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 %
NG
1201
Norden Group
Utah
$4.08M -$355K -805 -8%
WPC
1202
Wedmont Private Capital
Pennsylvania
$4.07M +$426K +969 +12%
BSW
1203
Buckingham Strategic Wealth
Missouri
$4.07M -$16.3K -37 -0.4%
SS
1204
Sunbelt Securities
Texas
$4.07M +$43.7K +99 +1%
AIM
1205
Anchor Investment Management
South Carolina
$4.06M -$33.1K -75 -0.8%
FWM
1206
Fairhaven Wealth Management
Illinois
$4.05M -$11.9K -27 -0.3%
FDP
1207
Financiere des Professionnels
Quebec, Canada
$4.05M +$20.9K +47 +0.5%
RA
1208
RFG Advisory
Alabama
$4.04M +$1.45M +3,282 +56%
BDL
1209
Bey-Douglas LLC
Georgia
$4.01M +$44K +99 +1%
NSIM
1210
North Star Investment Management
Illinois
$4.01M -$184K -416 -4%
MSK
1211
Melissa S. Kampmann
$4M -$378K -857 -9%
RCM
1212
RB Capital Management
Nevada
$4M +$38.4K +87 +1%
KWA
1213
Kingswood Wealth Advisors
California
$3.99M +$222K +503 +6%
LA
1214
Legacy Advisors
Pennsylvania
$3.99M +$139K +316 +4%
PI
1215
PFG Investments
New York
$3.97M +$306K +693 +8%
CWM
1216
Concentric Wealth Management
California
$3.96M -$15.4K -35 -0.4%
PCA
1217
Peddock Capital Advisors
Massachusetts
$3.96M -$292K -662 -7%
LAM
1218
LECAP Asset Management
United Kingdom
$3.96M +$3.96M +8,968 New
IWA
1219
Inspirion Wealth Advisors
Illinois
$3.95M +$5.29K +12 +0.1%
CA
1220
Cornerstone Advisory
Maryland
$3.94M +$103K +233 +3%
GFP
1221
Gryphon Financial Partners
Ohio
$3.93M +$271K +615 +7%
MC
1222
Moors & Cabot
Massachusetts
$3.93M +$17.6K +40 +0.5%
CBB
1223
Citizens Business Bank
California
$3.93M -$67.5K -153 -2%
SC
1224
Syon Capital
California
$3.92M +$38.8K +88 +1%
PCM
1225
Princeton Capital Management
New Jersey
$3.92M +$28.7K +65 +0.7%