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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 %
DWM
2576
Denver Wealth Management
Colorado
$299K -$10.7K -25 -3%
FTA
2577
Financial & Tax Architects
Missouri
$299K
EA
2578
Echo45 Advisors
California
$298K +$50.3K +118 +20%
KWM
2579
Kaydan Wealth Management
Michigan
$297K -$12.4K -29 -4%
HCM
2580
Highview Capital Management
Illinois
$296K -$2.13K -5 -0.7%
PWA
2581
Phoenix Wealth Advisors
North Carolina
$295K
GGI
2582
Godsey & Gibb Inc
Virginia
$295K
SICM
2583
Sustainable Insight Capital Management
New York
$294K -$42.7K -100 -13%
FCMT
2584
Founders Capital Management (Texas)
Texas
$294K -$27.7K -65 -9%
CWA
2585
CM Wealth Advisors
Ohio
$293K
NCM
2586
Noesis Capital Mangement
Florida
$293K
AFAS
2587
Acorn Financial Advisory Services
Virginia
$293K -$7.25K -17 -2%
FFG
2588
Frisch Financial Group
New York
$292K -$153K -359 -34%
PWM
2589
Paulson Wealth Management
Illinois
$291K -$269K -630 -48%
CL
2590
COWA LLC
Oklahoma
$291K +$41.8K +98 +17%
WCG
2591
Weaver Consulting Group
California
$291K
FDDB
2592
Fidelity D&D Bancorp
Pennsylvania
$291K +$6.82K +16 +2%
DWM
2593
Darwin Wealth Management
Florida
$290K -$23.9K -56 -8%
BI
2594
Ballast Inc
Kentucky
$290K
SP
2595
Systematic Portfolios
New York
$290K +$290K +680 New
LRIA
2596
Leonard Rickey Investment Advisors
Washington
$290K +$12.4K +29 +4%
CP
2597
Coho Partners
Pennsylvania
$289K
HWA
2598
HHM Wealth Advisors
Tennessee
$287K -$6.4K -15 -2%
EPA
2599
Element Pointe Advisors
Florida
$287K -$5.55K -13 -2%
WSC
2600
Wellington Shields & Co
New York
$284K +$225K +527 +376%