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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 %
ADL
1176
Asset Dedication LLC
California
$4.33M -$13.2K -30 -0.3%
AT
1177
American Trust
Kentucky
$4.33M -$78.5K -178 -2%
FPAS
1178
Focus Partners Advisor Solutions
Missouri
$4.31M +$174K +395 +4%
TAM
1179
Trust Asset Management
Texas
$4.31M
BG
1180
Bahl & Gaynor
Ohio
$4.3M -$56.5K -128 -1%
GD
1181
Grandfield & Dodd
New York
$4.29M -$1.32K -3 -0%
CFG
1182
Citizens Financial Group
Rhode Island
$4.27M +$1.77M +4,005 +70%
WJWM
1183
Williams Jones Wealth Management
New York
$4.27M -$236K -535 -5%
SPC
1184
Sigma Planning Corp
Michigan
$4.26M -$207K -469 -5%
HI
1185
Harbour Investments
Wisconsin
$4.26M +$71K +161 +2%
FNB
1186
Farmers National Bank
Kentucky
$4.25M -$47.2K -107 -1%
SI
1187
Symmetry Investments
Jersey
$4.24M +$706K +1,600 +20%
GP
1188
Greenline Partners
New York
$4.22M
BO
1189
Bank OZK
Arkansas
$4.21M +$120K +273 +3%
AIP
1190
Ameritas Investment Partners
Nebraska
$4.19M -$131K -297 -3%
MCA
1191
Martin Capital Advisors
Texas
$4.19M -$20.3K -46 -0.5%
LS
1192
Leelyn Smith
Illinois
$4.18M +$25.1K +57 +0.6%
MGIA
1193
Moneta Group Investment Advisors
Missouri
$4.18M +$465K +1,053 +12%
LMKC
1194
L.M. Kohn & Company
Ohio
$4.18M -$107K -243 -3%
WGCA
1195
Wolf Group Capital Advisors
Virginia
$4.15M -$244K -554 -6%
MC
1196
Mathes Company
New York
$4.14M +$94.9K +215 +2%
MAM
1197
Morse Asset Management
Connecticut
$4.12M -$142K -323 -3%
KWM
1198
Keebeck Wealth Management
Illinois
$4.12M -$150K -339 -4%
BBNA
1199
Bremer Bank National Association
Minnesota
$4.12M -$248K -563 -6%
TP
1200
Tranquility Partners
Tennessee
$4.11M +$26K +59 +0.6%