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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 %
BSB
2876
Bangor Savings Bank
Maine
$70.4K
JPWM
2877
Jamison Private Wealth Management
Georgia
$69.4K +$425 +1 +0.6%
SWA
2878
SOA Wealth Advisors
New York
$69.1K
BGAI
2879
Bruce G. Allen Investments
Colorado
$68.7K +$68.7K +161 New
FFA
2880
Frazier Financial Advisors
Ohio
$65.3K +$65.3K +153 New
ECM
2881
Estabrook Capital Management
New York
$65.3K
NRG
2882
Nemes Rush Group
Michigan
$61.9K
KFS
2883
Kelly Financial Services
Massachusetts
$61.1K -$55.5K -130 -48%
OBWP
2884
O'Brien Wealth Partners
Massachusetts
$60.6K -$104K -243 -63%
VWM
2885
Valley Wealth Managers
New Jersey
$60.6K
CPG
2886
Cornerstone Planning Group
New Jersey
$59.7K -$4.27K -10 -7%
SWM
2887
Sugarloaf Wealth Management
Georgia
$59.7K
GWSA
2888
Global Wealth Strategies & Associates
Colorado
$58.4K
NCM
2889
Northwest Capital Management
Oregon
$58.4K +$2.99K +7 +5%
JAM
2890
JCIC Asset Management
Ontario, Canada
$57.2K +$14.5K +34 +34%
MFF
2891
Mango Five Family
Nevada
$55.4K +$55.4K +130 New
GCGDR
2892
Geo Capital Gestora de Recursos
Brazil
$55K -$5.59K -13 -9%
PG
2893
Proffitt & Goodson
Tennessee
$52K
EWP
2894
Elevation Wealth Partners
California
$51.9K
WCM
2895
Winthrop Capital Management
Indiana
$51.2K +$51.2K +120 New
RG
2896
Retirement Group
California
$51K
FCT
2897
First Community Trust
Iowa
$49.9K
CBT
2898
CoreFirst Bank & Trust
Kansas
$49K -$14.9K -35 -23%
DI
2899
DAGCO Inc
Ohio
$48.6K +$48.6K +114 New
DWS
2900
Dynamic Wealth Strategies
California
$48.6K +$48.6K +114 New