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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 %
TCM
2651
Tufton Capital Management
Maryland
$258K +$11.1K +26 +4%
KPWG
2652
KFA Private Wealth Group
Virginia
$257K +$7.25K +17 +3%
FFW
2653
Fusion Family Wealth
New York
$257K
BDF
2654
Black Diamond Financial
Maryland
$257K -$53.3K -125 -17%
CBT
2655
Central Bank & Trust
Kentucky
$256K +$65.7K +154 +34%
RDIA
2656
RE Dickinson Investment Advisors
Iowa
$256K
CB
2657
Centennial Bank
Arkansas
$256K -$4.69K -11 -2%
ACA
2658
American Capital Advisory
Idaho
$256K +$256K +600 New
RA
2659
Rise Advisors
New York
$255K +$72.5K +170 +40%
ITIM
2660
Indiana Trust & Investment Management
Indiana
$255K +$10.7K +25 +4%
RWA
2661
Rooted Wealth Advisors
Illinois
$255K -$24.9K -54 -9%
VDI
2662
Vaughan David Investments
Illinois
$255K +$12K +28 +5%
GCP
2663
GSA Capital Partners
United Kingdom
$255K +$32K +75 +14%
BWP
2664
Baldwin Wealth Partners
Massachusetts
$254K -$131K -307 -34%
BC
2665
Barrett & Company
Rhode Island
$254K
BDFN
2666
Bond & Devick Financial Network
Minnesota
$254K
CMTU
2667
Capital Markets Trading (UK)
United Kingdom
$253K -$434K -1,017 -63%
KPPF
2668
Klein Pavlis & Peasley Financial
California
$252K +$252K +592 New
BCP
2669
Berkeley Capital Partners
Georgia
$251K -$1.71K -4 -0.7%
XS
2670
XR Securities
Illinois
$251K +$251K +589 New
EF
2671
Exeter Financial
Arizona
$251K +$251K +593 New
SIS
2672
Sound Income Strategies
Florida
$251K +$34.1K +80 +16%
EA
2673
Emerald Advisors
Washington
$249K +$6.82K +16 +3%
AA
2674
AJ Advisors
Tennessee
$248K +$248K +581 New
HA
2675
Hofer & Associates
California
$248K