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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 %
OM
1551
OV Management
Minnesota
$2.19M
AF
1552
Advisornet Financial
Minnesota
$2.19M +$19.7K +41 +0.9%
CIC
1553
Cornercap Investment Counsel
Georgia
$2.18M +$23.6K +49 +1%
BC
1554
Burney Company
Virginia
$2.18M -$6.46M -13,405 -75%
TWM
1555
TriaGen Wealth Management
California
$2.17M -$3.37K -7 -0.2%
MTC
1556
McDaniel Terry & Co
Texas
$2.17M -$31.8K -66 -1%
CBTWT
1557
Community Bank & Trust (Waco, Texas)
Texas
$2.17M -$32.8K -68 -1%
BFG
1558
Beacon Financial Group
Texas
$2.15M -$74.2K -154 -3%
SPG
1559
Strategic Planning Group
Utah
$2.14M +$300K +623 +16%
CWM
1560
Compass Wealth Management
Connecticut
$2.14M -$24.1K -50 -1%
WIC
1561
Woodmont Investment Counsel
Tennessee
$2.14M +$334K +693 +18%
SWM
1562
Sendero Wealth Management
Texas
$2.14M -$29.9K -62 -1%
JWCA
1563
J.W. Coons Advisors
Ohio
$2.14M -$125K -260 -6%
CWS
1564
Confluence Wealth Services
Pennsylvania
$2.13M +$366K +760 +21%
PAS
1565
Point72 Asia (Singapore)
Singapore
$2.13M +$1.57M +3,251 +276%
SMC
1566
Smith, Moore & Co
Missouri
$2.13M +$80.4K +167 +4%
CWA
1567
Consilium Wealth Advisory
Texas
$2.13M +$81.9K +170 +4%
SPIS
1568
Steward Partners Investment Solutions
Oregon
$2.12M +$886K +1,839 +72%
CWM
1569
Calamos Wealth Management
Illinois
$2.11M -$2.22M -4,602 -51%
SIA
1570
SkyView Investment Advisors
New Jersey
$2.1M +$270K +560 +15%
AMCA
1571
Arthur M. Cohen & Associates
Illinois
$2.1M +$34.2K +70 +2%
AIP
1572
Alapocas Investment Partners
Massachusetts
$2.1M +$963 +2 +0%
WC
1573
Westhampton Capital
North Carolina
$2.09M +$24.1K +50 +1%
VT
1574
Vise Technologies
New York
$2.08M +$49.6K +103 +2%
AC
1575
Avestar Capital
New York
$2.08M +$447K +929 +27%