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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 %
LDB
2426
Lee, Danner & Bass
Tennessee
$429K +$429K +972 New
PPA
2427
Painted Porch Advisors
California
$429K +$5.74K +13 +1%
PA
2428
PFW Advisors
Georgia
$428K -$60.9K -138 -12%
NF
2429
Nvest Financial
New Hampshire
$427K +$27.8K +63 +7%
SWAG
2430
Spectrum Wealth Advisory Group
California
$427K
CVM
2431
Cheviot Value Management
California
$425K +$2.65K +6 +0.6%
AT
2432
Arvest Trust
Oklahoma
$425K -$359K -814 -46%
PWM
2433
Paulson Wealth Management
Illinois
$424K -$9.26K -21 -2%
CF
2434
Convergence Financial
Missouri
$424K +$71.9K +163 +20%
EHWM
2435
Eads & Heald Wealth Management
Georgia
$423K -$441 -1 -0.1%
GWM
2436
Gitterman Wealth Management
New Jersey
$423K -$225K -510 -35%
HP
2437
Hyperion Partners
Pennsylvania
$423K -$15K -34 -3%
RW
2438
RVW Wealth
California
$422K +$135K +305 +47%
RIP
2439
RAM Investment Partners
Washington
$418K -$63.9K -145 -13%
DIM
2440
DLK Investment Management
California
$417K +$417K +945 New
TAM
2441
Townsend Asset Management
North Carolina
$417K +$441 +1 +0.1%
NIC
2442
Northwest Investment Counselors
Oregon
$416K +$60.9K +138 +17%
BSC
2443
Brown Shipley & Co
United Kingdom
$416K -$864K -1,958 -68%
EC
2444
EdgeRock Capital
Colorado
$415K +$84.3K +191 +26%
UBV
2445
United Bank (Virginia)
Virginia
$415K +$7.5K +17 +2%
BDF
2446
Black Diamond Financial
Maryland
$413K +$148K +335 +56%
VP
2447
Verum Partners
North Carolina
$413K -$441 -1 -0.1%
CIAS
2448
CFS Investment Advisory Services
New Jersey
$412K +$43.7K +99 +12%
LWM
2449
Liberty Wealth Management
California
$412K +$400K +29,505 +3,204%
WDC
2450
Woodward Diversified Capital
California
$411K +$32.2K +73 +9%