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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 %
PH
2801
Pinnacle Holdings
Oklahoma
$194K +$20.5K +48 +12%
CNBTD
2802
Citizens National Bank Trust Department
Mississippi
$194K
PCWA
2803
Pacific Capital Wealth Advisors
California
$192K +$192K +449 New
PO
2804
Private Ocean
California
$190K
BIA
2805
Bell Investment Advisors
California
$187K -$7.25K -17 -4%
M
2806
MOTCO
Texas
$186K -$4.69K -11 -2%
AIMA
2807
Ables Iannone Moore & Associates
Georgia
$186K +$186K +435 New
GC
2808
Garde Capital
Washington
$183K +$50K +117 +38%
TCG
2809
Transcendent Capital Group
Oklahoma
$183K +$183K +429 New
CAC
2810
Core Alternative Capital
Georgia
$182K -$283K -663 -61%
WPA
2811
West Paces Advisors
Georgia
$181K +$17.5K +41 +11%
PS
2812
Planned Solutions
California
$177K +$177K +414 New
TSW
2813
Thompson Siegel & Walmsley
Virginia
$175K
POIA
2814
Pin Oak Investment Advisors
Texas
$175K +$13.7K +32 +8%
PCFFS
2815
Pacific Center for Financial Services
California
$174K +$426 +1 +0.2%
AA
2816
Addison Advisors
Vermont
$171K +$23.9K +56 +16%
CJ
2817
Caitlin John
Michigan
$166K +$166K +390 New
FBC
2818
Fairfield, Bush & Co
Connecticut
$166K +$166K +390 New
PFA
2819
Pathway Financial Advisers
Indiana
$162K +$427 +1 +0.3%
GEA
2820
Glen Eagle Advisors
New Jersey
$162K +$17.9K +42 +12%
CFD
2821
Creative Financial Designs
Indiana
$161K +$7.68K +18 +5%
TFA
2822
Transamerica Financial Advisors
Florida
$159K -$4.27K -10 -3%
WWM
2823
Wolff Wiese Magana
California
$157K -$8.11K -19 -5%
PPWM
2824
PFG Private Wealth Management
Florida
$156K +$119K +280 +326%
BCM
2825
Blume Capital Management
California
$155K