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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 %
MLA
1526
My Legacy Advisors
Oregon
$2.2M -$225K -511 -9%
CWP
1527
Concord Wealth Partners
Virginia
$2.2M +$101K +228 +5%
RC
1528
RDST Capital
Washington
$2.2M -$81.6K -185 -4%
CWS
1529
Confluence Wealth Services
Pennsylvania
$2.19M +$237K +538 +12%
KCM
1530
Kerusso Capital Management
North Carolina
$2.19M +$2.19M +4,968 New
AC
1531
Avestar Capital
New York
$2.18M +$280K +634 +15%
FHA
1532
First Horizon Advisors
Tennessee
$2.18M +$94.4K +214 +5%
SW
1533
SteelPeak Wealth
California
$2.17M +$711K +1,612 +49%
HR
1534
Hardy Reed
Mississippi
$2.17M +$2.17M +4,928 New
CHA
1535
Carmichael Hill & Associates
Maryland
$2.17M
SL
1536
SFM LLC
New Hampshire
$2.16M -$100K -227 -4%
HCM
1537
Howland Capital Management
Massachusetts
$2.16M -$12.8K -29 -0.6%
DC
1538
Dantai Capital
Hong Kong
$2.16M
FUBT
1539
First United Bank & Trust
Maryland
$2.16M -$17.6K -40 -0.8%
GP
1540
Girard Partners
Pennsylvania
$2.16M -$109K -247 -5%
OIA
1541
Optimum Investment Advisors
Illinois
$2.15M -$223K -505 -9%
PSB
1542
Passumpsic Savings Bank
Vermont
$2.14M -$387K -877 -15%
SIA
1543
SkyView Investment Advisors
New Jersey
$2.13M +$204K +463 +11%
GCGDR
1544
Geo Capital Gestora de Recursos
Brazil
$2.13M +$816K +1,849 +62%
IIM
1545
Intact Investment Management
Quebec, Canada
$2.12M +$353K +800 +20%
Koshinski Asset Management
1546
Koshinski Asset Management
Illinois
$2.12M -$533K -1,199 -20%
SC
1547
Sepio Capital
Utah
$2.11M -$67.5K -153 -3%
APGDR
1548
Absoluto Partners Gestao de Recursos
Brazil
$2.11M +$71.5K +162 +4%
DFG
1549
Delta Financial Group
New Jersey
$2.11M +$39.3K +89 +2%
DC
1550
DeDora Capital
California
$2.11M -$109K -248 -5%