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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 %
TSWM
2176
Triangle Securities Wealth Management
North Carolina
$660K -$22.9K -52 -3%
CCFM
2177
Clear Creek Financial Management
Washington
$659K +$28.2K +64 +4%
SWM
2178
Salvus Wealth Management
New Jersey
$659K +$31.8K +72 +5%
PSCM
2179
Per Stirling Capital Management
Texas
$657K
TFIPS
2180
Towarzystwo Funduszy Inwestycyjnych PZU SA
$655K +$19.9K +45 +3%
PCG
2181
Prosperity Consulting Group
Maryland
$655K -$92.6K -210 -12%
LFG
2182
Larson Financial Group
Missouri
$654K -$2.21K -5 -0.3%
MFC
2183
Morris Financial Concepts
South Carolina
$654K
SGK
2184
Steigerwald Gordon & Koch
Virginia
$652K +$441 +1 +0.1%
RCA
2185
Ranch Capital Advisors
Florida
$652K +$7.94K +18 +1%
AWM
2186
Atticus Wealth Management
Florida
$652K -$113K -256 -15%
WA
2187
Wealth Architects
California
$652K +$2.65K +6 +0.4%
TWP
2188
Triad Wealth Partners
Kansas
$650K +$286K +648 +78%
IWP
2189
Invenio Wealth Partners
Florida
$650K -$98.4K -223 -13%
RHAM
2190
Round Hill Asset Management
California
$649K
JIC
2191
Joel Isaacson & Co
New York
$644K +$80.7K +183 +14%
GJWM
2192
Gilliland Jeter Wealth Management
Arkansas
$644K
AAS
2193
Annex Advisory Services
Wisconsin
$640K +$144K +326 +29%
MFG
2194
Magnus Financial Group
New York
$640K +$441 +1 +0.1%
OWA
2195
Outlook Wealth Advisors
Texas
$639K +$7.5K +17 +1%
KFI
2196
Key Financial Inc
Pennsylvania
$639K +$141K +319 +28%
MI
2197
Motiv8 Investments
Florida
$639K +$25.1K +57 +4%
JA
2198
JVL Associates
Michigan
$635K +$441 +1 +0.1%
BAM
2199
Berkshire Asset Management
Pennsylvania
$630K +$109K +246 +21%
VC
2200
Vicus Capital
Pennsylvania
$628K -$161K -364 -20%