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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 %
OBWG
1751
Onyx Bridge Wealth Group
New York
$1.4M -$1.32K -3 -0.1%
OFW
1752
Omnia Family Wealth
Florida
$1.4M +$441 +1 +0%
BCM
1753
Buckhead Capital Management
Georgia
$1.39M -$4.41K -10 -0.3%
FW
1754
FullCircle Wealth
Texas
$1.38M +$1.38M +3,189 New
SM
1755
Sciencast Management
New Jersey
$1.37M +$1.37M +3,113 New
HWMA
1756
Heritage Wealth Management (Arizona)
Arizona
$1.37M -$136K -308 -9%
HFO
1757
Heritage Family Offices
Arizona
$1.37M +$1.37M +3,108 New
EWS
1758
Evergreen Wealth Solutions
Pennsylvania
$1.37M -$288K -653 -17%
GFG
1759
Goldstone Financial Group
Illinois
$1.37M +$33.1K +75 +2%
RCM
1760
Ratan Capital Management
Florida
$1.37M
EP
1761
Edgestream Partners
New Jersey
$1.36M -$2.48M -5,630 -65%
TIA
1762
Trust Investment Advisors
Indiana
$1.36M +$7.5K +17 +0.6%
CFA
1763
Cahill Financial Advisors
Minnesota
$1.36M -$15.4K -35 -1%
OP
1764
ORG Partners
Indiana
$1.35M +$1.32M +3,014 +4,073%
RCA
1765
Roberts Capital Advisors
Colorado
$1.35M
EM
1766
Excalibur Management
Massachusetts
$1.35M +$84.3K +191 +7%
FAFN
1767
First Affirmative Financial Network
Colorado
$1.35M +$155K +351 +13%
CFP
1768
Catalyst Financial Partners
Massachusetts
$1.35M +$90.9K +206 +7%
HCP
1769
Holt Capital Partners
Texas
$1.35M
CRI
1770
Commonwealth Retirement Investments
Virginia
$1.34M +$149K +338 +12%
RI
1771
Redwood Investments
Massachusetts
$1.34M -$219K -517 -14%
AIM
1772
Acropolis Investment Management
Missouri
$1.34M +$44.1K +100 +3%
EWA
1773
Encompass Wealth Advisors
Oregon
$1.34M +$13.7K +31 +1%
WIA
1774
World Investment Advisors
California
$1.33M +$1.33M +3,025 New
RGF
1775
Retirement Guys Formula
Ohio
$1.33M +$119K +269 +10%