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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 %
AFC
1126
AFT Forsyth & Company
Florida
$4.89M -$234K -485 -5%
OIS
1127
Okabena Investment Services
Minnesota
$4.89M -$515K -1,069 -10%
SPC
1128
Sigma Planning Corp
Michigan
$4.88M +$2.7M +5,604 +124%
NG
1129
Norden Group
Utah
$4.84M +$985K +2,046 +26%
RFA
1130
ROI Financial Advisors
Oregon
$4.83M -$66.9K -139 -1%
CTC (Chicago Trading Company)
1131
CTC (Chicago Trading Company)
Illinois
$4.83M +$4.83M +10,025 New
RWM
1132
Rench Wealth Management
Texas
$4.82M +$4.82M +10,011 New
HP
1133
Hikari Power
Japan
$4.82M
WC
1134
Winmill & Co
New York
$4.82M
M2MC
1135
Matthew 25 Management Corp
Pennsylvania
$4.82M
TAM
1136
Telemark Asset Management
Massachusetts
$4.82M
AT
1137
American Trust
Kentucky
$4.81M +$522K +1,083 +12%
NP
1138
NorthRock Partners
Minnesota
$4.81M +$292K +607 +6%
IWM
1139
IHT Wealth Management
Illinois
$4.81M -$384K -797 -7%
IFWM
1140
Institute for Wealth Management
Colorado
$4.79M -$92.9K -193 -2%
MSK
1141
Melissa S. Kampmann
$4.78M -$144K -300 -3%
MWM
1142
Modera Wealth Management
New Jersey
$4.78M +$204K +424 +4%
NC
1143
NovaPoint Capital
Georgia
$4.77M -$377K -783 -7%
BBNA
1144
Bremer Bank National Association
Minnesota
$4.76M +$366K +761 +8%
AWAU
1145
Alliance Wealth Advisors (Utah)
Utah
$4.76M +$206K +428 +5%
JRP
1146
Jasper Ridge Partners
California
$4.75M
BG
1147
Bahl & Gaynor
Ohio
$4.75M -$123K -256 -3%
FCI
1148
Financial Counselors Inc
Kansas
$4.75M +$162K +337 +4%
RIM
1149
Reliant Investment Management
Tennessee
$4.73M -$19.3K -40 -0.4%
MWM
1150
Mission Wealth Management
California
$4.73M +$2.05M +4,261 +77%