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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 %
HA
901
Herold Advisors
New York
$7.67M +$92.2K +209 +1%
HZ
902
Hixon Zuercher
Ohio
$7.6M -$186K -422 -2%
MYAM
903
Meiji Yasuda Asset Management
Japan
$7.57M +$1.28M +2,900 +20%
KWMG
904
King Wealth Management Group
Florida
$7.56M -$75.9K -172 -1%
RWM
905
Ritholtz Wealth Management
New York
$7.53M -$136K -309 -2%
CIA
906
Concurrent Investment Advisors
Florida
$7.47M +$1.37M +3,116 +23%
UOTTAIMCU
907
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7.45M -$2.32M -5,265 -24%
BHWM
908
Bar Harbor Wealth Management
New Hampshire
$7.45M -$576K -1,305 -7%
SC
909
Saybrook Capital
North Carolina
$7.44M -$375K -850 -5%
WAC
910
William Allan Corp
Colorado
$7.41M +$12.4K +28 +0.2%
IWA
911
IBEX Wealth Advisors
New Jersey
$7.4M +$1.66M +3,761 +29%
OIA
912
OneDigital Investment Advisors
Kansas
$7.39M +$2.14M +4,848 +41%
SYBT
913
Stock Yards Bank & Trust
Kentucky
$7.38M -$1.64M -3,727 -18%
OCAM
914
Onex Canada Asset Management
Ontario, Canada
$7.37M -$3.97K -9 -0.1%
LW
915
Linscomb Wealth
Texas
$7.36M +$199K +450 +3%
TPA
916
Trivium Point Advisory
Connecticut
$7.36M -$89.6K -203 -1%
SFS
917
Sowell Financial Services
Arkansas
$7.32M -$26.5K -60 -0.4%
AIM
918
Avanda Investment Management
Singapore
$7.28M -$3.33M -7,558 -31%
HR
919
Howe & Rusling
New York
$7.24M +$425K +964 +6%
EWA
920
EP Wealth Advisors
California
$7.22M +$256K +581 +4%
WIC
921
Willis Investment Counsel
Georgia
$7.2M +$39.7K +90 +0.6%
MCM
922
Mitchell Capital Management
Kansas
$7.18M +$2.41M +5,463 +51%
SAM
923
Sycomore Asset Management
France
$7.17M +$4.22M +9,324 +143%
LFM
924
LGT Fund Management
Liechtenstein
$7.09M +$2.09M +4,733 +42%
PAMG
925
Patton Albertson Miller Group
Tennessee
$7.08M +$1.13M +2,553 +19%