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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 %
TCM
2276
Tanaka Capital Management
New York
$545K
CPM
2277
Connective Portfolio Management
New York
$545K
LSIA
2278
LaSalle St. Investment Advisors
Illinois
$544K +$170K +386 +46%
GFA
2279
Gallagher Fiduciary Advisors
Illinois
$542K +$3.09K +7 +0.6%
DDPIC
2280
Deroy & Devereaux Private Investment Counsel
Michigan
$541K
RP
2281
Riverwater Partners
Wisconsin
$540K -$15.4K -35 -3%
EWA
2282
ERTS Wealth Advisors
Michigan
$540K -$441 -1 -0.1%
FCAS
2283
First Command Advisory Services
Texas
$537K -$4.41K -10 -0.8%
KBFS
2284
Kohmann Bosshard Financial Services
Ohio
$536K
SFC
2285
SYM Financial Corp
Indiana
$535K +$321K +728 +150%
WCA
2286
Westover Capital Advisors
Delaware
$535K
PW
2287
Peninsula Wealth
California
$533K +$1.32K +3 +0.2%
GHA
2288
Granite Harbor Advisors
Texas
$532K +$1.77K +4 +0.3%
GPA
2289
Guerra Pan Advisors
New Jersey
$531K +$60K +136 +13%
EB
2290
Exchange Bank
California
$531K -$5.74K -13 -1%
RW
2291
Rede Wealth
Virginia
$530K -$882 -2 -0.2%
TA
2292
TruWealth Advisors
Louisiana
$529K +$4.85K +11 +0.9%
VAF
2293
Values Added Financial
District of Columbia
$529K -$18.5K -42 -3%
MSCM
2294
McElhenny Sheffield Capital Management
Texas
$528K -$20.7K -47 -4%
AWM
2295
Aries Wealth Management
Maine
$528K
ZIC
2296
ZWJ Investment Counsel
Georgia
$525K +$41.9K +95 +9%
SVCP
2297
Silicon Valley Capital Partners
California
$525K +$441 +1 +0.1%
VCP
2298
Verus Capital Partners
Arizona
$524K +$7.5K +17 +1%
TWM
2299
Tradition Wealth Management
Minnesota
$524K +$1.32K +3 +0.3%
AAM
2300
Aureus Asset Management
Massachusetts
$524K -$4.41K -10 -0.8%