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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 %
B
1651
Bailard
California
$1.81M -$72.2K -150 -4%
CCG
1652
Ceeto Capital Group
Florida
$1.81M
BDA
1653
Borer Denton & Associates
Pennsylvania
$1.81M
PC
1654
Promethos Capital
Massachusetts
$1.8M
AIC
1655
Archer Investment Corporation
Indiana
$1.8M +$482 +1 +0%
YIA
1656
YHB Investment Advisors
Connecticut
$1.8M -$32.3K -67 -2%
AF
1657
Arrow Financial
New York
$1.79M -$154K -319 -8%
JWCA
1658
J.W. Cole Advisors
Florida
$1.79M +$215K +446 +14%
FFM
1659
Forum Financial Management
Illinois
$1.79M +$963 +2 +0.1%
IGGA
1660
Iron Gate Global Advisors
Utah
$1.79M -$53.2K -111 -3%
SSWM
1661
Strait & Sound Wealth Management
California
$1.79M +$5.62K +12 +0.3%
FNT
1662
First National Trust
Pennsylvania
$1.78M +$19.7K +41 +1%
SMA
1663
Sage Mountain Advisors
Georgia
$1.77M +$68.4K +142 +4%
APWM
1664
Atlas Private Wealth Management
New York
$1.77M +$144K +299 +9%
EFS
1665
Essex Financial Services
Connecticut
$1.76M +$186K +387 +12%
RSWM
1666
Robertson Stephens Wealth Management
California
$1.76M +$864K +1,795 +96%
GF
1667
Gries Financial
Ohio
$1.75M +$1.75M +3,639 New
HAI
1668
Hennessy Advisors Inc
California
$1.73M -$96.3K -200 -5%
GC
1669
Gratus Capital
Georgia
$1.73M +$1.46M +3,025 +532%
BFA
1670
Beaumont Financial Advisors
Massachusetts
$1.73M +$4.82K +10 +0.3%
CFO
1671
CVA Family Office
Colorado
$1.73M +$2.41K +5 +0.1%
EI
1672
Ellevest Inc
New York
$1.73M +$268K +556 +18%
CIA
1673
Cape Investment Advisory
Georgia
$1.72M -$253K -526 -13%
BMCM
1674
Burns Matteson Capital Management
New York
$1.71M -$91.5K -190 -5%
CA
1675
Claro Advisors
Massachusetts
$1.7M +$76.1K +158 +5%