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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 %
WCM
2251
Wedge Capital Management
North Carolina
$569K -$49K -111 -8%
NB
2252
Northwest Bancshares
Pennsylvania
$567K
EWM
2253
Evermay Wealth Management
Virginia
$564K
SC
2254
Skylands Capital
Wisconsin
$562K -$11K -25 -2%
GL
2255
Gerber LLC
Ohio
$562K
FA
2256
Fiduciary Alliance
South Carolina
$562K +$208K +467 +59%
LGA
2257
Lebenthal Global Advisors
New York
$561K +$64.9K +147 +13%
LWM
2258
Laidlaw Wealth Management
New York
$561K
CIS
2259
Custom Index Systems
New York
$561K +$99.3K +225 +21%
BHB
2260
Bank Hapoalim BM
Israel
$561K -$42.4K -96 -7%
CAM
2261
Cidel Asset Management
Ontario, Canada
$560K
PFG
2262
Prosperity Financial Group
California
$560K +$31.3K +71 +6%
WPW
2263
Warther Private Wealth
Ohio
$558K +$308K +699 +124%
CAI
2264
Capital Advisors Inc
Oklahoma
$557K -$3.53K -8 -0.6%
TWM
2265
Trueblood Wealth Management
Ohio
$556K -$441 -1 -0.1%
CHP
2266
Cable Hill Partners
Oregon
$552K +$552K +1,252 New
LG
2267
LaFleur & Godfrey
Michigan
$551K
AC
2268
Aristides Capital
Kentucky
$551K
NERM
2269
New England Research & Management
Illinois
$551K +$551K +1,250 New
ETIA
2270
Epic Trust Investment Advisors
Washington
$549K -$50.3K -114 -8%
HB
2271
HTLF Bank
Colorado
$548K -$10.6K -24 -2%
FPCG
2272
Fort Pitt Capital Group
Pennsylvania
$548K
FSC
2273
Full Sail Capital
Oklahoma
$548K +$1.32K +3 +0.2%
SAM
2274
Summit Asset Management
Tennessee
$547K +$77.2K +175 +16%
SFS
2275
Symphony Financial Services
Ohio
$547K +$547K +1,225 New