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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 %
ACA
1401
Aptus Capital Advisors
Alabama
$2.73M +$208K +472 +8%
PMG
1402
ProVise Management Group
Florida
$2.73M -$22.5K -51 -0.8%
DCM
1403
Dudley Capital Management
Virginia
$2.73M
WCM Investment Management
1404
WCM Investment Management
California
$2.72M -$478K -1,080 -15%
BTW
1405
Boston Trust Walden
Massachusetts
$2.71M -$104K -235 -4%
TC
1406
Tsai Capital
New York
$2.7M -$2.65K -6 -0.1%
ACL
1407
Applied Capital LLC
Florida
$2.7M +$15.4K +35 +0.6%
RIA
1408
Realta Investment Advisors
Delaware
$2.7M +$58.7K +133 +2%
BOSSRA
1409
B.O.S.S. Retirement Advisors
Utah
$2.7M +$690K +1,565 +34%
SAG
1410
SageView Advisory Group
California
$2.69M +$2.69M +6,103 New
KCM
1411
Kendall Capital Management
Maryland
$2.69M +$22.1K +50 +0.8%
HIC
1412
Holderness Investments Company
North Carolina
$2.69M -$28.7K -65 -1%
SAM
1413
Silphium Asset Management
United Kingdom
$2.68M +$2.65K +6 +0.1%
SQA
1414
Simon Quick Advisors
New Jersey
$2.68M +$366K +829 +16%
GWMR
1415
GC Wealth Management RIA
Massachusetts
$2.68M +$241K +547 +10%
NHT
1416
New Hampshire Trust
New Hampshire
$2.68M -$127K -288 -5%
UWS
1417
Unique Wealth Strategies
Illinois
$2.67M
AT
1418
Avalon Trust
New Mexico
$2.66M -$59.1K -134 -2%
NIA
1419
NIA Impact Advisors
California
$2.65M +$141K +320 +6%
ANTB
1420
AMG National Trust Bank
Colorado
$2.65M -$95.7K -217 -3%
SC
1421
Savoie Capital
Illinois
$2.65M
MA
1422
Mutual Advisors
Nebraska
$2.64M +$144K +327 +6%
AFG
1423
Atomi Financial Group
New York
$2.64M -$2.06M -4,660 -44%
GCM
1424
Gables Capital Management
Florida
$2.63M +$22.1K +50 +0.8%
TPI
1425
Trust Point Inc
Wisconsin
$2.63M -$188K -427 -7%