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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 %
DIM
1851
Delta Investment Management
California
$1.16M +$64.4K +146 +6%
MAWCM
1852
Mine & Arao Wealth Creation & Management
California
$1.16M -$29.6K -67 -2%
VF
1853
Virtu Financial
New York
$1.16M +$1.16M +2,620 New
CFP
1854
Cascade Financial Partners
California
$1.15M
MF
1855
Magnetar Financial
Illinois
$1.15M +$1.15M +2,615 New
GVAG
1856
Great Valley Advisor Group
Delaware
$1.15M +$127K +288 +12%
QWM
1857
Quadcap Wealth Management
Texas
$1.15M +$495K +1,123 +76%
BAM
1858
Beaumont Asset Management
Texas
$1.14M +$7.94K +18 +0.7%
RIL
1859
Rothschild Investment LLC
Illinois
$1.14M +$41K +93 +4%
FWM
1860
FFT Wealth Management
Pennsylvania
$1.14M -$22.1K -50 -2%
SFS
1861
Stiles Financial Services
Minnesota
$1.14M -$34.4K -78 -3%
PCM
1862
Pointe Capital Management
Michigan
$1.14M
SSWM
1863
Sheets Smith Wealth Management
North Carolina
$1.14M +$17.6K +40 +2%
DWM
1864
Drive Wealth Management
Utah
$1.13M +$20.7K +47 +2%
AWP
1865
Accretive Wealth Partners
New Jersey
$1.13M +$3.97K +9 +0.4%
PWA
1866
Providence Wealth Advisors
Illinois
$1.13M +$53.7K +123 +5%
SFG
1867
SevenBridge Financial Group
Pennsylvania
$1.13M
ZIG
1868
Zuckerman Investment Group
Illinois
$1.12M +$8.38K +19 +0.8%
WCM
1869
Wallace Capital Management
Texas
$1.12M +$88.2K +200 +9%
FA
1870
Faithward Advisors
Pennsylvania
$1.12M +$40.6K +92 +4%
RIA
1871
Regal Investment Advisors
Michigan
$1.12M +$4.41K +10 +0.4%
CSIC
1872
Clifford Swan Investment Counsel
California
$1.12M -$31.3K -71 -3%
NWM
1873
Northcape Wealth Management
New York
$1.12M -$882 -2 -0.1%
WAG
1874
Winthrop Advisory Group
Massachusetts
$1.11M -$11.5K -26 -1%
AO
1875
Advisor OS
Illinois
$1.11M +$36.6K +83 +3%