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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 %
GGI
2751
GPM Growth Investors
Michigan
$218K +$218K +511 New
CFAM
2752
Center For Asset Management
Florida
$218K +$218K +511 New
ACG
2753
Allen Capital Group
Nebraska
$217K +$217K +508 New
OAM
2754
Occidental Asset Management
California
$217K +$217K +508 New
PS
2755
Portfolio Strategies
New York
$216K
GGA
2756
Granite Group Advisors
Connecticut
$216K +$216K +460 New
AR
2757
Apeiron RIA
Texas
$215K +$215K +505 New
1W
2758
1776 Wealth
Georgia
$215K +$215K +505 New
WWP
2759
WR Wealth Planners
Missouri
$215K -$23K -54 -10%
YWM
2760
Yoder Wealth Management
California
$215K +$215K +503 New
NCM
2761
Northside Capital Management
Oregon
$214K +$214K +503 New
LWMNY
2762
Landmark Wealth Management (New York)
New York
$214K +$214K +501 New
CW
2763
Channel Wealth
California
$214K +$214K +501 New
LAM
2764
Lountzis Asset Management
Pennsylvania
$213K +$213K +500 New
MCI
2765
MRP Capital Investments
Georgia
$213K +$213K +500 New
PPA
2766
Painted Porch Advisors
California
$213K +$213K +500 New
WCFA
2767
Walkner Condon Financial Advisors
Wisconsin
$213K -$4.27K -10 -2%
MAG
2768
Mayfair Advisory Group
Alabama
$213K -$422 -1 -0.2%
DAM
2769
Doheny Asset Management
California
$213K +$213K +500 New
AC
2770
ASB Consultores
Florida
$213K -$122K -287 -37%
BBA
2771
Braun-Bostich & Associates
Pennsylvania
$213K +$213K +499 New
ONSWM
2772
Old North State Wealth Management
North Carolina
$213K -$15K -35 -7%
ACC
2773
Acorn Creek Capital
Colorado
$212K +$212K +498 New
LIA
2774
LS Investment Advisors
Michigan
$212K +$212K +498 New
PGWM
2775
Pitti Group Wealth Management
New York
$212K -$99.8K -234 -32%