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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
44.19%
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 %
AWE
2726
Avidian Wealth Enterprises
Texas
$227K -$227K -532 -50%
MAP
2727
Moody Aldrich Partners
Massachusetts
$226K
FMP
2728
Financial Management Professionals
Texas
$226K -$1.28K -3 -0.6%
FFBTD
2729
First Financial Bank - Trust Division
Ohio
$226K -$14.5K -34 -6%
WP
2730
WealthShield Partners
North Carolina
$225K -$28.2K -66 -11%
RB
2731
Rodgers Brothers
Pennsylvania
$224K
VR
2732
Valued Retirements
Texas
$224K +$224K +525 New
BCM
2733
Brooktree Capital Management
Michigan
$223K -$2.56K -6 -1%
CPIA
2734
Cornell Pochily Investment Advisors
New York
$223K +$1.28K +3 +0.6%
LL
2735
LPWM LLC
Minnesota
$223K
CAGAS
2736
Capital Advisory Group Advisory Services
Minnesota
$223K
HGERS
2737
Householder Group Estate & Retirement Specialist
Arizona
$223K +$20.9K +49 +10%
LPAM
2738
Lodestar Private Asset Management
California
$223K
BONH
2739
Bank of New Hampshire
New Hampshire
$222K
MWA
2740
Motive Wealth Advisors
Michigan
$221K -$74.6K -175 -25%
CWM
2741
Cahaba Wealth Management
Georgia
$221K
MLA
2742
MB, Levis & Associates
Pennsylvania
$220K
TCMP
2743
Thrive Capital Management (Pennsylvania)
Pennsylvania
$220K -$21.3K -50 -9%
WDL
2744
Well Done LLC
Michigan
$220K +$220K +515 New
W
2745
Wealthquest
Ohio
$220K +$2.56K +6 +1%
FPGK
2746
Financial Partners Group (Kansas)
Kansas
$219K +$219K +515 New
TAM
2747
TCP Asset Management
Ohio
$219K +$219K +513 New
SF
2748
Slagle Financial
Illinois
$219K +$71.1K +333 +48%
BCAM
2749
Boston Common Asset Management
Massachusetts
$218K -$21.3K -50 -9%
AF
2750
Apollon Financial
South Carolina
$218K +$218K +511 New