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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 %
AP
3001
Aspect Partners
Virginia
$36.6K -$441 -1 -1%
CCMI
3002
Creative Capital Management Investments
California
$36.2K
UIA
3003
Ulland Investment Advisors
Minnesota
$36K
DAM
3004
Delta Asset Management
Tennessee
$35.3K
FW
3005
Fairway Wealth
Ohio
$35.3K +$35.3K +80 New
CP
3006
Camelot Portfolios
Ohio
$35.3K +$35.3K +80 New
RFG
3007
RFP Financial Group
Georgia
$34.9K -$7.06K -16 -17%
CCA
3008
Criterion Capital Advisors
Tennessee
$34.4K
TFA
3009
Transamerica Financial Advisors
Florida
$34K
SIS
3010
Strategic Investment Solutions
Illinois
$33.9K +$33.9K +73 New
AAG
3011
Accordant Advisory Group
Maryland
$33.5K
DWS
3012
Dynamic Wealth Strategies
California
$31K -$16.4K -37 -35%
AA
3013
AlphaMark Advisors
Kentucky
$31K
SA
3014
Scarborough Advisors
Maryland
$31K +$1.77K +4 +6%
RS
3015
Rakuten Securities
Japan
$30.9K +$21.6K +49 +233%
GIS
3016
Grayhawk Investment Strategies
Alberta, Canada
$28.7K
KA
3017
Kozak & Associates
Colorado
$28.6K
CAM
3018
Creekmur Asset Management
Illinois
$27.8K +$6.18K +14 +29%
WAM
3019
WFA Asset Management
Wisconsin
$27.7K
FDCP
3020
Foster Dykema Cabot & Partners
Massachusetts
$26.5K -$882 -2 -3%
W
3021
WealthCollab
Washington
$26.5K
BFS
3022
Burkett Financial Services
South Carolina
$26.1K -$18.1K -41 -41%
BHWM
3023
Beaird Harris Wealth Management
Texas
$25.5K +$5.27K +12 +26%
AFS
3024
Annapolis Financial Services
Maryland
$25.1K
RWM
3025
Ruedi Wealth Management
Illinois
$24.7K +$8.82K +20 +56%