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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 %
BW
1251
Bison Wealth
Georgia
$3.86M -$42.9K -89 -1%
ST
1252
Smithfield Trust
Pennsylvania
$3.86M -$7.22K -15 -0.2%
TW
1253
TrinityPoint Wealth
Connecticut
$3.85M -$21.2K -44 -0.5%
CNC
1254
Citizens & Northern Corp
Pennsylvania
$3.85M -$843K -1,751 -18%
PBT
1255
Pictet Bank & Trust
Bahamas
$3.85M
SI
1256
Symmetry Investments
Jersey
$3.85M +$3.07M +6,365 +389%
RCAG
1257
Rehmann Capital Advisory Group
Michigan
$3.85M -$24.1K -50 -0.6%
PAM
1258
Peak Asset Management
Colorado
$3.84M -$35.6K -74 -0.9%
HFRG
1259
Houlihan Financial Resource Group
Virginia
$3.84M -$19.3K -40 -0.5%
AWM
1260
Accurate Wealth Management
Florida
$3.82M +$46.9K +103 +1%
BDS
1261
Banco de Sabadell
Florida
$3.81M -$55.8K -116 -1%
CAM
1262
Centre Asset Management
New York
$3.8M -$207K -430 -5%
CWP
1263
Cyndeo Wealth Partners
Florida
$3.76M +$1.26M +2,609 +50%
NB
1264
NBT Bank
New York
$3.76M +$110K +228 +3%
NB
1265
Nicolet Bankshares
Wisconsin
$3.76M +$11.1K +23 +0.3%
PAG
1266
Private Advisory Group
Washington
$3.75M +$3.75M +7,782 New
SBIA
1267
Sheaff Brock Investment Advisors
Indiana
$3.75M -$246K -510 -6%
RBC
1268
Roble Belko & Company
Pennsylvania
$3.74M -$264K -549 -7%
PWP
1269
Private Wealth Partners
California
$3.74M -$118K -245 -3%
GSPF
1270
Grafton Street Partners Fund
Florida
$3.73M
GWM
1271
Geneos Wealth Management
Colorado
$3.73M -$164K -340 -4%
BTWM
1272
Baker Tilly Wealth Management
Wisconsin
$3.72M -$464K -964 -11%
GLA
1273
Good Life Advisors
Pennsylvania
$3.72M +$468K +972 +14%
FFA
1274
Fortune Financial Advisors
Kansas
$3.72M -$64K -133 -2%
WPW
1275
Waldron Private Wealth
Pennsylvania
$3.71M +$101K +209 +3%