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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 %
BIM
2126
Baldwin Investment Management
Pennsylvania
$723K
CWA
2127
Clarity Wealth Advisors
California
$722K +$882 +2 +0.1%
WKSWA
2128
White Knight Strategic Wealth Advisors
New Jersey
$719K
WI
2129
WBI Investments
New Jersey
$719K +$719K +1,629 New
MAM
2130
McLean Asset Management
Virginia
$718K -$39K -90 -5%
RWA
2131
Redhawk Wealth Advisors
Minnesota
$718K -$71K -161 -9%
HPM
2132
Hoxton Planning & Management
West Virginia
$717K -$4.85K -11 -0.7%
AA
2133
Auxano Advisors
Washington
$716K +$34.4K +78 +5%
TAM
2134
Taurus Asset Management
New York
$716K -$22.1K -50 -3%
MKC
2135
M. Kraus & Co
Vermont
$715K
WI
2136
Wedgewood Investors
Pennsylvania
$715K +$715K +1,620 New
MIC
2137
Means Investment Company
Maine
$714K -$21.6K -49 -3%
CCP
2138
Cassia Capital Partners
North Carolina
$713K +$15K +34 +2%
DMBA
2139
Deseret Mutual Benefit Administrators
Utah
$712K +$25.1K +57 +4%
AWE
2140
Avidian Wealth Enterprises
Texas
$712K +$291K +660 +69%
SAM
2141
SignalPoint Asset Management
Missouri
$711K
HNWAG
2142
High Net Worth Advisory Group
Florida
$711K
CT
2143
ClearAlpha Technologies
Connecticut
$709K +$271K +614 +62%
SL
2144
Salomon & Ludwin
Virginia
$709K -$87.4K -198 -11%
PSC
2145
Prentiss Smith & Co
Vermont
$708K
TCWM
2146
Total Clarity Wealth Management
Illinois
$706K -$49.9K -113 -7%
SFO
2147
Stokes Family Office
Louisiana
$706K +$85.1K +193 +14%
RFA
2148
Resurgent Financial Advisors
Georgia
$704K -$3.97K -9 -0.6%
ZF
2149
Zhang Financial
Michigan
$701K +$1.32K +3 +0.2%
FCA
2150
FLC Capital Advisors
California
$700K