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Mastercard
MA

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.01B
2
Vontobel Holding
Vontobel Holding
Switzerland
+$792M
3
Swedbank
Swedbank
Sweden
+$721M
4
UBS AM
UBS AM
Illinois
+$652M
5
Capital World Investors
Capital World Investors
California
+$544M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$571M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$567M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$483M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$400M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
1376
Brighton Jones LLC
Washington
$2.88M +$54.3K +123 +2%
SACTSONJ
1377
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.87M – – –
GAM
1378
Garrison Asset Management
Arkansas
$2.86M +$6.18K +14 +0.2%
SB
1379
Simmons Bank
Arkansas
$2.86M +$295K +669 +12%
ACM
1380
Alpha Capital Management
Texas
$2.84M -$5.29K -12 -0.2%
FIM
1381
Freedom Investment Management
Connecticut
$2.83M -$169K -384 -6%
FMII
1382
Farmers & Merchants Investments Inc
Nebraska
$2.82M -$22.9K -52 -0.8%
KJHP
1383
K.J. Harrison & Partners
Ontario, Canada
$2.8M -$11.9K -27 -0.4%
SFP
1384
Sweet Financial Partners
Minnesota
$2.79M +$125K +283 +5%
TCWA
1385
Turtle Creek Wealth Advisors
Texas
$2.79M +$84.7K +192 +3%
CM
1386
Crestline Management
Texas
$2.79M +$2.79M +6,332 New
JWM
1387
JPL Wealth Management
Colorado
$2.79M +$123K +278 +5%
GCS
1388
Gordian Capital (Singapore)
Singapore
$2.79M -$124K -280 -4%
UBG
1389
United Bank (Georgia)
Georgia
$2.79M +$7.06K +16 +0.3%
BIG
1390
Brooklyn Investment Group
New York
$2.79M – – –
WG
1391
Wealth Group
North Carolina
$2.79M +$666K +1,793 +31%
WWM
1392
WT Wealth Management
Arizona
$2.78M -$481K -1,091 -15%
AAP
1393
Arax Advisory Partners
Colorado
$2.78M +$219K +496 +9%
PIWA
1394
Prevail Innovative Wealth Advisors
Kansas
$2.77M +$2.77M +6,268 New
BTI
1395
Blue Trust Inc
Georgia
$2.76M +$1.34M +2,786 +95%
AOWM
1396
Alpha Omega Wealth Management
Virginia
$2.76M -$1.32K -3 -0%
MCM
1397
MV Capital Management
Maryland
$2.75M +$24.7K +56 +0.9%
VFA
1398
Voya Financial Advisors
Connecticut
$2.74M +$284K +642 +12%
CA
1399
Cullinan Associates
Kentucky
$2.74M -$2.34M -5,300 -46%
NICM
1400
Neo Ivy Capital Management
New York
$2.74M +$2.74M +6,200 New
54 55
56
57 58