MA icon

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 %
BIG
2776
Builder Investment Group
Georgia
$212K +$212K +496 New
GC
2777
Gibson Capital
Pennsylvania
$211K +$3.84K +9 +2%
EM
2778
ELCO Management
New York
$211K +$211K +495 New
IAG
2779
Investmark Advisory Group
Connecticut
$210K +$210K +492 New
SAW
2780
Signal Advisors Wealth
Michigan
$210K +$210K +491 New
DPW
2781
DiNuzzo Private Wealth
Pennsylvania
$209K +$209K +491 New
KC
2782
Kingfisher Capital
North Carolina
$209K +$209K +491 New
JSAM
2783
J. Safra Asset Management
New York
$209K +$14.1K +33 +7%
AI
2784
Accredited Investors
Minnesota
$208K +$208K +487 New
RW
2785
Regimen Wealth
Georgia
$207K +$207K +486 New
FCC
2786
Flower City Capital
New York
$207K +$207K +484 New
CWC
2787
Carolinas Wealth Consulting
North Carolina
$206K +$9.81K +23 +5%
EMAM
2788
Encompass More Asset Management
California
$206K +$206K +483 New
WIA
2789
World Investment Advisors
California
$205K +$205K +480 New
PWP
2790
Precedent Wealth Partners
Texas
$205K +$205K +480 New
DAL
2791
Delta Accumulation LLC
California
$205K
CCWM
2792
Correct Capital Wealth Management
Missouri
$203K +$203K +476 New
FS
2793
Financial Symmetry
North Carolina
$203K +$203K +476 New
HCM
2794
Heathbridge Capital Management
Ontario, Canada
$203K +$203K +475 New
FF
2795
Fluent Financial
Texas
$203K +$203K +475 New
LFS
2796
Legacy Financial Strategies
Kansas
$202K +$202K +474 New
CNB
2797
Camden National Bank
Maine
$201K +$201K +472 New
AWA
2798
Alta Wealth Advisors
Massachusetts
$201K +$201K +471 New
PVM
2799
Palogic Value Management
Texas
$201K +$201K +471 New
RFG
2800
REAP Financial Group
Texas
$196K +$196K +460 New