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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 %
NWM
1851
Northcape Wealth Management
New York
$1.22M
CFP
1852
Cascade Financial Partners
California
$1.22M +$1.22M +2,616 New
LAM
1853
Lifestyle Asset Management
Texas
$1.22M -$167K -347 -12%
DWM
1854
Drive Wealth Management
Utah
$1.21M -$103K -213 -8%
SOW
1855
State of Wyoming
Wyoming
$1.21M +$420K +873 +53%
BCA
1856
Bay Colony Advisors
Massachusetts
$1.21M -$175K -364 -13%
HIC
1857
Hartline Investment Corp
Illinois
$1.21M +$1.21M +2,515 New
IBOK
1858
Independence Bank of Kentucky
Kentucky
$1.21M +$194K +402 +19%
LF
1859
Lee Financial
Texas
$1.21M -$5.3K -11 -0.4%
PWMG
1860
Prestige Wealth Management Group
New Jersey
$1.21M -$1.19M -2,468 -50%
PIA
1861
Pinion Investment Advisors
Kansas
$1.21M -$56.3K -117 -4%
LC
1862
LCNB Corp
Ohio
$1.21M -$9.15K -19 -0.8%
RIL
1863
Rothschild Investment LLC
Illinois
$1.2M +$72.7K +151 +6%
FCA
1864
Fortis Capital Advisors
Kansas
$1.2M +$683K +1,418 +132%
HC
1865
Hara Capital
Washington
$1.2M -$165K -343 -12%
NFA
1866
Northern Financial Advisors
Michigan
$1.2M -$14K -29 -1%
AWM
1867
Aprio Wealth Management
Georgia
$1.19M +$232K +481 +24%
DIM
1868
Delta Investment Management
California
$1.19M -$31.8K -66 -3%
MGAM
1869
McGowan Group Asset Management
Texas
$1.19M
SAM
1870
SP Asset Management
California
$1.19M +$50.1K +104 +4%
NP
1871
Nilsine Partners
Colorado
$1.19M -$59.2K -123 -5%
BWM
1872
Buckley Wealth Management
Nevada
$1.18M -$14.4K -30 -1%
M
1873
MOTCO
Texas
$1.18M +$972K +2,018 +462%
FA
1874
Faithward Advisors
Pennsylvania
$1.18M +$368K +764 +45%
PWA
1875
Providence Wealth Advisors
Illinois
$1.18M +$85.3K +178 +8%