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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 %
GC
2926
Garde Capital
Washington
$115K
MWM
2927
Mascoma Wealth Management
New Hampshire
$115K +$72.8K +165 +174%
S
2928
Sachetta
Massachusetts
$114K +$25.5K +57 +29%
CC
2929
Cypress Capital
Tennessee
$109K -$261K -591 -70%
PO
2930
Private Ocean
California
$109K -$87.8K -199 -45%
RI
2931
Ridgewood Investments
New Jersey
$103K +$103K +234 New
BLC
2932
Brown, Lisle/Cummings
Rhode Island
$101K
KFS
2933
Kelly Financial Services
Massachusetts
$99.1K +$441 +1 +0.4%
RDFA
2934
Ritter Daniher Financial Advisory
Ohio
$98.8K
PCA
2935
Providence Capital Advisors
North Carolina
$97.9K
HWM
2936
HighMark Wealth Management
Minnesota
$96.8K
FPF
2937
First Pacific Financial
Washington
$96K -$7.93K -18 -8%
TIM
2938
Tortoise Investment Management
New York
$92.2K +$7.5K +17 +9%
EWP
2939
Elevation Wealth Partners
California
$92K -$5.31K -12 -5%
PP
2940
PFS Partners
New Jersey
$90.6K
GWP
2941
Gen-Wealth Partners
Michigan
$90.4K +$2.21K +5 +3%
FC
2942
Fairscale Capital
New Hampshire
$90K +$90K +203 New
EA
2943
Evolution Advisers
Virginia
$90K
CPG
2944
Custom Portfolio Group
Colorado
$88.2K
MSG
2945
Main Street Group
Virginia
$86.6K
DCM
2946
Davis Capital Management
Florida
$86.2K
HGA
2947
Hobbs Group Advisors
South Carolina
$86.1K +$86.1K +195 New
IRC
2948
Investors Research Corp
Georgia
$84.3K +$37.1K +84 +79%
FFA
2949
Frazier Financial Advisors
Ohio
$83.8K +$6.18K +14 +8%
OPTFSNA
2950
Old Point Trust & Financial Services N A
Virginia
$81.6K