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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 %
GC
1726
Gilbert & Cook
Iowa
$1.53M +$22.6K +47 +1%
LA
1727
LM Advisors
California
$1.53M +$720K +1,496 +89%
ECG
1728
Edge Capital Group
Georgia
$1.53M -$63.6K -132 -4%
OFW
1729
Omnia Family Wealth
Florida
$1.53M +$15.4K +32 +1%
BCM
1730
Buckhead Capital Management
Georgia
$1.52M -$36.1K -75 -2%
OWMIAS
1731
One Wealth Management Investment & Advisory Services
Florida
$1.52M -$7.71K -16 -0.5%
PSP
1732
Principal Street Partners
Tennessee
$1.51M +$39.8K +84 +3%
SAM
1733
Steinberg Asset Management
New York
$1.5M -$10.1K -21 -0.7%
CFA
1734
Cahill Financial Advisors
Minnesota
$1.5M +$21.7K +45 +1%
CSI
1735
Cross Staff Investments
New York
$1.49M -$22.6K -47 -1%
RCM
1736
Ratan Capital Management
Florida
$1.49M
Jones Financial Companies
1737
Jones Financial Companies
Missouri
$1.49M +$531K +1,103 +55%
HAG
1738
HF Advisory Group
Maryland
$1.48M +$24.6K +51 +2%
RMC
1739
Resources Management Corp
Connecticut
$1.48M -$354K -735 -19%
TIA
1740
Trust Investment Advisors
Indiana
$1.48M -$2.41K -5 -0.2%
CCB
1741
Cutter & Co Brokerage
Missouri
$1.48M +$477K +990 +48%
NP
1742
Ninepoint Partners
Ontario, Canada
$1.48M
EA
1743
Everpar Advisors
Oklahoma
$1.48M -$473K -982 -24%
PCMC
1744
Private Capital Management (Colorado)
Colorado
$1.47M -$10.6K -22 -0.7%
HCP
1745
Holt Capital Partners
Texas
$1.47M -$20.7K -43 -1%
OBWG
1746
Onyx Bridge Wealth Group
New York
$1.47M +$17.6K +38 +1%
BOPW
1747
Brandywine Oak Private Wealth
Pennsylvania
$1.46M
GFG
1748
Goldstone Financial Group
Illinois
$1.46M +$59.2K +123 +4%
CCG
1749
Catalina Capital Group
California
$1.46M +$797K +1,654 +121%
HT
1750
Heritage Trust
Oklahoma
$1.46M -$103K -214 -7%