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 %
RZH
1701
Relyea Zuckerberg Hanson
Connecticut
$1.56M +$39.7K +90 +3%
EWM
1702
Empirical Wealth Management
Washington
$1.55M +$491K +1,114 +47%
SFP
1703
Shepherd Financial Partners
Massachusetts
$1.55M +$9.26K +21 +0.6%
HP
1704
Hilltop Partners
Indiana
$1.54M +$237K +537 +18%
ACMA
1705
Arbor Capital Management (Alaska)
Alaska
$1.53M -$99.3K -227 -6%
WA
1706
WBH Advisory
Maryland
$1.53M -$22.1K -50 -1%
OWG
1707
Oxford Wealth Group
Florida
$1.52M +$541K +1,227 +55%
VA
1708
Valmark Advisers
Ohio
$1.52M +$115K +261 +8%
RMC
1709
Resources Management Corp
Connecticut
$1.52M +$165K +374 +12%
HI
1710
Horizon Investments
North Carolina
$1.52M -$4.16M -9,445 -73%
MPPLM
1711
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.52M +$382K +867 +34%
USB
1712
Union Savings Bank
Connecticut
$1.51M -$25.1K -57 -2%
CC
1713
Copperleaf Capital
North Carolina
$1.51M +$47.6K +108 +3%
VCM
1714
Violich Capital Management
California
$1.5M +$41.9K +95 +3%
PA
1715
PFG Advisors
Arizona
$1.5M +$52.5K +119 +4%
PP
1716
Pegasus Partners
Wisconsin
$1.5M -$664K -1,505 -31%
HAG
1717
HF Advisory Group
Maryland
$1.5M +$138K +312 +10%
DF
1718
Dunhill Financial
United Kingdom
$1.49M +$222K +504 +18%
PAS
1719
Point72 Asia (Singapore)
Singapore
$1.48M -$471K -1,067 -24%
NDSI
1720
Newman Dignan & Sheerar Inc
Rhode Island
$1.48M +$44.1K +100 +3%
BCA
1721
Bray Capital Advisors
Florida
$1.48M
WCM
1722
Whitener Capital Management
North Carolina
$1.48M -$6.62K -15 -0.4%
CFG
1723
Cooper Financial Group
California
$1.47M +$37.5K +85 +3%
BCAM
1724
Boston Common Asset Management
Massachusetts
$1.47M +$1.25M +2,828 +552%
MBT
1725
Montecito Bank & Trust
California
$1.47M -$57.4K -130 -4%