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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 %
CP
1751
Castleview Partners
Texas
$1.45M +$9.63K +20 +0.7%
IP
1752
Intellectus Partners
California
$1.45M +$481 +1 +0%
EWA
1753
Encompass Wealth Advisors
Oregon
$1.44M
TFM
1754
TFC Financial Management
Massachusetts
$1.44M +$276K +574 +24%
SHFA
1755
SC&H Financial Advisors
Maryland
$1.44M -$57.3K -119 -4%
TWA
1756
TCI Wealth Advisors
Arizona
$1.44M -$11.6K -24 -0.8%
GCGDR
1757
Geo Capital Gestora de Recursos
Brazil
$1.44M +$1.38M +2,855 +2,230%
HP
1758
Hilltop Partners
Indiana
$1.43M +$66.9K +139 +5%
4WM
1759
4J Wealth Management
Virginia
$1.43M -$32.3K -67 -2%
VC
1760
Veracity Capital
Georgia
$1.42M +$84.3K +175 +6%
BWM
1761
BNC Wealth Management
Oregon
$1.42M -$37.1K -77 -3%
DCM
1762
DGS Capital Management
New Jersey
$1.42M +$386K +802 +38%
LAS
1763
Lloyd Advisory Services
Georgia
$1.42M +$1.42M +2,940 New
BTI
1764
Blue Trust Inc
Georgia
$1.41M +$9.15K +19 +0.7%
AIM
1765
Acropolis Investment Management
Missouri
$1.41M -$482 -1 -0%
AFS
1766
Aft Forsyth & Sober
Florida
$1.41M
MWA
1767
Meridian Wealth Advisors
Texas
$1.4M
DA
1768
Doliver Advisors
Texas
$1.39M -$128K -266 -8%
LAM
1769
L2 Asset Management
Massachusetts
$1.39M +$91.5K +190 +7%
BSC
1770
Brown Shipley & Co
United Kingdom
$1.39M -$56.5K -118 -4%
EM
1771
Excalibur Management
Massachusetts
$1.38M -$1.45K -3 -0.1%
BB
1772
Berkshire Bank
Massachusetts
$1.37M +$1.37M +2,855 New
DF
1773
Dunhill Financial
United Kingdom
$1.37M -$413K -862 -23%
ANBT
1774
American National Bank & Trust
Texas
$1.37M
CWM
1775
Chesapeake Wealth Management
Virginia
$1.37M -$52K -108 -4%