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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 %
PAG
1826
Paladin Advisory Group
Iowa
$1.28M -$76.1K -159 -6%
MAM
1827
McCarthy Asset Management
California
$1.27M
SPI
1828
Sutton Place Investors
New York
$1.27M +$103K +213 +9%
FWM
1829
FFT Wealth Management
Pennsylvania
$1.27M +$165K +342 +15%
HNB
1830
Hilltop National Bank
Wyoming
$1.27M +$1.27M +2,632 New
TCPW
1831
Twin City Private Wealth
North Carolina
$1.26M +$1.26M +2,621 New
HI
1832
Harrington Investments
California
$1.26M +$693K +1,439 +122%
HFS
1833
Howard Financial Services
Texas
$1.26M +$50.6K +105 +4%
AC
1834
ASB Consultores
Florida
$1.26M +$1.02M +2,111 +423%
BFO
1835
Biltmore Family Office
North Carolina
$1.26M
CSIC
1836
Clifford Swan Investment Counsel
California
$1.25M +$23.1K +48 +2%
FCG
1837
Fielder Capital Group
Tennessee
$1.25M +$2.41K +5 +0.2%
PCM
1838
Pointe Capital Management
Michigan
$1.25M -$19.3K -40 -2%
BAM
1839
Beaumont Asset Management
Texas
$1.24M +$44.8K +93 +4%
MPPLM
1840
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.24M +$899K +1,866 +265%
WWM
1841
Whalen Wealth Management
Nevada
$1.23M +$51K +106 +4%
PCP
1842
Proficio Capital Partners
Massachusetts
$1.23M +$121K +251 +11%
MIA
1843
MainStreet Investment Advisors
Illinois
$1.23M -$360K -747 -23%
C1AG
1844
Client 1st Advisory Group
Florida
$1.23M +$81.9K +170 +7%
WAG
1845
Winthrop Advisory Group
Massachusetts
$1.23M -$6.26K -13 -0.5%
HS
1846
HighVista Strategies
Massachusetts
$1.23M -$1.69M -3,500 -58%
UW
1847
Unique Wealth
Florida
$1.22M +$405K +842 +50%
SSWM
1848
Sheets Smith Wealth Management
North Carolina
$1.22M +$1.22M +2,536 New
RIA
1849
Regal Investment Advisors
Michigan
$1.22M +$482 +1 +0%
ZIG
1850
Zuckerman Investment Group
Illinois
$1.22M +$48.2K +100 +4%