealth Management
Florida
$152K -$88.1K -200 -37%
AAG
2899
Armstrong Advisory Group
Massachusetts
$150K -$3.53K -8 -2%
CTC
2900
Cetera Trust Company
Minnesota
$149K