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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 %
ZB
1976
Zions Bancorporation
Utah
$926K -$106K -241 -10%
BFS
1977
Burr Financial Services
California
$922K -$81.2K -184 -8%
TSMHT
1978
Thurston Springer Miller Herd & Titak
Indiana
$920K +$920K +2,083 New
MC
1979
Maren Capital
Illinois
$920K
JAG
1980
Journey Advisory Group
Kentucky
$918K +$24.3K +55 +3%
NRD
1981
Nebula Research & Development
New York
$917K +$917K +2,078 New
RSWA
1982
Robinson Smith Wealth Advisors
Maine
$916K +$2.65K +6 +0.3%
CIC
1983
Crawford Investment Counsel
Georgia
$914K -$5.29K -12 -0.6%
HFM
1984
Hartford Funds Management
Pennsylvania
$911K +$37.9K +86 +4%
CWM
1985
Cahill Wealth Management
Michigan
$911K +$1.77K +4 +0.2%
WKWM
1986
Walter & Keenan Wealth Management
Indiana
$910K -$26.5K -60 -3%
SRC
1987
Shufro Rose & Co
New York
$906K +$8.82K +20 +1%
AFT
1988
Alpha Family Trust
California
$904K
AM
1989
Atwater Malick
Pennsylvania
$895K
IA
1990
IFG Advisory
Georgia
$894K +$894K +2,027 New
BB
1991
Berkshire Bank
Massachusetts
$891K -$368K -835 -29%
NRC
1992
New Republic Capital
North Carolina
$889K +$129K +292 +17%
SAM
1993
Sompo Asset Management
Japan
$887K
WLG
1994
Williamson Legacy Group
Indiana
$886K -$785K -1,779 -47%
FMC
1995
First Merchants Corp
Indiana
$885K +$144K +326 +19%
VST
1996
Van Strum & Towne
California
$882K
CCM
1997
Canal Capital Management
Virginia
$881K -$2.21K -5 -0.2%
WRPWM
1998
Werba Rubin Papier Wealth Management
California
$878K +$196K +445 +29%
DEM
1999
Disciplined Equity Management
Florida
$878K
FFA
2000
Florida Financial Advisors
Florida
$878K +$214K +485 +32%