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 %
TCA
1576
Transcend Capital Advisors
New Jersey
$2.08M +$24.6K +51 +1%
SF
1577
Summit Financial
New Jersey
$2.07M -$174K -362 -8%
BFS
1578
Bard Financial Services
Connecticut
$2.07M +$21.7K +45 +1%
SI
1579
Scharf Investments
California
$2.06M +$98.2K +204 +5%
WTC
1580
WhitTier Trust Company
Nevada
$2.06M +$261K +541 +14%
SF
1581
Symphony Financial
Texas
$2.06M -$879K -1,825 -30%
KLI
1582
Kelman-Lazarov Inc
Tennessee
$2.05M -$14.4K -30 -0.7%
CP
1583
Canopy Partners
Ohio
$2.05M +$226K +469 +12%
REMPR
1584
Roof Eidam Maycock Peralta (REMP)
California
$2.05M +$148K +308 +8%
HFA
1585
Harbert Fund Advisors
Alabama
$2.05M +$2.05M +4,250 New
NAS
1586
Nicolet Advisory Services
Wisconsin
$2.05M +$24.1K +51 +1%
IFS
1587
Intelligent Financial Strategies
Minnesota
$2.04M +$12K +25 +0.6%
MYIA
1588
Mount Yale Investment Advisors
Colorado
$2.03M +$41.4K +86 +2%
A
1589
AlphaQuest
New York
$2.03M +$1.25M +2,589 +159%
MAM
1590
Mystic Asset Management
Rhode Island
$2.03M +$28.9K +60 +1%
CWM
1591
Cornerstone Wealth Management
Missouri
$2.02M -$601K -1,248 -23%
AWM
1592
Ameliora Wealth Management
Switzerland
$2.02M
CA
1593
Continuum Advisory
Idaho
$2.02M -$594K -1,303 -23%
VPI
1594
Value Partners Investments
Manitoba, Canada
$2M +$166K +344 +9%
SAM
1595
Smartleaf Asset Management
Massachusetts
$1.99M +$713K +1,492 +56%
MTIC
1596
Missouri Trust & Investment Company
Missouri
$1.99M -$200K -416 -9%
VWA
1597
Visionary Wealth Advisors
Illinois
$1.98M -$174K -362 -8%
HKIMG
1598
Hutchens & Kramer Investment Management Group
Indiana
$1.97M -$104K -218 -5%
RIM
1599
Redwood Investment Management
Arizona
$1.97M +$184K +382 +10%
WEG
1600
World Equity Group
Illinois
$1.96M -$11.6K -24 -0.6%