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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 %
SWS
1001
SYSTM Wealth Solutions
Illinois
$6.49M -$78K -162 -1%
AWM
1002
Axxcess Wealth Management
California
$6.49M -$1.4M -2,908 -18%
LNC
1003
Lincoln National Corp
Pennsylvania
$6.48M +$393K +816 +6%
IRAG
1004
Investment Research & Advisory Group
Georgia
$6.48M +$58.3K +121 +0.9%
STA
1005
Summit Trail Advisors
New York
$6.45M +$688K +1,429 +12%
OCM
1006
One Capital Management
California
$6.41M -$536K -1,114 -8%
PE
1007
Point72 Europe
United Kingdom
$6.4M -$1.93M -4,014 -23%
Walleye Capital
1008
Walleye Capital
New York
$6.4M +$6.4M +13,284 New
DAM
1009
Deltec Asset Management
New York
$6.39M
TC
1010
Trium Capital
United Kingdom
$6.39M -$981K -2,037 -13%
GPI
1011
General Partner Inc
Pennsylvania
$6.38M +$28.4K +59 +0.4%
HWAM
1012
Hennion & Walsh Asset Management
New Jersey
$6.36M +$105K +219 +2%
BMCM
1013
Bryn Mawr Capital Management
Pennsylvania
$6.36M -$169K -351 -3%
VCA
1014
Verdence Capital Advisors
Maryland
$6.34M -$108K -224 -2%
CG
1015
CFO4Life Group
Texas
$6.31M -$61.6K -128 -1%
CIM
1016
Chiron Investment Management
New York
$6.31M +$2.54M +5,280 +68%
MC
1017
Mayar Capital
United Kingdom
$6.31M -$949K -1,970 -13%
CQS
1018
Credential Qtrade Securities
$6.3M +$118K +246 +2%
LIM
1019
Leavell Investment Management
Alabama
$6.29M +$466K +968 +8%
AUB
1020
Atlantic Union Bankshares
Virginia
$6.28M +$445K +924 +8%
WPP
1021
Whalerock Point Partners
Rhode Island
$6.26M -$3.85K -8 -0.1%
IAS
1022
Insigneo Advisory Services
Florida
$6.26M +$977K +2,028 +18%
AFCM
1023
Alta Fox Capital Management
Texas
$6.26M +$4.24M +8,800 +210%
LMIM
1024
Lockheed Martin Investment Management
Maryland
$6.25M +$1.59M +3,680 +34%
WG
1025
Welch Group
Alabama
$6.25M +$184K +383 +3%