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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 %
MC
1676
Machina Capital
France
$1.69M +$1.06M +2,204 +168%
WA
1677
WBH Advisory
Maryland
$1.69M +$966K +2,005 +133%
WAG
1678
Wallace Advisory Group
California
$1.69M -$30.7K -72 -2%
ACMA
1679
Arbor Capital Management (Alaska)
Alaska
$1.68M -$281K -623 -14%
SFP
1680
Shepherd Financial Partners
Massachusetts
$1.68M -$36.6K -76 -2%
USB
1681
Union Savings Bank
Connecticut
$1.68M -$35.2K -73 -2%
LCM
1682
Landscape Capital Management
New Jersey
$1.67M +$1.67M +3,475 New
AL
1683
Aspiriant LLC
California
$1.67M -$37.1K -77 -2%
MBT
1684
Montecito Bank & Trust
California
$1.66M +$51K +106 +3%
CWAG
1685
Compton Wealth Advisory Group
Virginia
$1.66M +$37.1K +77 +2%
RMDI
1686
R.M. Davis Inc
Maine
$1.66M -$37.1K -77 -2%
RZH
1687
Relyea Zuckerberg Hanson
Connecticut
$1.66M +$24.1K +50 +1%
ESB
1688
Essex Savings Bank
Connecticut
$1.65M
HWMA
1689
Heritage Wealth Management (Arizona)
Arizona
$1.65M -$45.3K -94 -3%
HCM
1690
HMS Capital Management
Tennessee
$1.63M -$14K -29 -0.8%
WCM
1691
Whitener Capital Management
North Carolina
$1.62M
IW
1692
Imprint Wealth
South Carolina
$1.62M +$1.62M +3,382 New
VWM
1693
Venturi Wealth Management
Texas
$1.62M +$118K +244 +8%
BCA
1694
Bray Capital Advisors
Florida
$1.61M
UCB
1695
United Community Bank
South Carolina
$1.61M +$81.4K +169 +5%
PCMF
1696
Private Capital Management (Florida)
Florida
$1.61M -$40.9K -85 -2%
JSW
1697
Journey Strategic Wealth
New Jersey
$1.61M +$281K +583 +21%
LCGC
1698
Legacy Capital Group California
California
$1.6M -$49.1K -102 -3%
CF
1699
Copperwynd Financial
Arizona
$1.6M +$59.2K +123 +4%
SW
1700
SteelPeak Wealth
California
$1.6M +$471K +979 +42%