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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 %
Koshinski Asset Management
1401
Koshinski Asset Management
Illinois
$2.87M -$13.5K -28 -0.5%
GCM
1402
Gables Capital Management
Florida
$2.85M -$4.82K -10 -0.2%
KIC
1403
Kensington Investment Counsel
California
$2.84M
OL
1404
Optas LLC
Texas
$2.84M +$49.6K +103 +2%
HH
1405
Hilltop Holdings
Texas
$2.84M -$81.9K -170 -3%
RA
1406
RFG Advisory
Alabama
$2.83M -$254K -527 -8%
WLPWM
1407
Walled Lake Planning & Wealth Management
Illinois
$2.82M +$2.89K +6 +0.1%
PSB
1408
Piscataqua Savings Bank
New Hampshire
$2.81M -$194K -402 -6%
CIA
1409
Capital Investment Advisors
Georgia
$2.81M +$648K +1,346 +30%
LA
1410
LVW Advisors
New York
$2.8M +$131K +271 +5%
ACI
1411
Alpha Cubed Investments
California
$2.8M -$385K -799 -12%
SB
1412
Simmons Bank
Arkansas
$2.8M -$5.78K -12 -0.2%
HCA
1413
Hyperion Capital Advisors
New York
$2.8M
AAP
1414
Arax Advisory Partners
Colorado
$2.79M +$2.89K +6 +0.1%
JSC
1415
Jackson Square Capital
California
$2.79M +$11.6K +24 +0.4%
BIG
1416
Brooklyn Investment Group
New York
$2.79M +$49.8K +104 +2%
WBC
1417
West Branch Capital
Massachusetts
$2.78M +$208K +431 +8%
JCM
1418
Jacobi Capital Management
Pennsylvania
$2.78M +$65.5K +136 +2%
BEI
1419
Benjamin Edwards Inc
Missouri
$2.78M +$58.3K +121 +2%
WI
1420
WrapManager Inc
California
$2.77M +$18.3K +38 +0.7%
AEPWM
1421
Atlantic Edge Private Wealth Management
Florida
$2.77M +$79.5K +165 +3%
HW
1422
Hancock Whitney
Mississippi
$2.77M -$326K -676 -11%
DWP
1423
Daymark Wealth Partners
Ohio
$2.77M -$92.5K -192 -3%
SCA
1424
Sander Capital Advisors
Washington
$2.76M +$22.6K +47 +0.8%
PSB
1425
Passumpsic Savings Bank
Vermont
$2.76M +$2.76M +5,728 New