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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 %
WP
2376
Westmount Partners
California
$460K +$18.4K +42 +4%
PIM
2377
Pullen Investment Management
Florida
$460K -$11.5K -26 -2%
WDG
2378
Wealth Dimensions Group
Ohio
$460K -$13.2K -30 -3%
PWP
2379
Phillips Wealth Planners
Mississippi
$460K -$26K -60 -5%
MWM
2380
Modern Wealth Management
Kansas
$459K +$49.4K +112 +12%
LF
2381
Lantz Financial
Illinois
$457K -$12.8K -29 -3%
SWA
2382
Sax Wealth Advisors
New Jersey
$457K +$457K +1,037 New
RFN
2383
Redwood Financial Network
Ohio
$457K
AFA
2384
American Financial Advisors
Georgia
$455K
C
2385
CEDRUS
Colorado
$453K -$21.2K -48 -4%
GAM
2386
Grandview Asset Management
Pennsylvania
$453K -$18.1K -41 -4%
NPF
2387
Norris Perne & French
Michigan
$452K +$29.1K +66 +7%
SAG
2388
Spotlight Asset Group
Illinois
$451K
FCMC
2389
Founders Capital Management (Connecticut)
Connecticut
$451K
DAL
2390
Delta Accumulation LLC
California
$450K +$441 +1 +0.1%
RA
2391
Rise Advisors
New York
$450K +$441 +1 +0.1%
HB
2392
Horizon Bancorp
Indiana
$449K +$40.6K +92 +10%
JFG
2393
JMG Financial Group
Illinois
$449K -$123K -279 -22%
BCG
2394
Breakwater Capital Group
New Jersey
$448K +$6.18K +14 +1%
GAM
2395
Gemmer Asset Management
California
$448K -$15.4K -35 -3%
EFG
2396
Embree Financial Group
Illinois
$448K -$10.6K -24 -2%
DW
2397
Durante & Waters
New York
$446K +$5.29K +12 +1%
CIS
2398
Continental Investors Services
Washington
$446K +$882 +2 +0.2%
AHL
2399
Abel Hall LLC
Louisiana
$446K +$31.3K +71 +8%
RFG
2400
Range Financial Group
Oregon
$446K +$35.7K +81 +9%