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Mastercard

3,093 hedge funds and large institutions have $342B invested in Mastercard in 2024 Q1 according to their latest regulatory filings, with 221 funds opening new positions, 1,217 increasing their positions, 1,208 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,093
Holders Change
+79
Holders Change %
+2.62%
% of All Funds
44.84%
Holding in Top 10
316
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.94%
% of All Funds
4.58%
New
221
Increased
1,217
Reduced
1,208
Closed
102
Calls
$3.17B
Puts
$3.62B
Net Calls
-$455M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Shares
Change %
ICM
3176
Intrepid Capital Management
Florida
-$135K -316 Closed
GWMIA
3177
Global Wealth Management Investment Advisory
Florida
-$134K -315 Closed
MSWM
3178
McGlone Suttner Wealth Management
Wisconsin
-$130K -305 Closed
GG
3179
Greenwood Gearhart
Arkansas
-$128K -300 Closed
RIM
3180
Rockbridge Investment Management
New York
-$108K -254 Closed
EC
3181
EntryPoint Capital
New York
-$46.5K -109 Closed
LIWM
3182
Long Island Wealth Management
New York
-$43K -101 Closed
FWM
3183
Focused Wealth Management
New York
-$35.3K -83 Closed
WTG
3184
West Tower Group
Virginia
-$33.7K -79 Closed
FPFS
3185
First Personal Financial Services
North Carolina
-$33.3K -78 Closed
QL
3186
Quarry LP
New York
-$29.4K -69 Closed
LTI
3187
Laffer Tengler Investments
Tennessee
-$15.8K -37 Closed
BWM
3188
BKM Wealth Management
Wisconsin
-$15.4K -36 Closed
CFS
3189
CGC Financial Services
Oregon
-$14.9K -35 Closed
CIR
3190
Clear Investment Research
Georgia
-$12.4K -29 Closed
MDCM
3191
Morgan Dempsey Capital Management
Wisconsin
-$8.96K -21 Closed
NFA
3192
Northwest Financial Advisors
Virginia
-$7.68K -18 Closed
TC
3193
Truvestments Capital
Florida
-$7.68K -18 Closed
PCTC
3194
Perkins Coie Trust Company
Washington
-$5.54K -13 Closed
LFA
3195
Level Financial Advisors
New York
-$2.14K -5 Closed