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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 %
WI
2676
Wintrust Investments
Illinois
$247K -$21.4K -50 -8%
MCM
2677
Morton Capital Management
California
$247K +$6.4K +15 +3%
CT
2678
Columbia Trust
Oregon
$247K +$247K +578 New
GWM
2679
GDS Wealth Management
Texas
$246K -$23.9K -56 -9%
EBSAM
2680
Eubel Brady & Suttman Asset Management
Ohio
$246K
HDIM
2681
Hanson & Doremus Investment Management
Vermont
$246K +$38.4K +90 +19%
CWM
2682
Cherrydale Wealth Management
New Jersey
$245K +$2.13K +5 +0.9%
LB
2683
Legacy Bridge
Iowa
$245K
CC
2684
Cannell & Co
New York
$245K
GHAM
2685
Gilman Hill Asset Management
Connecticut
$245K
EGWAG
2686
Elwood & Goetz Wealth Advisory Group
Georgia
$244K +$244K +573 New
TFA
2687
Trinity Financial Advisors
Ohio
$244K
MIC
2688
Meridian Investment Counsel
California
$244K
EL
2689
EWA LLC
Pennsylvania
$244K +$6.45K +14 +3%
TAM
2690
Titleist Asset Management
Texas
$243K -$20.9K -49 -8%
GC
2691
Gratus Capital
Georgia
$243K -$99K -232 -29%
AF
2692
Alerus Financial
North Dakota
$242K -$11.9K -28 -5%
AIM
2693
Arcadia Investment Management
Michigan
$242K
BSHC
2694
Breed's Hill Capital
Massachusetts
$242K +$242K +567 New
GSIS
2695
Global Strategic Investment Solutions
Arizona
$241K -$13.6K -32 -5%
TA
2696
TFB Advisors
Kansas
$240K -$339K -794 -59%
PR
2697
Payden & Rygel
California
$239K
BW
2698
BIP Wealth
Georgia
$239K +$239K +560 New
WPW
2699
Watershed Private Wealth
Illinois
$238K
NAMP
2700
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$238K