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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 %
BC
1626
Burney Company
Virginia
$1.82M -$171K -388 -9%
LA
1627
LM Advisors
California
$1.82M +$419K +950 +30%
MYIA
1628
Mount Yale Investment Advisors
Colorado
$1.82M -$38.8K -88 -2%
IP
1629
Ignite Planners
California
$1.82M +$9.89K +22 +0.5%
TPW
1630
Transatlantique Private Wealth
New York
$1.82M +$52.5K +120 +3%
NAS
1631
Nicolet Advisory Services
Wisconsin
$1.81M -$67.2K -155 -4%
FAM
1632
Formidable Asset Management
Ohio
$1.81M +$52.5K +119 +3%
KLI
1633
Kelman-Lazarov Inc
Tennessee
$1.81M -$77.2K -175 -4%
WEG
1634
World Equity Group
Illinois
$1.8M +$4.41K +10 +0.2%
NWM
1635
NRI Wealth Management
California
$1.8M +$79.4K +180 +5%
SC
1636
Sierra Capital
Florida
$1.8M
ACM
1637
AUA Capital Management
Pennsylvania
$1.8M
FMLI
1638
Fukoku Mutual Life Insurance
Japan
$1.79M -$216K -490 -11%
GWM
1639
Guardian Wealth Management
Illinois
$1.79M +$19K +43 +1%
CWM
1640
Calamos Wealth Management
Illinois
$1.79M -$142K -322 -7%
SMA
1641
Sage Mountain Advisors
Georgia
$1.79M +$165K +375 +10%
HKIMG
1642
Hutchens & Kramer Investment Management Group
Indiana
$1.79M -$16.2K -37 -0.9%
TSW
1643
Three Seasons Wealth
Utah
$1.78M +$49K +111 +3%
MTC
1644
McDaniel Terry & Co
Texas
$1.78M -$206K -468 -10%
TCG
1645
Tremblant Capital Group
Florida
$1.78M +$566K +1,282 +47%
ECU
1646
Eisler Capital (UK)
United Kingdom
$1.78M +$571K +1,295 +47%
MSAM
1647
Moloney Securities Asset Management
Missouri
$1.77M
CF
1648
Copperwynd Financial
Arizona
$1.77M +$229K +494 +15%
SIM
1649
Sentry Investment Management
Wisconsin
$1.76M -$360K -816 -17%
MTIC
1650
Missouri Trust & Investment Company
Missouri
$1.76M -$61.8K -140 -3%