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 %
AWM
1901
Aprio Wealth Management
Georgia
$1.06M -$29.1K -66 -3%
EFMC
1902
Empire Financial Management Company
New York
$1.06M +$351K +795 +49%
9WM
1903
9258 Wealth Management
Ohio
$1.06M -$441 -1 -0%
PCH
1904
PGIM Custom Harvest
New Jersey
$1.06M +$19.4K +44 +2%
SOAMC
1905
Spirit of America Management Corp
New York
$1.06M
LAI
1906
Legal Advantage Investments
California
$1.06M
CFO
1907
Collective Family Office
Pennsylvania
$1.05M -$1.77K -4 -0.2%
PTC
1908
Provident Trust Company
Wisconsin
$1.05M
FFWA
1909
FRG Family Wealth Advisors
Washington
$1.04M -$448 -1 -0%
NCFG
1910
New Century Financial Group
New Jersey
$1.04M +$99.7K +226 +11%
VCM
1911
Virtue Capital Management
Tennessee
$1.04M -$55.3K -125 -5%
SPWG
1912
Syntegra Private Wealth Group
Missouri
$1.04M +$101K +228 +11%
CFG
1913
Carr Financial Group
Massachusetts
$1.04M +$17.2K +39 +2%
IIM
1914
Ipswich Investment Management
Massachusetts
$1.03M
MAWA
1915
Moss Adams Wealth Advisors
Washington
$1.03M +$131K +298 +15%
LAM
1916
Lifestyle Asset Management
Texas
$1.03M -$87.8K -199 -8%
DL
1917
DOHJ LLC
Washington
$1.03M +$58.7K +133 +6%
PC
1918
Permit Capital
Pennsylvania
$1.02M
HFS
1919
Howard Financial Services
Texas
$1.02M -$133K -302 -12%
RB
1920
Renasant Bank
Mississippi
$1.02M -$25.6K -58 -2%
ALAM
1921
Asahi Life Asset Management
Japan
$1.02M +$260K +590 +34%
PSC
1922
Portman Square Capital
United Kingdom
$1.02M +$1.02M +2,310 New
AGWCA
1923
Annis Gardner Whiting Capital Advisors
Florida
$1.02M +$16.3K +37 +2%
MMM
1924
Mendel Money Management
Illinois
$1.01M -$28.2K -64 -3%
AA
1925
Alta Advisers
United Kingdom
$1.01M +$44.1K +100 +5%