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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
44.92%
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 %
FRA
2976
Front Row Advisors
California
$55.1K -$1.77K -4 -3%
NRG
2977
Nemes Rush Group
Michigan
$54.7K -$9.26K -21 -14%
WCM
2978
Winthrop Capital Management
Indiana
$54K
VWA
2979
Valued Wealth Advisors
Utah
$53.8K +$12.4K +28 +30%
TCA
2980
Trifecta Capital Advisors
Illinois
$52.9K
FCT
2981
First Community Trust
Iowa
$51.6K
VWM
2982
Valley Wealth Managers
New Jersey
$50.3K +$46.3K +105 +1,167%
NI
2983
NCP Inc
California
$49.4K
CMP
2984
Coston McIsaac & Partners
Maine
$49K
OBWP
2985
O'Brien Wealth Partners
Massachusetts
$49K -$3.09K -7 -6%
CTB
2986
Country Trust Bank
Illinois
$47.2K
CPG
2987
Cornerstone Planning Group
New Jersey
$46.4K -$16.8K -38 -27%
JAM
2988
JCIC Asset Management
Ontario, Canada
$44.1K
AWM
2989
AllSquare Wealth Management
New York
$44.1K
LFA
2990
Legend Financial Advisors
Pennsylvania
$44.1K
BMC
2991
Bear Mountain Capital
Washington
$44K -$44K -100 -50%
SA
2992
SRH Advisors
Kansas
$43.2K
FFL
2993
Financial Freedom LLC
Ohio
$43.1K +$17.6K +40 +69%
SC
2994
Steph & Co
Wisconsin
$42.8K +$3.53K +8 +9%
SIC
2995
SJS Investment Consulting
Ohio
$40.1K
SN
2996
Sittner & Nelson
Oregon
$38.4K
RL
2997
Rogco LP
Oklahoma
$38.4K +$9.71K +22 +34%
RAM
2998
Riggs Asset Management
Pennsylvania
$37.9K -$3.09K -7 -8%
MCA
2999
Maryland Capital Advisors
Maryland
$37.5K
T
3000
Tidemark
California
$37.1K +$5.74K +13 +18%