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 %
NFGCM
876
Norman Fields Gottscho Capital Management
New York
$8.59M
IIC
877
Ironwood Investment Counsel
Arizona
$8.58M +$53.5K +111 +0.6%
HCA
878
Harbor Capital Advisors
Illinois
$8.57M -$1.51M -3,144 -15%
CT
879
Coastline Trust
Rhode Island
$8.56M +$812K +1,686 +10%
BWL
880
Bogart Wealth LLC
Virginia
$8.54M +$294K +611 +4%
SC
881
Saybrook Capital
North Carolina
$8.54M -$53K -110 -0.6%
TCBWMS
882
Texas Capital Bank Wealth Management Services
Texas
$8.52M -$1.08M -2,237 -11%
MFG
883
Merit Financial Group
Georgia
$8.52M +$4.75M +10,716 +126%
HZ
884
Hixon Zuercher
Ohio
$8.5M +$183K +381 +2%
JEST
885
JTC Employer Solutions Trustee
Jersey
$8.49M
SSA
886
South Street Advisors
New York
$8.48M -$502K -1,043 -6%
IAM
887
Infusive Asset Management
New York
$8.42M +$9.15K +19 +0.1%
P
888
Pitcairn
Pennsylvania
$8.41M +$237K +492 +3%
HBT
889
Hills Bank & Trust
Iowa
$8.4M -$106K -220 -1%
SW
890
SVB Wealth
Massachusetts
$8.38M -$637K -1,322 -7%
PAM
891
Pegasus Asset Management
New York
$8.37M +$8.19K +17 +0.1%
RWM
892
Ritholtz Wealth Management
New York
$8.36M +$213K +442 +3%
TPCW
893
TD Private Client Wealth
New York
$8.34M +$371K +771 +5%
KWMG
894
King Wealth Management Group
Florida
$8.33M -$123K -256 -1%
HCMT
895
Highland Capital Management (Tennessee)
Tennessee
$8.29M +$14.4K +30 +0.2%
HA
896
Herold Advisors
New York
$8.27M -$14K -29 -0.2%
VIM
897
Vancity Investment Management
British Columbia, Canada
$8.22M -$422K -877 -5%
USCWA
898
U.S. Capital Wealth Advisors
Texas
$8.14M -$473K -983 -5%
TPA
899
Trivium Point Advisory
Connecticut
$8.13M +$104K +216 +1%
DCM
900
Donaldson Capital Management
Indiana
$8.11M +$683K +1,418 +9%