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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 %
SW
1151
SlateStone Wealth
Florida
$4.48M -$2.3M -5,206 -34%
NC
1152
NovaPoint Capital
Georgia
$4.48M +$105K +238 +2%
AWAU
1153
Alliance Wealth Advisors (Utah)
Utah
$4.47M +$108K +245 +2%
RFA
1154
ROI Financial Advisors
Oregon
$4.47M +$38.4K +87 +0.9%
TC
1155
Trium Capital
United Kingdom
$4.46M -$1.39M -3,153 -24%
FCI
1156
Financial Counselors Inc
Kansas
$4.45M +$94.8K +215 +2%
GGS
1157
Galvin Gaustad & Stein
Arizona
$4.44M -$188K -427 -4%
AAS
1158
Ameritas Advisory Services
Nebraska
$4.42M +$441 +1 +0%
HP
1159
Hikari Power
Japan
$4.41M
WC
1160
Winmill & Co
New York
$4.41M
M2MC
1161
Matthew 25 Management Corp
Pennsylvania
$4.41M
ZDA
1162
Zweig-DiMenna Associates
New York
$4.41M +$1.1M +2,500 +33%
SPC
1163
Spirepoint Private Client
Florida
$4.41M +$179K +405 +4%
TCOT
1164
Trust Company of Toledo
Ohio
$4.39M +$300K +679 +7%
IFWM
1165
Institute for Wealth Management
Colorado
$4.38M -$4.41K -10 -0.1%
BP
1166
BBR Partners
New York
$4.38M -$1.15M -2,607 -21%
ONB
1167
Old National Bancorp
Indiana
$4.37M +$712K +1,614 +19%
PFS
1168
Prospera Financial Services
Texas
$4.37M -$166K -376 -4%
MWM
1169
Mission Wealth Management
California
$4.37M +$35.3K +80 +0.8%
AWP
1170
Ascent Wealth Partners
New York
$4.36M +$4.36M +9,894 New
AWA
1171
Arkadios Wealth Advisors
Georgia
$4.36M +$231K +524 +6%
JRP
1172
Jasper Ridge Partners
California
$4.35M
MWM
1173
Modera Wealth Management
New Jersey
$4.35M -$20.3K -46 -0.5%
IWM
1174
IHT Wealth Management
Illinois
$4.35M -$55.6K -126 -1%
WM
1175
Whitford Management
New York
$4.34M +$992K +2,249 +30%