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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 %
SFA
2451
Source Financial Advisors
New York
$410K +$4.41K +10 +1%
GBWM
2452
Granite Bay Wealth Management
New Hampshire
$410K -$22.1K -50 -5%
MPI
2453
Mairs & Power Inc
Minnesota
$408K -$154K -350 -27%
RPCONE
2454
Retirement Planning Company of New England
Rhode Island
$406K +$441 +1 +0.1%
LD
2455
Lipe & Dalton
New York
$405K +$7.51K +17 +2%
PL
2456
Parthenon LLC
Kentucky
$405K
EL
2457
EWA LLC
Pennsylvania
$403K +$86.2K +195 +27%
GWCM
2458
Godshalk Welsh Capital Management
Pennsylvania
$403K
CA
2459
Calton & Associates
Florida
$403K -$17.6K -40 -4%
PPW
2460
Parcion Private Wealth
Washington
$401K +$3.09K +7 +0.8%
HWP
2461
Hibernia Wealth Partners
Louisiana
$400K +$400K +906 New
LBC
2462
Lowe Brockenbrough & Co
Virginia
$398K -$26.5K -60 -6%
OC
2463
Oarsman Capital
Wisconsin
$398K +$19.9K +45 +5%
FG
2464
Foster Group
Iowa
$398K +$46.8K +106 +13%
HOWA
2465
Heritage Oak Wealth Advisors
Florida
$397K +$397K +901 New
NC
2466
nVerses Capital
Florida
$397K +$397K +900 New
AWG
2467
Altus Wealth Group
Colorado
$397K +$18.5K +42 +5%
CFSG
2468
Community Financial Services Group
Vermont
$397K -$70.6K -160 -15%
PFWA
2469
Paces Ferry Wealth Advisors
Georgia
$395K +$5.3K +12 +1%
ZIG
2470
Zullo Investment Group
Pennsylvania
$394K +$31.8K +72 +9%
SC
2471
Saiph Capital
New Jersey
$394K -$3.09K -7 -0.8%
HA
2472
Harfst & Associates
Wyoming
$394K -$44.1K -100 -10%
OWM
2473
Orgel Wealth Management
Wisconsin
$394K +$40.1K +91 +11%
HA
2474
Hamel Associates
New Jersey
$392K +$19.9K +45 +5%
LWA
2475
Lineweaver Wealth Advisors
Ohio
$390K -$60.7K -137 -13%