MA icon

Mastercard

3,014 hedge funds and large institutions have $311B invested in Mastercard in 2023 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 1,070 increasing their positions, 1,189 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,014
Holders Change
+214
Holders Change %
+7.64%
% of All Funds
44.18%
Holding in Top 10
310
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.91%
% of All Funds
4.54%
New
346
Increased
1,070
Reduced
1,189
Closed
97
Calls
$3.41B
Puts
$3.7B
Net Calls
-$292M
Net Calls Change
-$1.23B
Name Holding Trade Value Shares
Change
Shares
Change %
FI
2501
Financial Insights
Washington
$340K -$42.7K -100 -11%
RPCA
2502
Running Point Capital Advisors
California
$340K +$427 +1 +0.1%
ST
2503
Somerset Trust
Pennsylvania
$339K -$69.5K -163 -17%
CIAS
2504
CFS Investment Advisory Services
New Jersey
$338K +$41.8K +98 +14%
MPW
2505
MGO Private Wealth
California
$336K +$40.9K +96 +14%
AAS
2506
Annex Advisory Services
Wisconsin
$336K +$3.41K +8 +1%
VAM
2507
Verity Asset Management
North Carolina
$336K
DWMS
2508
Dominguez Wealth Management Solutions
Virginia
$335K +$23.4K +55 +8%
EBA
2509
Eagle Bay Advisors
New York
$335K -$116K -271 -26%
HP
2510
Hyperion Partners
Pennsylvania
$335K -$75.5K -177 -18%
MSFP
2511
Mark Sheptoff Financial Planning
Connecticut
$335K
APW
2512
Acima Private Wealth
Virginia
$334K
HG
2513
Harbor Group
New Hampshire
$333K
I
2514
INVST
Indiana
$333K -$103K -223 -24%
VRM
2515
Vectors Research Management
New York
$332K +$20K +47 +6%
MWP
2516
Meridian Wealth Partners
Pennsylvania
$332K +$3.84K +9 +1%
FMI
2517
F/M Investments
District of Columbia
$332K -$27.7K -65 -8%
CFO
2518
Callan Family Office
Pennsylvania
$331K +$26K +61 +9%
OAM
2519
Oberweis Asset Management
Illinois
$331K -$21.3K -50 -6%
EC
2520
EdgeRock Capital
Colorado
$330K +$47.5K +103 +17%
BWM
2521
BlackDiamond Wealth Management
New York
$330K +$37.5K +82 +13%
CT
2522
Colonial Trust
South Carolina
$329K -$8.1K -19 -2%
BMC
2523
Benin Management Corp
Connecticut
$329K +$4.69K +11 +1%
GIP
2524
Greatmark Investment Partners
Georgia
$328K +$5.55K +13 +2%
AFG
2525
ABLE Financial Group
Arizona
$328K +$102K +240 +45%