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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 %
AO
1876
Advisor OS
Illinois
$1.17M +$471K +979 +67%
9WM
1877
9258 Wealth Management
Ohio
$1.16M -$5.3K -11 -0.5%
SOAMC
1878
Spirit of America Management Corp
New York
$1.16M
LAI
1879
Legal Advantage Investments
California
$1.16M
VCM
1880
Virtue Capital Management
Tennessee
$1.15M -$149K -320 -11%
CFO
1881
Collective Family Office
Pennsylvania
$1.15M +$337K +700 +41%
EWM
1882
Empirical Wealth Management
Washington
$1.15M +$34.2K +71 +3%
PTC
1883
Provident Trust Company
Wisconsin
$1.15M
CPA
1884
Capital Planning Advisors
California
$1.15M -$12.5K -26 -1%
MM
1885
MQS Management
New York
$1.14M +$658K +1,367 +135%
RB
1886
Renasant Bank
Mississippi
$1.14M +$144K +300 +14%
APP
1887
Avantax Planning Partners
Iowa
$1.14M -$95.8K -199 -8%
MMM
1888
Mendel Money Management
Illinois
$1.14M +$2.41K +5 +0.2%
CBFP
1889
Cedar Brook Financial Partners
Ohio
$1.14M -$9.15K -19 -0.8%
PCH
1890
PGIM Custom Harvest
New Jersey
$1.14M +$3.37K +7 +0.3%
OFS
1891
OneAscent Financial Services
Alabama
$1.14M -$69.4K -144 -6%
AWP
1892
Accretive Wealth Partners
New Jersey
$1.13M -$11.1K -25 -1%
WCM
1893
Wallace Capital Management
Texas
$1.13M
ICM
1894
IMS Capital Management
Oregon
$1.13M +$45.3K +94 +4%
ZB
1895
Zions Bancorporation
Utah
$1.13M -$154K -320 -12%
IIM
1896
Ipswich Investment Management
Massachusetts
$1.12M
PC
1897
Permit Capital
Pennsylvania
$1.12M
GDP
1898
Great Diamond Partners
Maine
$1.12M +$15.9K +33 +1%
GVAG
1899
Great Valley Advisor Group
Delaware
$1.11M +$60.7K +126 +6%
SFG
1900
SevenBridge Financial Group
Pennsylvania
$1.11M +$4.88K +11 +0.4%