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
44.91%
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 %
WWM
1126
Western Wealth Management
Colorado
$4.7M +$180K +408 +4%
CGIM
1127
Capital Group Investment Management
Singapore
$4.69M -$1.53M -3,468 -25%
FCIM
1128
Fairview Capital Investment Management
California
$4.68M -$2.21K -5 -0%
CWM
1129
Centric Wealth Management
Illinois
$4.68M +$89.4K +204 +2%
BOC
1130
Barbara Oil Co
Illinois
$4.68M
VCWA
1131
Vanguard Capital Wealth Advisors
Colorado
$4.68M +$6.62K +15 +0.1%
KIG
1132
Kennedy Investment Group
New Jersey
$4.67M +$71.9K +163 +2%
Walleye Trading
1133
Walleye Trading
New York
$4.67M +$4.67M +10,582 New
PWCM
1134
Processus Wealth & Capital Management
Tennessee
$4.63M +$96.6K +219 +2%
RWM
1135
Rench Wealth Management
Texas
$4.63M +$211K +478 +5%
SXL
1136
Summit X LLC
Missouri
$4.62M +$113K +255 +2%
GC
1137
Globeflex Capital
California
$4.59M +$1.45M +3,279 +46%
QCG
1138
Quadrant Capital Group
Ohio
$4.59M +$441K +999 +11%
CGL
1139
Clarius Group LLC
Washington
$4.58M +$293K +665 +7%
RIM
1140
Reliant Investment Management
Tennessee
$4.58M +$241K +547 +6%
PDL
1141
Portfolio Design Labs
California
$4.56M +$235K +533 +5%
FCM
1142
Fortis Capital Management
Washington
$4.54M +$2.83M +6,418 +165%
ET
1143
Entropy Technologies
New York
$4.52M +$4.52M +10,235 New
KCM
1144
Kennedy Capital Management
Missouri
$4.51M -$537K -1,217 -11%
NFC
1145
Northeast Financial Consultants
Connecticut
$4.51M -$88.2K -200 -2%
WA
1146
Wambolt & Associates
Colorado
$4.5M +$281K +642 +7%
NP
1147
NorthRock Partners
Minnesota
$4.5M +$98.4K +223 +2%
GA
1148
Geller Advisors
New York
$4.49M +$2.29M +5,191 +104%
ACP
1149
Aviance Capital Partners
Florida
$4.49M -$103K -234 -2%
IIA
1150
ICW Investment Advisors
Arizona
$4.48M -$104K -235 -2%