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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 %
ISL
1001
Ingalls & Snyder LLC
New York
$6.27M +$216K +489 +4%
PIP
1002
Peachtree Investment Partners
Florida
$6.24M -$13.2K -30 -0.2%
CCAM
1003
Codex Capital Asset Management
Texas
$6.22M +$6.22M +14,100 New
Group One Trading
1004
Group One Trading
Illinois
$6.22M +$2.52M +5,716 +68%
SCA
1005
Stokes Capital Advisors
South Carolina
$6.2M +$529K +1,199 +9%
EB
1006
Eastern Bank
Massachusetts
$6.19M -$22.5K -51 -0.4%
LMIM
1007
Lockheed Martin Investment Management
Maryland
$6.18M -$225K -510 -4%
YC
1008
Yarbrough Capital
Tennessee
$6.12M
ACM
1009
Alcosta Capital Management
California
$6.11M -$34K -77 -0.6%
EWM
1010
Elite Wealth Management
Washington
$6.1M -$3.97K -9 -0.1%
IAS
1011
Insigneo Advisory Services
Florida
$6.09M +$349K +789 +6%
IWA
1012
Icon Wealth Advisors
Texas
$6.09M +$624K +1,345 +11%
TFS
1013
Thoroughbred Financial Services
Tennessee
$6.09M +$949K +2,151 +18%
LWM
1014
Lyell Wealth Management
California
$6.07M +$986K +2,235 +19%
WANY
1015
Wealthspire Advisors (New York)
New York
$6.05M +$31.8K +72 +0.5%
NA
1016
Nottingham Advisors
New York
$6.04M -$44.1K -100 -0.7%
MOS
1017
MGO One Seven
Ohio
$6.03M +$1.88M +4,265 +45%
DEA
1018
DoubleLine ETF Adviser
Florida
$6.03M -$240K -543 -4%
SIA
1019
Soltis Investment Advisors
Utah
$6M +$806K +1,828 +16%
FHB
1020
First Hawaiian Bank
Hawaii
$5.99M +$717K +1,625 +14%
VCA
1021
Verdence Capital Advisors
Maryland
$5.99M +$181K +411 +3%
IRAG
1022
Investment Research & Advisory Group
Georgia
$5.97M +$36.2K +82 +0.6%
BL
1023
BFSG LLC
California
$5.96M +$1.32K +3 +0%
SEEDPG
1024
S.E.E.D. Planning Group
New York
$5.94M +$889K +2,016 +18%
FFAM
1025
Forge First Asset Management
Canada
$5.93M +$5.2M +11,800 +715%