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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 %
LS
1176
Leelyn Smith
Illinois
$4.54M -$46.7K -97 -1%
CW
1177
CreativeOne Wealth
Kansas
$4.54M +$1.36M +2,819 +43%
MOS
1178
MGO One Seven
Ohio
$4.53M +$781K +1,622 +21%
QCG
1179
Quadrant Capital Group
Ohio
$4.53M -$57.3K -119 -1%
IWA
1180
IBEX Wealth Advisors
New Jersey
$4.52M +$4.52M +12,994 +99,954%
FPAS
1181
Focus Partners Advisor Solutions
Missouri
$4.52M +$3M +6,225 +197%
AWA
1182
Arkadios Wealth Advisors
Georgia
$4.51M -$6.74K -14 -0.1%
AAS
1183
Ameritas Advisory Services
Nebraska
$4.49M -$26.5K -59 -0.6%
TCOT
1184
Trust Company of Toledo
Ohio
$4.47M +$743K +1,542 +20%
BO
1185
Bank OZK
Arkansas
$4.47M +$25.5K +53 +0.6%
BSW
1186
Buckingham Strategic Wealth
Missouri
$4.46M +$70.8K +147 +2%
AIM
1187
Anchor Investment Management
South Carolina
$4.46M +$51K +106 +1%
TP
1188
Tranquility Partners
Tennessee
$4.46M -$40.5K -84 -0.9%
FHA
1189
Flagship Harbor Advisors
Massachusetts
$4.45M -$247K -513 -5%
FWM
1190
Fairhaven Wealth Management
Illinois
$4.44M -$118K -246 -3%
FFA
1191
Farther Finance Advisors
California
$4.44M -$358K -748 -7%
MC
1192
Mathes Company
New York
$4.42M -$51K -106 -1%
GS
1193
GTS Securities
New York
$4.41M -$4.96M -10,290 -53%
AG
1194
AlTi Global
New York
$4.4M +$720K +1,495 +20%
SS
1195
Sunbelt Securities
Texas
$4.39M -$125K -260 -3%
FDP
1196
Financiere des Professionnels
Quebec, Canada
$4.36M
CBB
1197
Citizens Business Bank
California
$4.36M -$119K -247 -3%
CWM
1198
Concentric Wealth Management
California
$4.34M -$95.8K -199 -2%
RCM
1199
RB Capital Management
Nevada
$4.32M +$123K +255 +3%
IWA
1200
Inspirion Wealth Advisors
Illinois
$4.31M -$4.33K -9 -0.1%