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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 %
TCG
1801
Tremblant Capital Group
Florida
$1.32M +$704K +1,462 +114%
RFN
1802
RDA Financial Network
Iowa
$1.32M +$23.1K +48 +2%
PWM
1803
Prentice Wealth Management
New York
$1.32M +$39.5K +82 +3%
SWP
1804
Semus Wealth Partners
Florida
$1.32M +$13K +27 +1%
PPC
1805
Park Place Capital
Alabama
$1.32M +$117K +242 +10%
ECU
1806
Eisler Capital (UK)
United Kingdom
$1.32M -$6.52M -13,545 -83%
MW
1807
Marcum Wealth
Ohio
$1.31M -$102K -211 -7%
CA
1808
Crewe Advisors
Utah
$1.31M +$1.31M +2,722 New
SP
1809
Stablepoint Partners
Massachusetts
$1.31M +$122K +253 +10%
CFP
1810
Catalyst Financial Partners
Massachusetts
$1.31M +$85.1K +185 +7%
CRI
1811
Commonwealth Retirement Investments
Virginia
$1.31M +$40.9K +85 +3%
PMA
1812
Prudent Man Advisors
Illinois
$1.3M -$63.1K -131 -5%
FAFN
1813
First Affirmative Financial Network
Colorado
$1.3M +$8.19K +17 +0.6%
SRL
1814
Scientech Research LLC
New Jersey
$1.3M +$759K +1,577 +141%
PL
1815
Plancorp LLC
Missouri
$1.3M -$30.8K -64 -2%
KCM
1816
KRS Capital Management
Michigan
$1.3M -$14.4K -30 -1%
CAL
1817
Capital Advisors Ltd
Ohio
$1.3M +$24.1K +50 +2%
OC
1818
Oakworth Capital
Alabama
$1.29M
EFG
1819
Ethos Financial Group
Pennsylvania
$1.29M +$40K +83 +3%
MAWCM
1820
Mine & Arao Wealth Creation & Management
California
$1.29M +$1.93K +4 +0.1%
SWM
1821
SeaCrest Wealth Management
New York
$1.29M -$17.3K -36 -1%
CFIA
1822
Cantor Fitzgerald Investment Advisors
New York
$1.29M -$98.7K -205 -7%
RP
1823
Rice Partnership
Hawaii
$1.29M
GAG
1824
GM Advisory Group
New York
$1.29M +$259K +538 +25%
SFS
1825
Stiles Financial Services
Minnesota
$1.28M -$6.26K -13 -0.5%