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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 %
FFWA
1926
FRG Family Wealth Advisors
Washington
$1.05M
RWPA
1927
Richard W. Paul & Associates
Michigan
$1.05M +$963 +2 +0.1%
C
1928
Certuity
Florida
$1.04M -$48.2K -100 -4%
CWM
1929
Connecticut Wealth Management
Connecticut
$1.04M +$45.7K +95 +5%
FW
1930
FirstPurpose Wealth
Utah
$1.03M -$14.5K -31 -1%
NCM
1931
New Capital Management
Texas
$1.03M -$10.6K -22 -1%
MFWP
1932
Mosaic Family Wealth Partners
Missouri
$1.03M -$350K -726 -25%
BFS
1933
Burr Financial Services
California
$1.03M
NCFG
1934
New Century Financial Group
New Jersey
$1.03M -$38.5K -80 -4%
JFG
1935
Jefferies Financial Group
New York
$1.03M -$7.37M -15,302 -88%
MFG
1936
MidWestOne Financial Group
Iowa
$1.03M +$58.8K +122 +6%
CCA
1937
Catalyst Capital Advisors
New York
$1.03M +$287K +595 +39%
OL
1938
OneFund LLC
Florida
$1.02M -$24.4K -51 -2%
TC
1939
Trust Company
Kansas
$1.02M +$200K +415 +24%
WKWM
1940
Walter & Keenan Wealth Management
Indiana
$1.02M +$481 +1 +0%
SPWG
1941
Syntegra Private Wealth Group
Missouri
$1.02M +$59.7K +124 +6%
OFS
1942
Orrstown Financial Services
Pennsylvania
$1.02M +$31.3K +65 +3%
AP
1943
Adero Partners
California
$1.02M +$147K +305 +17%
FOA
1944
Five Oceans Advisors
California
$1.02M +$963 +2 +0.1%
AB
1945
Atlas Brown
Kentucky
$1.02M +$2.41K +5 +0.2%
WA
1946
WESPAC Advisors
California
$1.02M
VAG
1947
VisionPoint Advisory Group
Texas
$1.02M +$284K +590 +39%
SWM
1948
Scissortail Wealth Management
Oklahoma
$1.01M -$243K -504 -19%
AIC
1949
Argus Investors Counsel
New York
$1.01M +$121K +251 +14%
TNBTD
1950
Trustmark National Bank Trust Department
Mississippi
$1.01M +$4.33K +9 +0.4%