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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 %
ACA
1426
Aptus Capital Advisors
Alabama
$2.76M +$484K +1,006 +21%
SA
1427
Sicart Associates
New York
$2.75M
SWM
1428
Segment Wealth Management
Texas
$2.75M +$238K +495 +9%
WG
1429
Wealth Group
North Carolina
$2.75M +$2.75M +5,700 New
NIA
1430
NIA Impact Advisors
California
$2.74M +$2.74M +5,690 New
SCA
1431
STALEY CAPITAL ADVISERS
Pennsylvania
$2.74M +$98.7K +205 +4%
CFG
1432
Citizens Financial Group
Rhode Island
$2.74M +$426K +885 +18%
CCMG
1433
Clark Capital Management Group
Pennsylvania
$2.73M +$685K +1,423 +33%
CCM
1434
Chilton Capital Management
Texas
$2.73M +$172K +357 +7%
GIM
1435
Gold Investment Management
Alberta, Canada
$2.73M +$11.1K +23 +0.4%
TRIA
1436
Trail Ridge Investment Advisors
Colorado
$2.72M -$106K -221 -4%
MA
1437
Mutual Advisors
Nebraska
$2.72M +$428K +888 +19%
SIA
1438
SeaBridge Investment Advisors
New Jersey
$2.7M +$347K +720 +15%
WIS
1439
Wright Investors Service
Connecticut
$2.7M -$5.3K -11 -0.2%
WAM
1440
Weatherly Asset Management
California
$2.68M +$62.6K +130 +2%
CM
1441
Churchill Management
California
$2.68M -$528K -1,096 -16%
UWS
1442
Unique Wealth Strategies
Illinois
$2.67M +$199K +414 +8%
CL
1443
Choreo LLC
Illinois
$2.67M -$156K -324 -6%
BIA
1444
Benchmark Investment Advisors
Illinois
$2.66M -$2.41K -5 -0.1%
RA
1445
RiverPark Advisors
New York
$2.66M -$86.2K -179 -3%
GWMR
1446
GC Wealth Management RIA
Massachusetts
$2.66M +$502K +1,042 +23%
VFA
1447
Voya Financial Advisors
Connecticut
$2.65M -$42.5K -89 -2%
WAP
1448
Wealthcare Advisory Partners
Pennsylvania
$2.65M +$295K +613 +13%
MLA
1449
My Legacy Advisors
Oregon
$2.65M +$22.2K +46 +0.8%
AF
1450
Ally Financial
Michigan
$2.65M +$2.65M +5,500 New