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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 %
FM
2301
Foster & Motley
Ohio
$523K +$73.2K +166 +16%
WPWM
2302
Western Pacific Wealth Management
Illinois
$523K -$7.5K -17 -1%
SAF
2303
Smith Anglin Financial
Texas
$523K -$22.9K -52 -4%
DA
2304
DCM Advisors
New York
$522K +$27.3K +62 +6%
FP
2305
Financial Perspectives
Minnesota
$522K
CIA
2306
Citadel Investment Advisory
Ohio
$521K
SBWIC
2307
Schaper Benz & Wise Investment Counsel
Wisconsin
$520K +$19K +43 +4%
CA
2308
Centerpoint Advisors
Massachusetts
$519K
KMWM
2309
Keudell/Morrison Wealth Management
Oregon
$519K +$6.62K +15 +1%
MWM
2310
MBE Wealth Management
Wisconsin
$518K +$2.65K +6 +0.5%
CCWM
2311
Cassaday & Co Wealth Management
Virginia
$518K +$33.1K +75 +7%
JHCP
2312
Jackson Hole Capital Partners
Oklahoma
$518K
TA
2313
Townsend & Associates
Colorado
$518K -$40.8K -93 -7%
HIM
2314
Hillsdale Investment Management
Ontario, Canada
$517K -$17.6K -40 -3%
APWA
2315
Atlas Private Wealth Advisors
New Jersey
$515K +$258K +584 +100%
SIC
2316
Sterling Investment Counsel
New York
$515K -$307K -695 -37%
CYG
2317
Clean Yield Group
Vermont
$515K -$4.41K -10 -0.8%
SPIO
2318
Seven Post Investment Office
California
$514K
HFM
2319
Hartford Financial Management
Connecticut
$513K
NL
2320
Navalign LLC
California
$513K -$7.06K -16 -1%
NWWA
2321
New Wave Wealth Advisors
Arkansas
$513K +$513K +1,162 New
LWM
2322
Lodestone Wealth Management
Washington
$511K +$34.4K +78 +7%
PCM
2323
Prelude Capital Management
New York
$511K +$511K +1,158 New
HPG
2324
Harvest Portfolios Group
Ontario, Canada
$510K -$129K -293 -20%
FWA
2325
FSM Wealth Advisors
Ohio
$508K -$4.41K -10 -0.9%