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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 %
AGM
2551
Alpine Global Management
New York
$311K +$311K +730 New
MF
2552
Manchester Financial
California
$311K -$853 -2 -0.3%
MCA
2553
MSH Capital Advisors
Arizona
$311K -$180K -421 -37%
SC
2554
Saiph Capital
New Jersey
$310K +$2.99K +7 +1%
HIG
2555
Heritage Investment Group
Florida
$310K
CF
2556
Clarity Financial
Texas
$309K -$15.4K -36 -5%
JFA
2557
JNBA Financial Advisors
Minnesota
$308K
GCM
2558
Goldstream Capital Management
Hong Kong
$307K
FG
2559
Foster Group
Iowa
$307K
KF
2560
KKM Financial
Illinois
$305K +$305K +716 New
CCM
2561
Crew Capital Management
Ohio
$305K +$1.28K +3 +0.4%
AIA
2562
AIMZ Investment Advisors
California
$305K
IWN
2563
Independent Wealth Network
Iowa
$303K +$1.71K +4 +0.6%
GCM
2564
Gladius Capital Management
Illinois
$303K -$3.24M -7,600 -91%
ET
2565
Entropy Technologies
New York
$303K +$303K +710 New
FB
2566
First Bancorp
Maine
$302K
OPCM
2567
Osborne Partners Capital Management
California
$302K +$302K +709 New
KFA
2568
Kapstone Financial Advisors
Ohio
$302K
DA
2569
Drake & Associates
Wisconsin
$302K +$8.96K +21 +3%
XWM
2570
Xcel Wealth Management
Florida
$302K -$2.56K -6 -0.8%
RTC
2571
Riverview Trust Company
Washington
$301K
HC
2572
Hendley & Co
Ohio
$301K
TFA
2573
Teamwork Financial Advisors
Texas
$301K +$35.4K +83 +13%
MPPLM
2574
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$300K +$19.6K +46 +7%
WHG
2575
Westwood Holdings Group
Texas
$299K