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 %
WCWM
2351
Willow Creek Wealth Management
California
$484K -$7.94K -18 -2%
FAG
2352
Fortitude Advisory Group
Washington
$484K -$9.26K -21 -2%
KWM
2353
KFG Wealth Management
Indiana
$484K +$18.5K +42 +4%
PMSA
2354
Patrick M. Sweeney & Associates
Illinois
$482K +$2.65K +6 +0.6%
PNC
2355
Park National Corp
Ohio
$479K
CAS
2356
Coppell Advisory Solutions
Texas
$479K +$479K +1,086 New
CFS
2357
Commonwealth Financial Services
West Virginia
$477K -$49.5K -111 -9%
FIM
2358
Fernwood Investment Management
Massachusetts
$476K -$13.2K -30 -3%
BBNB
2359
Baker Boyer National Bank
Washington
$475K -$176K -400 -27%
NAMNJ
2360
NorthStar Asset Management (New Jersey)
New Jersey
$474K +$441 +1 +0.1%
CFA
2361
CWS Financial Advisors
Michigan
$473K +$4.41K +10 +0.9%
MA
2362
MCF Advisors
Kentucky
$473K
RW
2363
REDW Wealth
New Mexico
$470K -$20.7K -47 -4%
XSC
2364
X-Square Capital
Puerto Rico
$468K +$10.6K +24 +2%
BFC
2365
Bedel Financial Consulting
Indiana
$467K +$882 +2 +0.2%
CCA
2366
Catalyst Capital Advisors
New York
$466K -$474K -1,074 -50%
MCWA
2367
Meadow Creek Wealth Advisors
Georgia
$466K +$60.9K +138 +15%
SRC
2368
Sage Rhino Capital
California
$465K +$8.38K +19 +2%
CCA
2369
Conestoga Capital Advisors
Pennsylvania
$465K +$22.1K +50 +5%
AP
2370
Appleton Partners
Massachusetts
$465K -$6.61K -15 -1%
CMAI
2371
Capital Management Associates Inc
Minnesota
$462K -$26.5K -60 -5%
DTC
2372
Davidson Trust Company
Washington
$462K
MCM
2373
Mattern Capital Management
Colorado
$461K +$136K +309 +42%
IF
2374
Intrua Financial
Texas
$461K -$249K -564 -35%
MCM
2375
Moore Capital Management
New York
$461K -$2.24M -5,074 -83%