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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 %
BG
2601
Benedetti & Gucer
Georgia
$282K -$13.6K -32 -5%
TBC
2602
Ted Buchan & Co
California
$282K
MHIC
2603
Marble Harbor Investment Counsel
Massachusetts
$281K +$281K +660 New
MAWA
2604
Moss Adams Wealth Advisors
Washington
$281K +$56.3K +132 +25%
GFPC
2605
Global Financial Private Client
Florida
$281K
NFG
2606
Nadler Financial Group
Illinois
$280K
OHWP
2607
Oak Harbor Wealth Partners
North Carolina
$280K +$3.41K +8 +1%
XF
2608
XML Financial
Maryland
$280K -$2.56K -6 -0.9%
NFSG
2609
Newbridge Financial Services Group
Florida
$280K -$165K -387 -37%
CSB
2610
City State Bank
Iowa
$280K -$10.7K -25 -4%
GCA
2611
Greenwood Capital Associates
South Carolina
$279K +$41.8K +98 +18%
OA
2612
Operose Advisors
Wisconsin
$278K +$43.1K +101 +18%
GCA
2613
Genesee Capital Advisors
New York
$278K +$8.1K +19 +3%
PFM
2614
Phillips Financial Management
Indiana
$278K +$16.2K +38 +6%
MWM
2615
Mosley Wealth Management
California
$276K +$276K +648 New
BCP
2616
Blackhawk Capital Partners
Wisconsin
$276K -$20K -47 -7%
CBA
2617
Coastal Bridge Advisors
Connecticut
$275K +$11.9K +28 +5%
GSIAS
2618
Garden State Investment Advisory Services
New Jersey
$275K -$426 -1 -0.2%
CICI
2619
Capital Investment Counsel Inc
North Carolina
$275K
IFU
2620
iSAM Funds (UK)
United Kingdom
$275K +$275K +644 New
CWA
2621
Canvas Wealth Advisors
Kansas
$274K -$22.3K -52 -8%
ODA
2622
One Degree Advisors
California
$274K +$274K +600 New
OWA
2623
Octavia Wealth Advisors
Ohio
$274K -$1.28K -3 -0.5%
WWM
2624
Wagner Wealth Management
South Carolina
$274K +$426 +1 +0.2%
BWM
2625
Baron Wealth Management
Michigan
$273K +$7.25K +17 +3%