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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 %
MWM
1451
Marion Wealth Management
Pennsylvania
$2.65M +$12K +25 +0.5%
BWG
1452
Boomfish Wealth Group
Georgia
$2.64M -$172K -357 -6%
MSFS
1453
Main Street Financial Solutions
Pennsylvania
$2.62M +$32.8K +68 +1%
SFG
1454
Sovereign Financial Group
Connecticut
$2.62M
MIA
1455
MeadowBrook Investment Advisors
Michigan
$2.61M -$159K -330 -6%
PRS
1456
Pinkerton Retirement Specialists
Idaho
$2.61M -$69.3K -144 -3%
CWM
1457
Cordatus Wealth Management
Pennsylvania
$2.61M +$12.5K +26 +0.5%
TWM
1458
Tolleson Wealth Management
Texas
$2.6M -$272K -564 -9%
SCI
1459
Stableford Capital II
Arizona
$2.6M -$226K -469 -8%
LWL
1460
Leo Wealth LLC
Texas
$2.59M +$283K +590 +12%
OIA
1461
Optimum Investment Advisors
Illinois
$2.59M -$91.5K -190 -3%
IPW
1462
Inlet Private Wealth
Florida
$2.59M
VAS
1463
Vestmark Advisory Solutions
Massachusetts
$2.59M -$98.7K -205 -4%
EFM
1464
Eley Financial Management
Vermont
$2.59M +$2.59M +5,369 New
BWM
1465
Bulltick Wealth Management
Florida
$2.58M -$108K -224 -4%
CCG
1466
Chatham Capital Group
Georgia
$2.58M +$158K +328 +7%
PD
1467
Point72 (DIFC)
United Arab Emirates
$2.57M +$2.57M +5,340 New
SSI
1468
Scott & Selber Inc
Texas
$2.56M +$7.23K +15 +0.3%
QPW
1469
Quantum Private Wealth
Florida
$2.56M
MC
1470
Martin & Co
Tennessee
$2.55M -$83.8K -174 -3%
PFBT
1471
Parkside Financial Bank & Trust
Missouri
$2.54M -$60.2K -125 -2%
HBT
1472
Heartland Bank & Trust
Illinois
$2.53M -$6.26K -13 -0.2%
SQA
1473
Simon Quick Advisors
New Jersey
$2.52M +$15.9K +33 +0.6%
ANB
1474
Amarillo National Bank
Texas
$2.52M -$24.1K -50 -0.9%
HI
1475
Handelsinvest Investeringsforvaltning
Denmark
$2.52M -$455K -945 -15%