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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 %
HCM
2826
Highlander Capital Management
New Jersey
$151K
VL
2827
Vima LLC
Michigan
$150K +$150K +352 New
OCM
2828
Orion Capital Management
California
$149K +$6.4K +15 +4%
BAM
2829
Bellevue Asset Management
Washington
$149K
MFA
2830
McClarren Financial Advisors
Pennsylvania
$149K
AAG
2831
Armstrong Advisory Group
Massachusetts
$148K
BBPWM
2832
Blue Bell Private Wealth Management
Pennsylvania
$145K
A
2833
AJOVista
Massachusetts
$145K +$145K +340 New
CTC
2834
Cetera Trust Company
Minnesota
$144K +$144K +338 New
PWMG
2835
Private Wealth Management Group
New Jersey
$139K +$139K +327 New
BCMLT
2836
Beacon Capital Management LLC (Tennessee)
Tennessee
$137K -$1.98K -5 -1%
PA
2837
Pineridge Advisors
Missouri
$136K +$136K +319 New
ICM
2838
Intrepid Capital Management
Florida
$135K +$8.1K +19 +6%
GWMIA
2839
Global Wealth Management Investment Advisory
Florida
$134K -$6.4K -15 -5%
WIA
2840
Wetzel Investment Advisors
Indiana
$133K +$133K +311 New
MSWM
2841
McGlone Suttner Wealth Management
Wisconsin
$130K +$130K +305 New
GG
2842
Greenwood Gearhart
Arkansas
$128K +$128K +300 New
CAM
2843
Cacti Asset Management
Georgia
$127K
AWM
2844
Abound Wealth Management
Tennessee
$125K -$427 -1 -0.3%
WTA
2845
Washington Trust Advisors
Massachusetts
$123K -$179K -421 -59%
AFS
2846
Annapolis Financial Services
Maryland
$120K
SAS
2847
Stelac Advisory Services
New York
$119K
TLCM
2848
Twin Lakes Capital Management
California
$117K +$426 +1 +0.4%
RP
2849
Rowlandmiller & Partners
Georgia
$115K
CSWM
2850
Cassady Schiller Wealth Management
Ohio
$111K