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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 %
KWM
1701
Koa Wealth Management
California
$1.6M -$37.6K -78 -2%
EFG
1702
Everhart Financial Group
Ohio
$1.6M +$216K +449 +16%
VCM
1703
Violich Capital Management
California
$1.6M +$79.4K +165 +5%
WAS
1704
Winch Advisory Services
Wisconsin
$1.6M -$24.6K -51 -2%
CC
1705
Copperleaf Capital
North Carolina
$1.59M -$141K -292 -8%
WCA
1706
Waratah Capital Advisors
Ontario, Canada
$1.59M +$1.59M +3,300 New
EFA
1707
Evernest Financial Advisors
Indiana
$1.59M -$515K -1,130 -24%
PA
1708
PFG Advisors
Arizona
$1.58M +$64.5K +134 +4%
CIAS
1709
Capital Investment Advisory Services
North Carolina
$1.58M -$219K -455 -12%
BIP
1710
Blueprint Investment Partners
North Carolina
$1.58M +$435K +903 +38%
AWMT
1711
AAFMAA Wealth Management & Trust
North Carolina
$1.57M +$1.57M +3,259 New
CFG
1712
Cooper Financial Group
California
$1.57M +$90.5K +188 +6%
NDSI
1713
Newman Dignan & Sheerar Inc
Rhode Island
$1.57M +$321K +666 +26%
FNBSF
1714
First National Bank Sioux Falls
South Dakota
$1.57M
MC
1715
Middleton & Co
Massachusetts
$1.57M
PFGIA
1716
Patriot Financial Group Insurance Agency
Massachusetts
$1.56M -$40K -83 -3%
FC
1717
FORA Capital
Florida
$1.55M +$277K +576 +22%
AGC
1718
Aspen Grove Capital
Colorado
$1.55M +$112K +233 +8%
IIA
1719
IPG Investment Advisors
California
$1.55M -$187K -389 -11%
B
1720
Barings
North Carolina
$1.55M
CC
1721
Cipher Capital
New York
$1.54M +$544K +1,129 +54%
MRCM
1722
M&R Capital Management
New Jersey
$1.54M -$302K -627 -16%
RI
1723
Redwood Investments
Massachusetts
$1.54M -$249K -594 -14%
VA
1724
Valmark Advisers
Ohio
$1.54M +$196K +407 +15%
DBRC
1725
D.B. Root & Company
Pennsylvania
$1.54M -$26.5K -55 -2%