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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 %
SHIM
2901
Stone House Investment Management
Pennsylvania
$147K -$8.38K -19 -5%
QL
2902
Quarry LP
New York
$147K +$147K +334 New
CJ
2903
Caitlin John
Michigan
$147K -$27.4K -62 -16%
BCMLT
2904
Beacon Capital Management LLC (Tennessee)
Tennessee
$147K +$4.42K +10 +3%
OCM
2905
Orion Capital Management
California
$145K
SC
2906
Swan Capital
Florida
$143K +$143K +325 New
NFSG
2907
Newbridge Financial Services Group
Florida
$142K -$52.9K -120 -27%
GA
2908
GoalVest Advisory
New York
$139K -$76.8K -174 -36%
AWM
2909
Abound Wealth Management
Tennessee
$137K -$3.97K -9 -3%
SAS
2910
Stelac Advisory Services
New York
$137K
IGWM
2911
ICA Group Wealth Management
Colorado
$137K -$709K -1,608 -84%
CAM
2912
Cacti Asset Management
Georgia
$133K
CFFP
2913
Center for Financial Planning
Michigan
$132K
CAC
2914
Core Alternative Capital
Georgia
$127K
RFA
2915
Register Financial Advisors
Georgia
$125K
SFC
2916
Strategic Financial Concepts
Texas
$125K +$124K +55,348 +12,522%
EFMH
2917
E Fund Management (HK)
Hong Kong
$123K -$396K -898 -76%
LFASL
2918
Lugano Financial Advisors SA (LFA)
Switzerland
$123K +$94.4K +214 +334%
TLCM
2919
Twin Lakes Capital Management
California
$121K +$441 +1 +0.4%
MHR
2920
Matthew Hamilton Rosenberg
$121K +$6.13K +14 +5%
CIAS
2921
CBIZ Investment Advisory Services
Ohio
$119K
RP
2922
Rowlandmiller & Partners
Georgia
$119K
CSWM
2923
Cassady Schiller Wealth Management
Ohio
$117K
CM
2924
Capula Management
Cayman Islands
$117K +$117K +266 New
WTA
2925
Washington Trust Advisors
Massachusetts
$115K +$23.4K +53 +25%