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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 %
TWA
1776
TCI Wealth Advisors
Arizona
$1.33M +$11K +25 +0.8%
KLCM
1777
KG&L Capital Management
Louisiana
$1.33M +$314K +712 +31%
UCB
1778
United Community Bank
South Carolina
$1.33M -$149K -337 -10%
PP
1779
Pacifica Partners
Canada
$1.33M +$47.8K +107 +4%
SWP
1780
Semus Wealth Partners
Florida
$1.33M +$121K +274 +10%
OLVIG
1781
Oliver Lagore Vanvalin Investment Group
Michigan
$1.31M +$82.1K +186 +7%
DWAM
1782
Duncan Williams Asset Management
Tennessee
$1.31M +$99.7K +226 +8%
DCM
1783
DGS Capital Management
New Jersey
$1.31M +$9.26K +21 +0.7%
HT
1784
Heritage Trust
Oklahoma
$1.31M -$28.2K -64 -2%
TFM
1785
TFC Financial Management
Massachusetts
$1.3M -$15.4K -35 -1%
SHFA
1786
SS&H Financial Advisors
Michigan
$1.3M +$513K +1,164 +65%
EWM
1787
EPG Wealth Management
Georgia
$1.3M -$1.37M -2,837 Closed
SHFA
1788
SC&H Financial Advisors
Maryland
$1.3M -$19.9K -45 -2%
BOPW
1789
Brandywine Oak Private Wealth
Pennsylvania
$1.3M -$37.5K -85 -3%
SAM
1790
Steinberg Asset Management
New York
$1.3M -$78.1K -177 -6%
AL
1791
Aspiriant LLC
California
$1.29M -$237K -536 -15%
AFS
1792
Aft Forsyth & Sober
Florida
$1.29M
IDA
1793
Intelligence Driven Advisers
California
$1.29M +$65.3K +148 +5%
ANBT
1794
American National Bank & Trust
Texas
$1.29M +$31.8K +72 +3%
MWA
1795
Meridian Wealth Advisors
Texas
$1.29M +$5.29K +12 +0.4%
CG
1796
Corundum Group
Colorado
$1.29M +$594K +1,347 +86%
CA
1797
Crewe Advisors
Utah
$1.28M +$84.3K +191 +7%
4WM
1798
4J Wealth Management
Virginia
$1.28M -$22.9K -52 -2%
BWM
1799
BNC Wealth Management
Oregon
$1.28M -$21.6K -49 -2%
3IP
1800
3Chopt Investment Partners
Virginia
$1.28M +$1.28M +2,899 New