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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 %
FMTC
1601
Farmers & Merchants Trust Company
California
$1.92M +$135K +305 +8%
KP
1602
Keel Point
Alabama
$1.92M +$189K +412 +11%
CP
1603
Canopy Partners
Ohio
$1.91M +$34.4K +78 +2%
WC
1604
Westhampton Capital
North Carolina
$1.91M
CWM
1605
Cornerstone Wealth Management
Missouri
$1.91M +$55.1K +125 +3%
AWMT
1606
AAFMAA Wealth Management & Trust
North Carolina
$1.91M +$469K +1,063 +33%
BFS
1607
Bard Financial Services
Connecticut
$1.9M
RWP
1608
Revolve Wealth Partners
New Jersey
$1.89M -$132K -299 -7%
QWP
1609
Quotient Wealth Partners
Texas
$1.89M -$144K -326 -7%
MFA
1610
Mayflower Financial Advisors
Massachusetts
$1.89M +$125K +283 +7%
CWA
1611
Consilium Wealth Advisory
Texas
$1.89M -$58.7K -133 -3%
BBA
1612
BLB&B Advisors
Pennsylvania
$1.88M -$149K -338 -7%
CCG
1613
Ceeto Capital Group
Florida
$1.88M +$221K +500 +13%
PP
1614
PDS Planning
Ohio
$1.87M +$71.9K +163 +4%
IFS
1615
Intelligent Financial Strategies
Minnesota
$1.87M
BFG
1616
Beacon Financial Group
Texas
$1.86M -$109K -246 -6%
RSWM
1617
Robertson Stephens Wealth Management
California
$1.86M +$250K +566 +15%
CA
1618
Continuum Advisory
Idaho
$1.86M -$93.5K -212 -5%
BCP
1619
Blackhawk Capital Partners
Wisconsin
$1.86M +$76.8K +174 +4%
MAM
1620
Mystic Asset Management
Rhode Island
$1.86M +$2.21K +5 +0.1%
SSWM
1621
Strait & Sound Wealth Management
California
$1.86M +$175K +396 +10%
AWM
1622
Ameliora Wealth Management
Switzerland
$1.85M
TA
1623
Tectonic Advisors
Texas
$1.85M +$81.2K +184 +5%
RIM
1624
Redwood Investment Management
Arizona
$1.83M +$21.7K +49 +1%
DW30
1625
Drucker Wealth 3.0
New Jersey
$1.83M +$1.83M +4,140 New