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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 %
TCM
1876
Teza Capital Management
Illinois
$1.11M +$1.11M +2,512 New
CMANY
1877
Capital Management Associates (New York)
New York
$1.1M +$221K +500 +25%
MFG
1878
Monumental Financial Group
Maryland
$1.1M -$142K -321 -11%
HC
1879
Hara Capital
Washington
$1.1M
WA
1880
Waverly Advisors
Alabama
$1.1M +$333K +754 +43%
VAG
1881
VisionPoint Advisory Group
Texas
$1.1M +$165K +375 +18%
CH
1882
Cromwell Holdings
Wyoming
$1.09M +$1.09M +2,481 New
NP
1883
Nilsine Partners
Colorado
$1.09M +$5.73K +13 +0.5%
ICM
1884
IMS Capital Management
Oregon
$1.09M -$7.98K -17 -0.7%
JJBC
1885
James J. Burns & Company
New York
$1.09M +$655K +1,485 +152%
BWM
1886
Buckley Wealth Management
Nevada
$1.09M
LIM
1887
Letson Investment Management
Georgia
$1.09M +$196K +444 +22%
BCA
1888
Bay Colony Advisors
Massachusetts
$1.08M -$25.1K -57 -2%
APP
1889
Avantax Planning Partners
Iowa
$1.08M +$38.8K +88 +4%
NFA
1890
Northern Financial Advisors
Michigan
$1.08M -$14.6K -33 -1%
OFS
1891
OneAscent Financial Services
Alabama
$1.08M +$43.7K +99 +4%
MGAM
1892
McGowan Group Asset Management
Texas
$1.08M -$12.4K -28 -1%
LCWP
1893
Legacy Capital Wealth Partners
Arkansas
$1.08M +$1.08M +2,449 New
MFS
1894
Mattson Financial Services
Michigan
$1.08M +$1.08M +2,447 New
SAI
1895
Savvy Advisors Inc
New York
$1.08M +$495K +1,123 +85%
GWA
1896
Gratus Wealth Advisors
Virginia
$1.08M +$14.6K +33 +1%
CA
1897
CoreCap Advisors
Michigan
$1.08M +$303K +688 +39%
M
1898
MOTCO
Texas
$1.07M -$11K -25 -1%
RFS
1899
Richardson Financial Services
Massachusetts
$1.07M -$169K -383 -14%
VC
1900
Veracity Capital
Georgia
$1.07M -$235K -533 -18%