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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 %
BBW
2401
Blue Barn Wealth
Utah
$445K +$21.6K +49 +5%
BAAM
2402
Baker Avenue Asset Management
California
$443K -$105K -239 -19%
ACP
2403
Aveo Capital Partners
Colorado
$442K -$336K -761 -43%
HVIA
2404
Hudson Valley Investment Advisors
New York
$441K -$16K -38 -4%
EFI
2405
EHP Funds Inc
Canada
$441K -$176K -400 -29%
KWM
2406
Kanen Wealth Management
Florida
$441K
CFM
2407
Catalyst Funds Management
Australia
$441K
LCM
2408
Lattice Capital Management
Washington
$441K +$441K +1,000 New
SIM
2409
SSI Investment Management
California
$441K
AI
2410
AdvisorShares Investments
Maryland
$441K +$22.3K +51 +5%
TPWA
2411
TRUE Private Wealth Advisors
Oregon
$440K -$29.1K -66 -6%
CMS
2412
Capital Market Strategies
Florida
$439K
WSWA
2413
Warren Street Wealth Advisors
California
$438K +$18.5K +42 +4%
FCA
2414
FinTrust Capital Advisors
South Carolina
$435K -$38.8K -88 -8%
JWBC
2415
J.W. Burns & Co
New York
$435K
CCM
2416
Consolidated Capital Management
California
$435K -$4.41K -10 -1%
CSPAM
2417
Cary Street Partners Asset Management
Virginia
$435K +$435K +986 New
IEFM
2418
IQ EQ Fund Management
Ireland
$434K -$113K -257 -21%
CPA
2419
Clear Point Advisors
New York
$433K
ML
2420
McAdam LLC
Pennsylvania
$433K +$64.8K +147 +18%
PPWM
2421
Paragon Private Wealth Management
Kentucky
$432K -$55.2K -125 -11%
VI
2422
Versor Investments
New York
$432K +$432K +980 New
PFA
2423
Pure Financial Advisors
California
$432K +$22.1K +50 +5%
AIM
2424
Avity Investment Management
Connecticut
$430K
KCM
2425
Kanawha Capital Management
Virginia
$429K +$94K +213 +28%