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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 %
DWM
1101
Dynasty Wealth Management
Florida
$5.21M +$5.21M +10,811 New
BPGAM
1102
BTG Pactual Global Asset Management
Bermuda
$5.2M +$3.01M +6,254 +138%
NED
1103
Nancy E. Dempze
$5.19M +$7.71K +16 +0.1%
FNA
1104
First National Advisers
Nebraska
$5.18M +$752K +1,693 +17%
BPCA
1105
Bank Pictet & Cie (Asia)
Singapore
$5.16M -$17.8M -36,900 -78%
RWP
1106
RWA Wealth Partners
Massachusetts
$5.13M -$32.7K -68 -0.6%
AFG
1107
Atomi Financial Group
New York
$5.12M +$1.42M +2,939 +38%
FCIM
1108
Fairview Capital Investment Management
California
$5.11M +$253K +525 +5%
BOC
1109
Barbara Oil Co
Illinois
$5.1M
SLG
1110
Stanley-Laman Group
Pennsylvania
$5.1M -$317K -659 -6%
VCWA
1111
Vanguard Capital Wealth Advisors
Colorado
$5.1M +$7.22K +15 +0.1%
GGS
1112
Galvin Gaustad & Stein
Arizona
$5.05M -$375K -779 -7%
NFC
1113
Northeast Financial Consultants
Connecticut
$5.02M +$76.1K +158 +2%
KIG
1114
Kennedy Investment Group
New Jersey
$5.02M -$163K -339 -3%
ACP
1115
Aviance Capital Partners
Florida
$5.01M +$2.29M +4,750 +84%
IIA
1116
ICW Investment Advisors
Arizona
$5.01M -$26K -54 -0.5%
LIP
1117
Lighthouse Investment Partners
Florida
$5M +$2.11M +4,379 +73%
EGM
1118
Engineers Gate Manager
New York
$4.99M +$4.73M +9,832 +1,838%
PFS
1119
Prospera Financial Services
Texas
$4.95M +$278K +577 +6%
PWCM
1120
Processus Wealth & Capital Management
Tennessee
$4.95M +$668K +1,388 +16%
DS
1121
DRW Securities
Illinois
$4.94M -$141K -293 -3%
WWM
1122
Western Wealth Management
Colorado
$4.94M +$10.6K +22 +0.2%
SXL
1123
Summit X LLC
Missouri
$4.93M +$48.7K +101 +1%
BCFD
1124
Boit C.F. David
$4.92M
WJWM
1125
Williams Jones Wealth Management
New York
$4.92M +$62.6K +130 +1%