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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 %
SIG
926
Stonegate Investment Group
Alabama
$7.48M +$484K +1,004 +7%
TYCC
927
Texas Yale Capital Corp
Florida
$7.46M -$147K -306 -2%
GQG Partners
928
GQG Partners
Florida
$7.46M -$7.21M -14,976 -49%
SIA
929
Schechter Investment Advisors
Michigan
$7.45M +$2.78M +5,767 +59%
EH
930
Equitable Holdings
New York
$7.44M +$166K +344 +2%
HR
931
Howe & Rusling
New York
$7.43M +$164K +341 +2%
JF
932
Jump Financial
Illinois
$7.43M +$4.7M +9,762 +172%
TF
933
Talbot Financial
Washington
$7.4M +$133K +276 +2%
SW
934
SlateStone Wealth
Florida
$7.4M +$2.99M +6,213 +68%
HWM
935
HB Wealth Management
Georgia
$7.39M +$708K +1,470 +11%
AI
936
AXS Investments
New York
$7.38M +$52.5K +109 +0.7%
ACM
937
Ayrshire Capital Management
Connecticut
$7.36M -$71.3K -148 -1%
KOC
938
Koss-Olinger Consulting
Florida
$7.36M +$7.36M +15,288 New
PGWM
939
Parisi Gray Wealth Management
New Jersey
$7.28M +$37.6K +78 +0.5%
MS
940
Marshall & Sullivan
Washington
$7.27M -$87.6K -182 -1%
SCP
941
Shorepoint Capital Partners
Massachusetts
$7.27M -$734K -1,525 -9%
PGFC
942
Peapack-Gladstone Financial Corp
New Jersey
$7.26M -$32.3K -67 -0.4%
PWG
943
Portside Wealth Group
Utah
$7.24M -$392K -815 -5%
AC
944
Addenda Capital
Quebec, Canada
$7.24M -$20.2K -42 -0.3%
WF
945
Welch & Forbes
Massachusetts
$7.23M -$12.5K -26 -0.2%
SC
946
Savant Capital
Illinois
$7.21M -$1.08M -2,233 -13%
NIMI
947
Natixis Investment Managers International
France
$7.21M -$317K -658 -4%
VSQM
948
V-Square Quantitative Management
Illinois
$7.19M +$1.62M +3,373 +29%
CAG
949
Crestwood Advisors Group
Massachusetts
$7.18M +$666K +1,382 +10%
PCM
950
Poehling Capital Management
Wisconsin
$7.17M +$6.26K +13 +0.1%