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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 %
KA
1301
Klingman & Associates
New York
$3.55M +$11.1K +23 +0.3%
BCM
1302
Brown Capital Management
Maryland
$3.54M -$37.1K -77 -1%
BEC
1303
Blue Edge Capital
Virginia
$3.54M
TCM
1304
Twin Capital Management
Pennsylvania
$3.53M +$912K +1,893 +35%
SFFS
1305
Stonehage Fleming Financial Services
Jersey
$3.53M -$71.7M -199,532 -95%
HSA
1306
HBK Sorce Advisory
Pennsylvania
$3.51M -$69.8K -145 -2%
CFS
1307
CRA Financial Services
New Jersey
$3.51M +$45.3K +94 +1%
BCM
1308
Brookstone Capital Management
Illinois
$3.5M +$114K +237 +3%
SIG
1309
Sargent Investment Group
Maryland
$3.49M +$1.32M +2,743 +61%
WCM Investment Management
1310
WCM Investment Management
California
$3.48M -$248K -516 -7%
MFS
1311
Monetta Financial Services
Illinois
$3.47M
GIA
1312
Gladstone Institutional Advisory
Florida
$3.46M -$956K -1,985 -22%
CWM
1313
Congress Wealth Management
Massachusetts
$3.45M -$35.2K -73 -1%
LTAS
1314
Linden Thomas Advisory Services
North Carolina
$3.44M +$538K +1,118 +19%
OCM
1315
Orleans Capital Management
Louisiana
$3.43M +$1.03M +2,130 +43%
GC
1316
Globeflex Capital
California
$3.43M -$3.69M -7,657 -52%
SFCL
1317
Strengthening Families & Communities LLC
Massachusetts
$3.43M +$200K +416 +6%
RAM
1318
Redmond Asset Management
Virginia
$3.42M -$308K -639 -8%
SAM
1319
Synergy Asset Management
Washington
$3.42M +$1.15M +2,393 +51%
APIM
1320
Agate Pass Investment Management
Washington
$3.41M -$135K -280 -4%
FCP
1321
Fidelis Capital Partners
Florida
$3.41M +$1.17M +2,429 +52%
CAG
1322
Csenge Advisory Group
Florida
$3.41M +$56.3K +117 +2%
CA
1323
CGN Advisors
Kansas
$3.41M +$88.6K +184 +3%
BAM
1324
Belpointe Asset Management
Nevada
$3.39M +$919K +1,909 +37%
ECM
1325
ExodusPoint Capital Management
New York
$3.38M +$3.38M +7,018 New