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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 %
AWM
2026
Aviso Wealth Management
Washington
$849K +$11.5K +26 +1%
EL
2027
Essex LLC
Illinois
$849K -$22.5K -51 -3%
NGA
2028
Naples Global Advisors
Florida
$846K -$19.4K -44 -2%
GWANC
2029
Guardian Wealth Advisors (North Carolina)
North Carolina
$846K -$2.21K -5 -0.3%
FOA
2030
Five Oceans Advisors
California
$845K -$88.2K -200 -9%
MCCP
2031
Mission Creek Capital Partners
California
$845K +$133K +301 +19%
AC
2032
ASB Consultores
Florida
$843K -$308K -698 -27%
RCM
2033
Radnor Capital Management
Pennsylvania
$843K -$11K -25 -1%
JWWM
2034
Johnson & White Wealth Management
Pennsylvania
$842K
DI
2035
DDFG Inc
California
$841K
SCM
2036
Schnieders Capital Management
California
$841K
EGA
2037
E&G Advisors
Texas
$840K -$18.1K -41 -2%
LCM
2038
Lazari Capital Management
California
$837K +$70.6K +160 +9%
DPIM
2039
Duff & Phelps Investment Management
Illinois
$836K -$3.38M -7,654 -80%
MAM
2040
Madison Asset Management
Wisconsin
$836K
CC
2041
Cadinha & Co
Hawaii
$836K
CMI
2042
Clare Market Investments
Texas
$835K +$12.8K +29 +2%
WT
2043
Washington Trust
Rhode Island
$832K +$22.5K +51 +3%
MPPW
2044
Mitchell & Pahl Private Wealth
Oklahoma
$829K -$882 -2 -0.1%
KA
2045
KLCM Advisors
Wisconsin
$828K
PBK
2046
Peoples Bank (Kansas)
Kansas
$822K -$2.21K -5 -0.3%
PWLP
2047
Prio Wealth Limited Partnership
Massachusetts
$821K -$31.8K -72 -4%
VDBMI
2048
Van Den Berg Management I
Texas
$821K -$11.5K -26 -1%
SC
2049
Solstein Capital
California
$820K
HHRDM
2050
H&H Retirement Design & Management
Nevada
$819K -$15.7K -35 -2%