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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 %
CMP
2901
Coston McIsaac & Partners
Maine
$47K +$8.89K +21 +23%
EC
2902
EntryPoint Capital
New York
$46.5K +$46.5K +109 New
IRC
2903
Investors Research Corp
Georgia
$45.6K
AW
2904
Avion Wealth
Texas
$45K -$5.52K -13 -11%
SIS
2905
Strategic Investment Solutions
Illinois
$43.9K -$1.84M -4,307 -98%
LIWM
2906
Long Island Wealth Management
New York
$43K +$43K +101 New
AWM
2907
AllSquare Wealth Management
New York
$42.7K
LFA
2908
Legend Financial Advisors
Pennsylvania
$42.7K
CFFP
2909
Center for Financial Planning
Michigan
$42.7K
BFS
2910
Burkett Financial Services
South Carolina
$42.4K +$42.4K +99 New
SA
2911
SRH Advisors
Kansas
$41.8K
MWM
2912
Mascoma Wealth Management
New Hampshire
$40.5K
SIC
2913
SJS Investment Consulting
Ohio
$39.2K +$1.28K +3 +3%
MCA
2914
Maryland Capital Advisors
Maryland
$38.8K -$18.8K -44 -33%
BCM
2915
Barometer Capital Management
Ontario, Canada
$38.3K
RFG
2916
RFP Financial Group
Georgia
$37.1K -$10.7K -25 -22%
SN
2917
Sittner & Nelson
Oregon
$37.1K
FRA
2918
Frank Rimerman Advisors
California
$37.1K +$37.1K +87 New
IPW
2919
Impact Partnership Wealth
Georgia
$35.4K -$48.2K -113 -58%
AP
2920
Aspect Partners
Virginia
$35.4K +$35.4K +83 New
FWM
2921
Focused Wealth Management
New York
$35.3K
UIA
2922
Ulland Investment Advisors
Minnesota
$35K
CCMI
2923
Creative Capital Management Investments
California
$35K
DAM
2924
Delta Asset Management
Tennessee
$34.1K +$1.71K +4 +5%
WTG
2925
West Tower Group
Virginia
$33.7K -$46.9K -110 -58%