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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 %
MPW
2226
MGO Private Wealth
California
$599K
EAM
2227
Empirical Asset Management
Massachusetts
$599K -$157K -1,659 -21%
FNWA
2228
Financial Network Wealth Advisors
Utah
$598K +$68K +154 +13%
MFG
2229
Midwest Financial Group
Kansas
$598K +$441 +1 +0.1%
AWM
2230
Alterna Wealth Management
Texas
$597K
GIP
2231
Granite Investment Partners
California
$597K
BAM
2232
BOS Asset Management
Illinois
$596K -$11K -25 -2%
BFO
2233
Boston Family Office
Massachusetts
$596K
DSN
2234
D. Scott Neal
Kentucky
$596K -$6.62K -15 -1%
CIP
2235
Convergence Investment Partners
Florida
$594K -$14.1K -32 -2%
VC
2236
Veery Capital
Delaware
$592K -$2.21K -5 -0.4%
HKIM
2237
Hayek Kallen Investment Management
Alabama
$590K +$8.82K +20 +2%
BI
2238
BlueSpruce Investments
Illinois
$589K +$589K +1,336 New
CPA
2239
Cardiff Park Advisors
California
$588K +$23.8K +54 +4%
MC
2240
Matisse Capital
Oregon
$586K
AA
2241
Advisory Alpha
Michigan
$584K +$145K +328 +33%
S
2242
Sunpointe
Missouri
$584K +$9.26K +21 +2%
UAML
2243
US Asset Management LLC
Pennsylvania
$581K -$6.17K -14 -1%
PWM
2244
Proathlete Wealth Management
Florida
$581K +$441 +1 +0.1%
FWP
2245
Firethorn Wealth Partners
Georgia
$580K +$25.2K +57 +5%
AFP
2246
Ausdal Financial Partners
Iowa
$576K +$35.3K +80 +7%
T
2247
TOBAM
France
$576K -$188K -425 -25%
GF
2248
Gries Financial
Ohio
$574K -$1.03M -2,337 -64%
CAM
2249
Claret Asset Management
Quebec, Canada
$571K +$32.7K +74 +6%
MW
2250
MBL Wealth
North Carolina
$571K +$441 +1 +0.1%