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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 %
CCA
2926
Criterion Capital Advisors
Tennessee
$33.3K +$33.3K +78 New
FPFS
2927
First Personal Financial Services
North Carolina
$33.3K
RAM
2928
Riggs Asset Management
Pennsylvania
$31.1K
AA
2929
AlphaMark Advisors
Kentucky
$31K
BHWM
2930
Beaird Harris Wealth Management
Texas
$30.3K +$30.3K +71 New
FRA
2931
Front Row Advisors
California
$30.3K -$24.7K -58 -45%
QL
2932
Quarry LP
New York
$29.4K -$29.9K -70 -50%
FSWA
2933
Financial Synergies Wealth Advisors
Texas
$28.3K +$1.04K +3 +4%
SA
2934
Scarborough Advisors
Maryland
$28.2K +$28.2K +66 New
NECFA
2935
New England Capital Financial Advisors
Connecticut
$28K +$424 +1 +2%
RL
2936
Rogco LP
Oklahoma
$27.7K -$2.13K -5 -7%
GIS
2937
Grayhawk Investment Strategies
Alberta, Canada
$27.7K
LFASL
2938
Lugano Financial Advisors SA (LFA)
Switzerland
$27.3K +$27.3K +64 New
KA
2939
Kozak & Associates
Colorado
$27.3K
WAM
2940
WFA Asset Management
Wisconsin
$26.7K
AS
2941
Altshuler Shaham
Israel
$26.4K +$26.4K +62 New
Capstone Investment Advisors
2942
Capstone Investment Advisors
New York
$26K -$7.56M -17,727 -100%
PWA
2943
Provenance Wealth Advisors
Florida
$26K +$26K +61 New
VF
2944
VitalStone Financial
Texas
$26K +$19.5K +45 +300%
W
2945
WealthCollab
Washington
$25.6K +$25.6K +60 New
FFL
2946
Financial Freedom LLC
Ohio
$24.7K
VAMG
2947
Voisard Asset Management Group
Michigan
$23.5K +$23.5K +55 New
FWM
2948
FSA Wealth Management
Massachusetts
$23K +$23K +54 New
SCA
2949
Stuart Chaussee & Associates
California
$22.6K
TC
2950
Tacita Capital
Ontario, Canada
$22.6K +$22.6K +53 New