MA icon

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 %
AS
3026
Altshuler Shaham
Israel
$24.3K -$1.77K -4 -7%
SCA
3027
Stuart Chaussee & Associates
California
$23.4K
FCG
3028
Financial Connections Group
California
$23K +$17.9K +42 +350%
APC
3029
Aspire Private Capital
North Carolina
$22.9K
SC
3030
Stephens Consulting
Michigan
$22.5K
TCM
3031
Tradewinds Capital Management
Washington
$22.5K +$4.41K +10 +24%
LWA
3032
Lowe Wealth Advisors
Maryland
$22.1K
HI
3033
Hoey Investments
Pennsylvania
$22.1K
EIM
3034
Essex Investment Management
Massachusetts
$22.1K
HEIP
3035
Hudson Edge Investment Partners
New Jersey
$22.1K +$22.1K +50 New
GPFA
3036
Game Plan Financial Advisors
Ohio
$21.6K
4FG
3037
4Thought Financial Group
New York
$21.6K
DI
3038
DAGCO Inc
Ohio
$21.6K
PWA
3039
Provenance Wealth Advisors
Florida
$20.3K
CTWM
3040
Cherry Tree Wealth Management
Minnesota
$19.9K +$16.3K +37 +463%
PGAM
3041
Princeton Global Asset Management
New Jersey
$19.6K
WIM
3042
Westside Investment Management
California
$19.4K +$14.6K +33 +300%
KWAG
3043
Kiely Wealth Advisory Group
North Carolina
$18.2K
NMM
3044
Naples Money Management
Florida
$17.9K
NECFA
3045
New England Capital Financial Advisors
Connecticut
$17.9K
DWA
3046
Delos Wealth Advisors
Texas
$16.8K
TC
3047
Tacita Capital
Ontario, Canada
$16.8K
RF
3048
Robbins Farley
New Hampshire
$15.9K
SWM
3049
Sanctuary Wealth Management
Idaho
$15.9K +$3.53K +8 +29%
PIS
3050
POM Investment Strategies
North Carolina
$15.9K +$15.9K +36 New