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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 %
BWA
2626
BlueSky Wealth Advisors
North Carolina
$273K +$273K +640 New
RDWM
2627
Red Door Wealth Management
Tennessee
$272K +$272K +638 New
SHF
2628
Stage Harbor Financial
Massachusetts
$271K +$271K +635 New
WIC
2629
WealthBridge Investment Counsel
Alberta, Canada
$270K
RGC
2630
Roberts, Glore & Co
Illinois
$270K -$6.4K -15 -2%
CWM
2631
Chicago Wealth Management
Illinois
$270K -$5.12K -12 -2%
SCA
2632
Sandy Cove Advisors
Massachusetts
$269K +$269K +631 New
FDS
2633
Freedom Day Solutions
Texas
$269K
GA
2634
GSG Advisors
New Jersey
$268K +$25.1K +60 +10%
FWP
2635
FAS Wealth Partners
Kansas
$268K +$45.2K +106 +20%
CWA
2636
Carolina Wealth Advisors
South Carolina
$267K
DWM
2637
Dogwood Wealth Management
Kansas
$267K +$267K +625 New
GJIA
2638
Glass Jacobson Investment Advisors
Maryland
$266K +$40.5K +95 +18%
BTIM
2639
BancFirst Trust & Investment Management
Oklahoma
$266K
GAMC
2640
Garner Asset Management Corp
Texas
$265K -$9.17K -20 -3%
WMA
2641
West Michigan Advisors
Michigan
$265K +$2.99K +7 +1%
FFA
2642
Fi3 Financial Advisors
Indiana
$265K -$64.4K -151 -20%
LGG
2643
Luts & Greenleigh Group
Maryland
$262K +$427 +1 +0.2%
HI
2644
Humankind Investments
New York
$262K -$8.53K -20 -3%
NG
2645
Northstar Group
New York
$261K
FBB
2646
Fulton Breakefield Broenniman
Maryland
$261K -$19.2K -45 -7%
CRWM
2647
Castle Rock Wealth Management
California
$261K -$1.25K -3 -0.5%
TVWM
2648
Tower View Wealth Management
Wisconsin
$259K +$2.56K +6 +1%
TWP
2649
Tempus Wealth Planning
California
$259K +$3.41K +8 +1%
WE
2650
Wealth Effects
Massachusetts
$258K +$23.5K +55 +10%