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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 %
SCM
1901
Seascape Capital Management
New Hampshire
$1.11M -$17.3K -36 -2%
EAM
1902
Evanson Asset Management
California
$1.11M
CFG
1903
Carr Financial Group
Massachusetts
$1.11M
CCA
1904
Childress Capital Advisors
Texas
$1.11M -$8.67K -18 -0.8%
KLCM
1905
KG&L Capital Management
Louisiana
$1.11M +$46.7K +97 +4%
DWM
1906
Dorchester Wealth Management
Quebec, Canada
$1.11M -$12K -25 -1%
CG
1907
Cynosure Group
Utah
$1.1M -$614K -1,275 -36%
GWSG
1908
GPS Wealth Strategies Group
Colorado
$1.1M +$3.85K +8 +0.4%
FLI
1909
Family Legacy Inc
South Carolina
$1.09M +$6.74K +14 +0.6%
SMA
1910
Seven Mile Advisory
New Jersey
$1.09M +$36.6K +76 +3%
DFA
1911
Davies Financial Advisors
California
$1.09M +$1.09M +2,269 New
AGWCA
1912
Annis Gardner Whiting Capital Advisors
Florida
$1.09M +$228K +473 +26%
GWA
1913
Gratus Wealth Advisors
Virginia
$1.09M -$33.6K -74 -3%
MGWM
1914
Marks Group Wealth Management
Minnesota
$1.08M
WC
1915
Waterloo Capital
Texas
$1.08M +$332K +690 +44%
OWG
1916
Oxford Wealth Group
Florida
$1.07M +$1.07M +2,225 New
LJAC
1917
L.J. Altfest & Co
New York
$1.07M +$58.3K +121 +6%
PIA
1918
Perennial Investment Advisors
California
$1.06M +$1.45K +3 +0.1%
FWTB
1919
First Western Trust Bank
Colorado
$1.06M -$20.7K -43 -2%
AA
1920
Alta Advisers
United Kingdom
$1.06M
CB
1921
Community Bank
New York
$1.06M +$19.3K +40 +2%
DL
1922
DOHJ LLC
Washington
$1.06M +$632K +1,313 +150%
SFP
1923
Sandbox Financial Partners
Maryland
$1.05M +$6.26K +13 +0.6%
RSA
1924
River Street Advisors
Illinois
$1.05M -$53.9K -112 -5%
LIM
1925
Lagoda Investment Management
New York
$1.05M