MA icon

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 %
AWM
1526
Able Wealth Management
New Jersey
$2.26M +$10.6K +22 +0.5%
AWA
1527
Aaron Wealth Advisors
Illinois
$2.26M +$412K +856 +22%
RWB
1528
RMR Wealth Builders
New Jersey
$2.26M +$289K +601 +15%
SMH
1529
Sanders Morris Harris
Texas
$2.26M +$529K +1,098 +31%
DFG
1530
Delta Financial Group
New Jersey
$2.26M +$3.85K +8 +0.2%
PFT
1531
Providence First Trust
Arizona
$2.25M -$13K -27 -0.6%
LNB
1532
Ledyard National Bank
$2.25M -$41.9K -87 -2%
NBT
1533
Northwest Bank & Trust
Iowa
$2.24M -$26.6K -59 -1%
PP
1534
Patron Partners
Texas
$2.24M +$7.22K +15 +0.3%
CWM
1535
Chemistry Wealth Management
New York
$2.24M +$21.7K +45 +1%
HF
1536
HRT Financial
New York
$2.24M -$11.6M -24,146 -84%
EWA
1537
EverSource Wealth Advisors
Alabama
$2.23M +$100K +222 +5%
CT
1538
Clearstead Trust
Maine
$2.23M -$778K -1,616 -26%
APGDR
1539
Absoluto Partners Gestao de Recursos
Brazil
$2.23M -$653K -1,357 -23%
QWP
1540
Quotient Wealth Partners
Texas
$2.22M -$148K -307 -6%
FPCP
1541
Fort Point Capital Partners
California
$2.22M -$34.7K -72 -2%
BBA
1542
BLB&B Advisors
Pennsylvania
$2.21M +$828K +1,720 +60%
RWP
1543
Revolve Wealth Partners
New Jersey
$2.21M +$50.1K +104 +2%
RA
1544
Rockingstone Advisors
Massachusetts
$2.21M -$271K -563 -11%
GITFIT
1545
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.21M +$1.05M +2,187 +91%
WA
1546
Wealth Alliance
New York
$2.21M -$76.6K -159 -3%
CC
1547
Capital Counsel
New York
$2.2M -$254K -527 -10%
SNB
1548
Security National Bank
Nebraska
$2.2M
PPWP
1549
Premier Path Wealth Partners
New Jersey
$2.2M -$48.2K -100 -2%
FMLI
1550
Fukoku Mutual Life Insurance
Japan
$2.19M -$143K -297 -6%