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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 %
CPL
2076
CAP Partners LLC
Tennessee
$786K +$20.7K +47 +3%
GCM
2077
Gallacher Capital Management
Colorado
$785K +$576K +1,306 +276%
LSA
2078
Lion Street Advisors
Texas
$784K -$4.85K -11 -0.6%
USWIA
2079
UP Strategic Wealth Investment Advisors
Pennsylvania
$784K +$71K +161 +10%
FCFC
2080
First Commonwealth Financial Corp
Pennsylvania
$783K +$81.6K +185 +12%
CCA
2081
Cottonwood Capital Advisors
Utah
$780K -$48.5K -109 -6%
DA
2082
Detalus Advisors
Missouri
$777K +$22.9K +52 +3%
SC
2083
Summa Corp
Texas
$776K +$9.71K +22 +1%
NL
2084
NWAM LLC
Washington
$770K +$38.4K +87 +5%
FWM
2085
Forza Wealth Management
Florida
$770K
BAM
2086
Brave Asset Management
New Jersey
$769K
MMPW
2087
Mitchell McLeod Pugh & Williams
Alabama
$768K
KC
2088
Knuff & Co
California
$768K
JWM
2089
Janiczek Wealth Management
Colorado
$767K -$64K -145 -8%
LIA
2090
LBMC Investment Advisors
Tennessee
$766K
RPWA
2091
Regent Peak Wealth Advisors
Georgia
$764K +$21.2K +48 +3%
AAM
2092
Augustine Asset Management
Florida
$763K
1CP
2093
17 Capital Partners
Arizona
$763K +$19.9K +45 +3%
NA
2094
Navellier & Associates
Nevada
$762K
JSL
2095
JT Stratford LLC
Georgia
$761K +$180K +409 +31%
BPWM
2096
Badgley Phelps Wealth Managers
Washington
$761K +$48.5K +110 +7%
TIA
2097
Traphagen Investment Advisors
New Jersey
$761K -$63.5K -144 -8%
PA
2098
PSI Advisors
Florida
$761K -$29.5K -67 -4%
WAM
2099
Werlinich Asset Management
Connecticut
$761K +$17.7K +40 +2%
MWA
2100
Midland Wealth Advisors
Illinois
$756K -$34.4K -78 -4%