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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 %
SFA
1326
Semmax Financial Advisors
North Carolina
$3.22M +$119K +259 +4%
SF
1327
Symphony Financial
Texas
$3.21M +$1.32M +2,986 +70%
LC
1328
Lindbrook Capital
California
$3.2M +$908K +2,058 +40%
BOH
1329
Bank of Hawaii
Hawaii
$3.18M -$76.3K -173 -2%
CW
1330
CreativeOne Wealth
Kansas
$3.17M -$989K -2,242 -24%
CFS
1331
CRA Financial Services
New Jersey
$3.17M -$45K -102 -1%
OCM
1332
Orleans Capital Management
Louisiana
$3.16M +$15.4K +35 +0.5%
CFM
1333
Coronation Fund Managers
South Africa
$3.16M -$19.5M -44,293 -86%
GIA
1334
Gladstone Institutional Advisory
Florida
$3.14M -$35.3K -80 -1%
CSPIA
1335
Cary Street Partners Investment Advisory
Virginia
$3.13M +$986K +2,236 +46%
APIM
1336
Agate Pass Investment Management
Washington
$3.13M +$2.65K +6 +0.1%
LWL
1337
Leo Wealth LLC
Texas
$3.12M +$751K +1,709 +32%
FGA
1338
Fortis Group Advisors
New Jersey
$3.12M -$1.68M -3,813 -35%
PA
1339
Procyon Advisors
Connecticut
$3.11M -$183K -415 -6%
CAG
1340
Csenge Advisory Group
Florida
$3.09M -$34K -77 -1%
VFM
1341
Viking Fund Management
North Dakota
$3.09M
CGA
1342
Channing Global Advisors
Florida
$3.09M -$882 -2 -0%
SWA
1343
Stratos Wealth Advisors
Ohio
$3.09M +$25.6K +58 +0.8%
RWM
1344
Rockline Wealth Management
New York
$3.08M +$146K +332 +5%
NB
1345
NBT Bank
New York
$3.08M -$366K -829 -11%
NFG
1346
Nations Financial Group
Iowa
$3.08M +$91.3K +207 +3%
NW
1347
Naviter Wealth
Arkansas
$3.07M +$260K +589 +9%
SBIA
1348
Sheaff Brock Investment Advisors
Indiana
$3.07M -$359K -813 -10%
WCAMG
1349
Woodard & Company Asset Management Group
North Carolina
$3.07M +$12.8K +29 +0.4%
LAM
1350
Lynch Asset Management
Pennsylvania
$3.06M