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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 %
MIA
1926
MainStreet Investment Advisors
Illinois
$1.01M -$113K -257 -10%
SCM
1927
Seascape Capital Management
New Hampshire
$1.01M -$7.06K -16 -0.7%
HC
1928
Hamilton Capital
Ohio
$1.01M -$215K -488 -18%
FLI
1929
Family Legacy Inc
South Carolina
$1.01M +$6.62K +15 +0.7%
LJAC
1930
L.J. Altfest & Co
New York
$1.01M +$30K +68 +3%
OFG
1931
Oxford Financial Group
Indiana
$1.01M +$396K +898 +65%
SMA
1932
Seven Mile Advisory
New Jersey
$1M +$2.21K +5 +0.2%
PIA
1933
Pinion Investment Advisors
Kansas
$1M -$105K -239 -10%
GWSG
1934
GPS Wealth Strategies Group
Colorado
$1M -$2.21K -5 -0.2%
RWPA
1935
Richard W. Paul & Associates
Michigan
$997K +$37.1K +84 +4%
RSA
1936
River Street Advisors
Illinois
$995K +$29.6K +67 +3%
MGWM
1937
Marks Group Wealth Management
Minnesota
$993K
CCA
1938
Childress Capital Advisors
Texas
$993K -$23.8K -54 -2%
ARG
1939
Advisory Resource Group
Oklahoma
$991K +$78.5K +178 +9%
PIA
1940
Perennial Investment Advisors
California
$990K +$14.6K +33 +1%
LI
1941
LRI Investments
Florida
$990K +$906K +2,054 +1,087%
EAM
1942
Evanson Asset Management
California
$988K -$30.4K -69 -3%
WIS
1943
Wright Investors Service
Connecticut
$985K -$1.48M -3,366 -60%
SWM
1944
Scissortail Wealth Management
Oklahoma
$979K +$52.9K +120 +6%
SCP
1945
Stamos Capital Partners
California
$979K +$979K +2,220 New
OFS
1946
Orrstown Financial Services
Pennsylvania
$978K +$43.7K +99 +5%
AIA
1947
Alera Investment Advisors
Illinois
$978K +$507K +1,150 +108%
SFP
1948
Sandbox Financial Partners
Maryland
$977K +$10.6K +24 +1%
CPA
1949
Capital Planning Advisors
California
$974K -$75.4K -171 -7%
AIC
1950
Argus Investors Counsel
New York
$973K +$48.5K +110 +5%