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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 %
FFO
2701
Fortitude Family Office
Arizona
$238K +$238K +559 New
GA
2702
GoalVest Advisory
New York
$238K +$33.7K +79 +16%
FA
2703
Fountainhead AM
New Jersey
$237K +$1.28K +3 +0.5%
MWA
2704
Monograph Wealth Advisors
California
$237K +$237K +555 New
MIM
2705
Marco Investment Management
Georgia
$235K
FAP
2706
Financial Advisory Partners
Florida
$235K
GMA
2707
Glassy Mountain Advisors
Maryland
$235K
SMFG
2708
Sumitomo Mitsui Financial Group
Japan
$234K -$21.3K -50 -8%
VCM
2709
Versant Capital Management
Arizona
$234K -$8.1K -19 -3%
NEWAS
2710
N.E.W. Advisory Services
Wisconsin
$233K -$22.6K -53 -9%
GHA
2711
GW Henssler & Associates
Georgia
$233K
JTWM
2712
Jackson Thornton Wealth Management
Alabama
$233K -$5.12K -12 -2%
ODG
2713
O'Dell Group
Ohio
$233K
IIA
2714
Integral Investment Advisors
California
$232K +$8.1K +19 +4%
FAT
2715
First American Trust
California
$232K +$232K +543 New
AWC
2716
Abundance Wealth Counselors
Pennsylvania
$231K -$42.6K -100 -16%
WBG
2717
Wharton Business Group
Pennsylvania
$231K
KIG
2718
Kowal Investment Group
Wisconsin
$230K +$230K +538 New
HFP
2719
Holistic Financial Partners
Indiana
$229K -$9.81K -23 -4%
WB
2720
West Bancorporation
Iowa
$229K -$2.99K -7 -1%
AWM
2721
Activest Wealth Management
Florida
$229K +$107K +250 +87%
EGM
2722
Engineers Gate Manager
New York
$228K -$467K -1,094 -67%
CWG
2723
Crown Wealth Group
North Carolina
$228K +$228K +535 New
AWA
2724
Aletheian Wealth Advisors
Washington
$228K -$22.2K -52 -9%
IAG
2725
Investment Advisory Group
Massachusetts
$227K