MA icon

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 %
TNA
2201
True North Advisors
Texas
$627K +$13.2K +30 +2%
ACM
2202
AlphaStar Capital Management
North Carolina
$627K +$51.2K +116 +9%
TW
2203
Traveka Wealth
California
$626K +$11.9K +27 +2%
ACP
2204
Arcus Capital Partners
Georgia
$624K +$100K +227 +19%
APA
2205
Astoria Portfolio Advisors
New York
$623K +$2.65K +6 +0.4%
AWA
2206
Amplius Wealth Advisors
Pennsylvania
$623K
WFMPM
2207
Woodley Farra Manion Portfolio Management
Indiana
$622K -$13.7K -31 -2%
SDWIA
2208
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$619K
SW
2209
SkyOak Wealth
Michigan
$618K
WWP
2210
Walden Wealth Partners
Ohio
$615K
FFG
2211
Fortem Financial Group
California
$615K
WFA
2212
Wellspring Financial Advisors
Ohio
$612K +$117K +266 +24%
SVWAG
2213
Sound View Wealth Advisors Group
Georgia
$610K +$2.21K +5 +0.4%
LA
2214
Latitude Advisors
Florida
$609K -$3.09K -7 -0.5%
BFS
2215
Baskin Financial Services
Ontario, Canada
$609K -$6.62K -15 -1%
TFO
2216
Tarbox Family Office
California
$609K
RMAM
2217
Raab & Moskowitz Asset Management
New Jersey
$608K -$64.9K -147 -10%
AWAP
2218
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$607K -$42.4K -96 -7%
FFA
2219
Fragasso Financial Advisors
Pennsylvania
$606K +$34K +77 +6%
DOA
2220
D'Orazio & Associates
Virginia
$605K +$7.94K +18 +1%
PIC
2221
Portland Investment Counsel
Ontario, Canada
$601K -$4.85K -11 -0.8%
CPSAC
2222
Chas P. Smith & Associates (CPS)
Florida
$601K +$441 +1 +0.1%
GCIM
2223
Gunn & Company Investment Management
Florida
$601K +$601K +1,363 New
NWA
2224
New World Advisors
Massachusetts
$600K +$28.7K +65 +5%
CPRC
2225
Consolidated Portfolio Review Corp
New York
$600K +$128K +290 +27%