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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 %
PP
1601
PDS Planning
Ohio
$1.96M +$62.6K +130 +3%
ACM
1602
AUA Capital Management
Pennsylvania
$1.96M -$103K -213 -5%
SC
1603
Sierra Capital
Florida
$1.96M +$299K +621 +18%
CW
1604
CIC Wealth
Maryland
$1.95M +$20.2K +42 +1%
CAMV
1605
Concord Asset Management (Virginia)
Virginia
$1.95M +$473K +982 +32%
BCP
1606
Blackhawk Capital Partners
Wisconsin
$1.95M +$1.63M +3,394 +525%
FMTC
1607
Farmers & Merchants Trust Company
California
$1.95M -$10.1K -21 -0.5%
BOSSRA
1608
B.O.S.S. Retirement Advisors
Utah
$1.94M -$156K -365 -7%
GWM
1609
Guardian Wealth Management
Illinois
$1.94M +$44.8K +93 +2%
MSAM
1610
Moloney Securities Asset Management
Missouri
$1.94M +$23.6K +49 +1%
CRWM
1611
Castle Rock Wealth Management
California
$1.93M +$1.65M +3,742 +600%
TA
1612
Tectonic Advisors
Texas
$1.93M +$54.9K +114 +3%
MFA
1613
Mayflower Financial Advisors
Massachusetts
$1.93M +$18.8K +39 +1%
IIM
1614
Intact Investment Management
Quebec, Canada
$1.93M +$289K +600 +18%
IP
1615
Ignite Planners
California
$1.92M -$273K -570 -12%
AP
1616
Americana Partners
Texas
$1.92M +$203K +421 +12%
TPW
1617
Transatlantique Private Wealth
New York
$1.92M +$51.1K +107 +3%
RIA
1618
Richwood Investment Advisors
Ohio
$1.92M -$29.9K -62 -2%
FAM
1619
Formidable Asset Management
Ohio
$1.91M +$156K +323 +9%
KIA
1620
KCM Investment Advisors
California
$1.91M +$118K +244 +7%
BB
1621
Bell Bank
North Dakota
$1.91M +$251K +522 +15%
LWA
1622
Lantern Wealth Advisors
New York
$1.91M +$12K +25 +0.6%
CCA
1623
Cobblestone Capital Advisors
New York
$1.9M -$262K -544 -12%
PCOTEOTHU
1624
Provident Company of the Employees of the Hebrew University
Israel
$1.9M +$1.9M +3,947 New
NF
1625
Nikulski Financial
Iowa
$1.89M +$43.3K +90 +2%