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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 %
SFPG
1626
Stonebridge Financial Planning Group
Florida
$1.88M -$33.7K -70 -2%
BCM
1627
Barden Capital Management
Texas
$1.88M -$521K -1,081 -22%
FFO
1628
Fiduciary Family Office
Florida
$1.88M +$361K +750 +24%
LCM
1629
Liberty Capital Management
Michigan
$1.88M -$104K -215 -5%
TSW
1630
Three Seasons Wealth
Utah
$1.88M +$247K +516 +15%
NWM
1631
NRI Wealth Management
California
$1.88M +$16.9K +35 +0.9%
PA
1632
Prossimo Advisors
California
$1.88M -$4.82K -10 -0.3%
SB
1633
Strategic Blueprint
Georgia
$1.87M +$212K +440 +13%
FCM
1634
Fortis Capital Management
Washington
$1.87M +$197K +410 +12%
MFGM
1635
Marshall Financial Group (Maryland)
Maryland
$1.86M +$69.3K +144 +4%
STAS
1636
Strong Tower Advisory Services
Minnesota
$1.86M +$41.1K +86 +2%
ISWM
1637
Independent Solutions Wealth Management
New York
$1.86M -$23.6K -49 -1%
LFA
1638
Legacy Financial Advisors
Kentucky
$1.86M -$26.5K -55 -1%
AA
1639
Altman Advisors
Illinois
$1.86M +$23.9K +50 +1%
PIMJS
1640
PKO Investment Management Joint-Stock
Poland
$1.85M -$569K -1,175 -24%
HWA
1641
HCR Wealth Advisors
California
$1.85M -$31.8K -66 -2%
V
1642
VeraBank
Texas
$1.85M -$19.3K -40 -1%
EL
1643
EMFO LLC
Florida
$1.83M
TWM
1644
Thrive Wealth Management
Pennsylvania
$1.83M -$66.9K -139 -4%
QC
1645
Quent Capital
New York
$1.83M +$32.3K +67 +2%
SFG
1646
Synergy Financial Group
California
$1.82M +$1.93K +4 +0.1%
WLG
1647
Williamson Legacy Group
Indiana
$1.82M +$50.1K +104 +3%
KP
1648
Keel Point
Alabama
$1.81M +$121K +252 +7%
EWS
1649
Evergreen Wealth Solutions
Pennsylvania
$1.81M -$316K -656 -15%
MKA
1650
M. Kulyk & Associates
Georgia
$1.81M +$1.22M +2,540 +209%