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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 %
FCA
1676
Fortis Capital Advisors
Kansas
$1.67M +$566K +1,282 +51%
QC
1677
Quent Capital
New York
$1.66M -$15.4K -35 -0.9%
WAG
1678
Wallace Advisory Group
California
$1.66M -$92.6K -210 -5%
AF
1679
Arrow Financial
New York
$1.66M +$14.1K +32 +0.9%
BDA
1680
Borer Denton & Associates
Pennsylvania
$1.65M
SFPG
1681
Stonebridge Financial Planning Group
Florida
$1.65M -$72.8K -165 -4%
IGGA
1682
Iron Gate Global Advisors
Utah
$1.65M +$1.32K +3 +0.1%
LWA
1683
Lantern Wealth Advisors
New York
$1.65M -$99.3K -225 -6%
AIC
1684
Archer Investment Corporation
Indiana
$1.64M -$5.73K -13 -0.3%
EFG
1685
Everhart Financial Group
Ohio
$1.64M +$177K +402 +12%
FNT
1686
First National Trust
Pennsylvania
$1.63M +$882 +2 +0.1%
B
1687
Bailard
California
$1.63M -$26K -59 -2%
FFO
1688
Fiduciary Family Office
Florida
$1.62M -$101K -230 -6%
BFA
1689
Beaumont Financial Advisors
Massachusetts
$1.61M +$28.7K +65 +2%
HCM
1690
HMS Capital Management
Tennessee
$1.61M +$116K +263 +8%
CWP
1691
Curated Wealth Partners
California
$1.61M +$1.61M +3,644 New
CFO
1692
CVA Family Office
Colorado
$1.6M +$14.6K +33 +0.9%
WIM
1693
Waverton Investment Management
United Kingdom
$1.59M +$802K +1,818 +102%
HAI
1694
Hennessy Advisors Inc
California
$1.59M
CA
1695
Claro Advisors
Massachusetts
$1.58M +$31.3K +71 +2%
PFGIA
1696
Patriot Financial Group Insurance Agency
Massachusetts
$1.58M +$152K +345 +11%
CCB
1697
Cutter & Co Brokerage
Missouri
$1.58M +$224K +507 +17%
SFG
1698
Synergy Financial Group
California
$1.58M -$93.5K -212 -6%
EFA
1699
Evernest Financial Advisors
Indiana
$1.56M +$24.3K +55 +2%
CIA
1700
Cape Investment Advisory
Georgia
$1.56M -$19.4K -44 -1%