MA icon

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
44.83%
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 %
EWA
526
Exencial Wealth Advisors
Oklahoma
$29.3M +$356K +740 +1%
SDIC
527
South Dakota Investment Council
South Dakota
$29.2M -$1.11M -2,300 -4%
IC
528
IEQ Capital
California
$29.1M +$1.58M +3,291 +6%
AA
529
ALPS Advisors
Colorado
$29.1M -$432K -897 -1%
TCOV
530
Trust Company of Vermont
Vermont
$29.1M +$311K +645 +1%
TGCMU
531
Titan Global Capital Management USA
New York
$28.9M +$42.4K +88 +0.1%
AWS
532
Atria Wealth Solutions
New York
$28.9M -$544K -1,129 -2%
SAI
533
Systematic Alpha Investments
New Jersey
$28.8M
SC
534
SouthState Corp
Florida
$28.8M +$630K +1,308 +2%
CP
535
Cumberland Partners
Ontario, Canada
$28.7M +$17.9M +37,131 +165%
AWM
536
AE Wealth Management
Kansas
$28.6M -$6.47M -13,444 -18%
WSFS
537
Wilmington Savings Fund Society
Delaware
$28.3M +$28.3M +58,697 New
AFCM
538
Applied Finance Capital Management
Puerto Rico
$28.3M +$3.68M +7,648 +15%
PMAM
539
Picton Mahoney Asset Management
Ontario, Canada
$28.2M -$2.13M -4,422 -7%
GLA
540
Great Lakes Advisors
Illinois
$27.7M -$35.6K -74 -0.1%
VA
541
Vident Advisory
Georgia
$27.7M +$3.4M +7,061 +14%
Connor, Clark & Lunn Investment Management (CC&L)
542
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$27.7M +$24.6M +51,156 +808%
NIG
543
NFJ Investment Group
Texas
$27.4M -$522K -1,084 -2%
KWM
544
Kingsview Wealth Management
Oregon
$27.1M +$2.03M +4,222 +8%
MFIM
545
Mesirow Financial Investment Management
Illinois
$27.1M +$4M +8,297 +17%
BPA
546
Beacon Pointe Advisors
California
$27.1M -$3.07M -6,374 -10%
BCM
547
Bridgeway Capital Management
Texas
$26.9M +$479K +995 +2%
FNBT
548
FineMark National Bank & Trust
Florida
$26.7M +$113K +234 +0.4%
LCAM
549
London & Capital Asset Management
United Kingdom
$26.6M +$776K +1,611 +3%
CTA
550
Chesley Taft & Associates
Illinois
$26.5M -$1.67M -3,466 -6%