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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 %
EWM
1776
EPG Wealth Management
Georgia
$1.37M +$73.7K +153 +6%
CANC
1777
Culbertson A N & Co
Virginia
$1.36M
PP
1778
Pacifica Partners
Canada
$1.36M
MFG
1779
Monumental Financial Group
Maryland
$1.36M -$45.7K -95 -3%
RCG
1780
Regatta Capital Group
California
$1.36M -$21.7K -45 -2%
JMFC
1781
J.M. Forbes & Co
Massachusetts
$1.36M
JFGIW
1782
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.36M -$469K -973 -26%
RFS
1783
Richardson Financial Services
Massachusetts
$1.35M +$96.8K +201 +8%
MAG
1784
MRA Advisory Group
New Jersey
$1.35M -$111K -230 -8%
AC
1785
Allstate Corporation
Illinois
$1.35M -$19.3K -40 -1%
CANY
1786
Caxton Associates (New York)
New York
$1.35M -$601K -1,247 -31%
RCA
1787
Roberts Capital Advisors
Colorado
$1.35M +$1.35M +2,801 New
OLVIG
1788
Oliver Lagore Vanvalin Investment Group
Michigan
$1.34M +$193K +401 +17%
DWG
1789
Darden Wealth Group
Michigan
$1.34M
PVI
1790
Pine Valley Investments
New Jersey
$1.34M +$94.9K +197 +8%
CTA
1791
Colonial Trust Advisors
South Carolina
$1.34M -$18.3K -38 -1%
ACA
1792
Affinity Capital Advisors
California
$1.34M -$10.1K -21 -0.7%
RWI
1793
Red Wave Investments
Pennsylvania
$1.34M -$17.8K -37 -1%
HC
1794
Hamilton Capital
Ohio
$1.34M +$6.74K +14 +0.5%
IDA
1795
Intelligence Driven Advisers
California
$1.34M -$49.1K -102 -4%
CIM
1796
CIM Investment Management
Pennsylvania
$1.33M
RGF
1797
Retirement Guys Formula
Ohio
$1.33M +$16.9K +35 +1%
BMWM
1798
Brown Miller Wealth Management
Virginia
$1.32M +$26.5K +55 +2%
DWAM
1799
Duncan Williams Asset Management
Tennessee
$1.32M +$1.32M +2,748 New
PFA
1800
Professional Financial Advisors
Nebraska
$1.32M +$47.2K +98 +4%