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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 %
CWM
1476
Cordatus Wealth Management
Pennsylvania
$2.41M +$22.9K +52 +1%
LCM
1477
Landscape Capital Management
New Jersey
$2.4M +$870K +1,971 +57%
SFG
1478
Sovereign Financial Group
Connecticut
$2.4M +$882 +2 +0%
TWM
1479
Tolleson Wealth Management
Texas
$2.4M +$11K +25 +0.5%
SAM
1480
Smartleaf Asset Management
Massachusetts
$2.39M +$543K +1,227 +29%
ACI
1481
Alpha Cubed Investments
California
$2.38M -$180K -409 -7%
VT
1482
Vise Technologies
New York
$2.38M +$476K +1,080 +25%
QPW
1483
Quantum Private Wealth
Florida
$2.38M +$39.7K +90 +2%
IPW
1484
Inlet Private Wealth
Florida
$2.38M +$9.71K +22 +0.4%
SSI
1485
Scott & Selber Inc
Texas
$2.38M +$37.1K +84 +2%
CWG
1486
Cornerstone Wealth Group
North Carolina
$2.38M +$165K +374 +7%
VWM
1487
Venturi Wealth Management
Texas
$2.36M +$876K +1,986 +59%
IFAM
1488
Institutional & Family Asset Management
Colorado
$2.35M +$99.7K +226 +4%
SA
1489
Strategic Advisors
New York
$2.35M -$683K -1,548 -22%
MIA
1490
MeadowBrook Investment Advisors
Michigan
$2.35M -$37.1K -84 -2%
HBT
1491
Heartland Bank & Trust
Illinois
$2.34M +$19.4K +44 +0.8%
VAS
1492
Vestmark Advisory Solutions
Massachusetts
$2.33M -$35.3K -80 -1%
FFN
1493
Focus Financial Network
Minnesota
$2.33M -$1.35K -3 -0.1%
NHC
1494
Nicholas Hoffman & Company
Georgia
$2.33M +$63.5K +144 +3%
MC
1495
Martin & Co
Tennessee
$2.33M -$9.26K -21 -0.4%
MHS
1496
M Holdings Securities
Oregon
$2.32M +$2.32M +5,261 New
PFBT
1497
Parkside Financial Bank & Trust
Missouri
$2.32M -$3.53K -8 -0.2%
IIA
1498
IPG Investment Advisors
California
$2.31M +$889K +2,015 +63%
CCM
1499
Chilton Capital Management
Texas
$2.31M -$193K -438 -8%
AC
1500
AXQ Capital
New Jersey
$2.3M +$2.3M +5,224 New