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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 %
ML
2526
McAdam LLC
Pennsylvania
$328K +$18.8K +44 +6%
FA
2527
Fortis Advisors
Pennsylvania
$327K
DFCM
2528
Dark Forest Capital Management
Puerto Rico
$326K -$173K -406 -35%
BWA
2529
Beam Wealth Advisors
Louisiana
$325K +$1.28K +3 +0.4%
KCM
2530
Kanawha Capital Management
Virginia
$324K +$14.9K +35 +5%
PWM
2531
PBMares Wealth Management
Virginia
$324K
TS
2532
Tamar Securities
California
$322K -$26.4K -62 -8%
ECM
2533
Elgethun Capital Management
South Dakota
$322K
SFG
2534
SNS Financial Group
Minnesota
$322K +$3.41K +8 +1%
MWC
2535
MBM Wealth Consultants
Missouri
$322K -$11.5K -26 -3%
AA
2536
Advisory Alpha
Michigan
$321K +$66.1K +155 +26%
QP
2537
Quilter Plc
United Kingdom
$320K -$163K -383 -34%
CPW
2538
Crestmont Private Wealth
Texas
$320K -$5.55K -13 -2%
MIM
2539
Merrion Investment Management
New Jersey
$320K
MAC
2540
Mason & Associates (California)
California
$319K
WH
2541
Willner & Heller
California
$319K +$319K +748 New
CC
2542
Courier Capital
New York
$318K +$20K +47 +7%
GKWIM
2543
Gerber Kawasaki Wealth & Investment Management
California
$318K -$51.2K -120 -14%
PB
2544
Pinnacle Bancorp
Nebraska
$316K -$12.8K -30 -4%
AWP
2545
Atlas Wealth Partners
Pennsylvania
$316K
MS
2546
Madden Securities
Texas
$315K -$1.28K -3 -0.4%
PCS
2547
Private Client Services
Kentucky
$314K +$314K +735 New
CCA
2548
Covey Capital Advisors
Georgia
$313K
BCM
2549
Bienville Capital Management
New York
$313K
DFA
2550
DHJJ Financial Advisors
Illinois
$312K -$2.13K -5 -0.7%