MA icon

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 %
CCA
1651
Cobblestone Capital Advisors
New York
$1.74M
NF
1652
Nikulski Financial
Iowa
$1.74M +$11K +25 +0.6%
PCOTEOTHU
1653
Provident Company of the Employees of the Hebrew University
Israel
$1.74M
YIA
1654
YHB Investment Advisors
Connecticut
$1.74M +$89.6K +203 +5%
ESB
1655
Essex Savings Bank
Connecticut
$1.73M +$32.6K +74 +2%
MFGM
1656
Marshall Financial Group (Maryland)
Maryland
$1.73M +$25.6K +58 +1%
CWAG
1657
Compton Wealth Advisory Group
Virginia
$1.73M +$209K +474 +14%
LFA
1658
Legacy Financial Advisors
Kentucky
$1.73M +$25.1K +57 +1%
LCM
1659
Liberty Capital Management
Michigan
$1.73M
RIA
1660
Richwood Investment Advisors
Ohio
$1.73M -$30.4K -69 -2%
GC
1661
Gratus Capital
Georgia
$1.72M +$139K +314 +9%
BCM
1662
Barden Capital Management
Texas
$1.72M -$3.53K -8 -0.2%
MKA
1663
M. Kulyk & Associates
Georgia
$1.72M +$62.2K +141 +4%
BWM
1664
Bulltick Wealth Management
Florida
$1.72M -$649K -1,470 -27%
CW
1665
CIC Wealth
Maryland
$1.7M -$83.8K -190 -5%
PA
1666
Prossimo Advisors
California
$1.7M -$19.8K -45 -1%
JSW
1667
Journey Strategic Wealth
New Jersey
$1.69M +$225K +509 +15%
HWA
1668
HCR Wealth Advisors
California
$1.69M -$3.97K -9 -0.2%
FFM
1669
Forum Financial Management
Illinois
$1.69M +$49.8K +113 +3%
V
1670
VeraBank
Texas
$1.68M -$9.26K -21 -0.5%
EL
1671
EMFO LLC
Florida
$1.68M
KIA
1672
KCM Investment Advisors
California
$1.68M -$74.6K -169 -4%
TWM
1673
Thrive Wealth Management
Pennsylvania
$1.67M -$8.38K -19 -0.5%
ISWM
1674
Independent Solutions Wealth Management
New York
$1.67M -$37.9K -86 -2%
SB
1675
Strategic Blueprint
Georgia
$1.67M -$47.2K -107 -3%