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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
44.83%
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 %
WAC
901
William Allan Corp
Colorado
$8.08M -$31.3K -65 -0.4%
OCAM
902
Onex Canada Asset Management
Ontario, Canada
$8.05M -$714K -1,482 -8%
SFS
903
Sowell Financial Services
Arkansas
$8.02M -$1.12M -2,327 -12%
RBFC
904
Roman Butler Fullerton & Co
Missouri
$8M +$93.6K +205 +1%
IWC
905
Integrated Wealth Concepts
Massachusetts
$7.99M +$1.17M +2,424 +17%
QPBE
906
Quintet Private Bank (Europe)
Luxembourg
$7.97M -$1.45M -2,632 -15%
First Manhattan
907
First Manhattan
New York
$7.87M +$238K +495 +3%
IAN
908
Integrated Advisors Network
Texas
$7.86M -$13K -27 -0.2%
ANBTV
909
American National Bank & Trust (Virginia)
Virginia
$7.84M +$7.84M +16,280 New
CA
910
Clearstead Advisors
Ohio
$7.83M +$120K +263 +2%
VIP
911
Vantage Investment Partners
Missouri
$7.83M -$538K -1,116 -6%
WIC
912
Willis Investment Counsel
Georgia
$7.82M +$83.3K +173 +1%
LW
913
Linscomb Wealth
Texas
$7.82M +$164K +341 +2%
CCM
914
Condor Capital Management
New Jersey
$7.82M -$179K -371 -2%
SIM
915
Stratos Investment Management
Ohio
$7.79M +$319K +663 +4%
CFG
916
Cambridge Financial Group
Ohio
$7.77M -$96.3K -200 -1%
AIS
917
American Investment Services
Massachusetts
$7.71M +$10.6K +22 +0.1%
DBG
918
De Burlo Group
Massachusetts
$7.69M -$12.4M -25,810 -62%
AWM
919
Affinity Wealth Management
Delaware
$7.64M +$29.4K +61 +0.4%
CI
920
Conning Inc
Connecticut
$7.61M -$235K -488 -3%
CAL
921
Capital Analysts LLC
Pennsylvania
$7.61M -$143K -296 -2%
EWA
922
EP Wealth Advisors
California
$7.6M -$158K -329 -2%
GAAM
923
Guinness Atkinson Asset Management
California
$7.6M
CWM
924
CMH Wealth Management
New Hampshire
$7.52M -$594K -1,233 -7%
PWMAG
925
Pinnacle Wealth Management Advisory Group
New Jersey
$7.52M -$209K -433 -3%