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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 %
CFG
926
Cambridge Financial Group
Ohio
$7.04M -$79.4K -180 -1%
IAN
927
Integrated Advisors Network
Texas
$7.03M -$178K -403 -2%
PWMAG
928
Pinnacle Wealth Management Advisory Group
New Jersey
$6.99M +$101K +228 +1%
CWM
929
CMH Wealth Management
New Hampshire
$6.97M +$76.3K +173 +1%
GAAM
930
Guinness Atkinson Asset Management
California
$6.96M
SFA
931
Sequoia Financial Advisors
Ohio
$6.95M +$381K +863 +6%
CCM
932
Condor Capital Management
New Jersey
$6.94M -$220K -499 -3%
CAL
933
Capital Analysts LLC
Pennsylvania
$6.94M -$37.5K -85 -0.5%
AWM
934
Affinity Wealth Management
Delaware
$6.92M -$70.6K -160 -1%
SIG
935
Stonegate Investment Group
Alabama
$6.87M +$18.5K +42 +0.3%
TSS
936
Two Sigma Securities
New York
$6.86M +$4.77M +10,805 +228%
IUHSA
937
Itau Unibanco Holding S.A.
Brazil
$6.85M +$6.85M +15,527 New
TYCC
938
Texas Yale Capital Corp
Florida
$6.85M +$11K +25 +0.2%
MAS
939
Meeder Advisory Services
Ohio
$6.85M +$1.61M +3,645 +31%
TF
940
Talbot Financial
Washington
$6.84M +$52.5K +119 +0.8%
USCWA
941
U.S. Capital Wealth Advisors
Texas
$6.83M -$630K -1,429 -8%
AIS
942
American Investment Services
Massachusetts
$6.83M -$237K -537 -3%
HV
943
HST Ventures
Utah
$6.83M +$6.83M +15,474 New
SC
944
Savant Capital
Illinois
$6.82M +$216K +490 +3%
CI
945
Conning Inc
Connecticut
$6.8M -$169K -383 -2%
GL
946
Graypoint LLC
New York
$6.8M +$367K +831 +6%
SIA
947
Schechter Investment Advisors
Michigan
$6.79M -$26.5K -60 -0.4%
VIP
948
Vantage Investment Partners
Missouri
$6.79M -$373K -846 -5%
MG
949
Mather Group
Illinois
$6.78M +$1.57M +3,261 +30%
ACM
950
Ayrshire Capital Management
Connecticut
$6.73M -$13.7K -31 -0.2%