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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 %
SB
2151
Sunflower Bank
Texas
$699K +$13.7K +31 +2%
MIM
2152
Moseley Investment Management
Florida
$699K
BMC
2153
Beaton Management Company
Massachusetts
$698K
TA
2154
TFG Advisers
Michigan
$698K -$59.1K -134 -8%
QFA
2155
Quantum Financial Advisors
California
$695K
SIC
2156
Salem Investment Counselors
North Carolina
$692K -$3.53K -8 -0.5%
LP
2157
LGL Partners
Pennsylvania
$690K +$441 +1 +0.1%
1WA
2158
180 Wealth Advisors
Washington
$687K +$50.6K +116 +8%
SP
2159
Stonebrook Private
Michigan
$687K +$40.2K +91 +6%
BFW
2160
Brady Family Wealth
Missouri
$686K
SGCA
2161
Steel Grove Capital Advisors
Tennessee
$682K -$118K -267 -15%
NRW
2162
Nova R Wealth
Kansas
$679K +$10.6K +24 +2%
AGAM
2163
Audent Global Asset Management
California
$676K -$39.7K -90 -6%
WCM
2164
WealthBridge Capital Management
Ohio
$676K -$15K -34 -2%
BFA
2165
Brown Financial Advisors
Ohio
$673K +$673K +1,526 New
Financial Engines Advisors
2166
Financial Engines Advisors
California
$673K +$102K +232 +18%
PHAM
2167
Palisades Hudson Asset Management
Florida
$666K
KCM
2168
Kathmere Capital Management
Pennsylvania
$665K +$665K +1,507 New
Tudor Investment Corp
2169
Tudor Investment Corp
Connecticut
$663K +$663K +1,503 New
PHWM
2170
Pine Harbor Wealth Management
Maryland
$663K +$882 +2 +0.1%
LCS
2171
Levin Capital Strategies
New York
$662K
PAM
2172
Paradigm Asset Management
New York
$661K +$221K +500 +50%
TA
2173
TFB Advisors
Kansas
$660K +$77.2K +175 +13%
DI
2174
Diligent Investors
California
$660K +$22.1K +50 +3%
GA
2175
Goldstein Advisors
Wisconsin
$660K