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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 %
APC
2951
Aspire Private Capital
North Carolina
$22.2K
SC
2952
Stephens Consulting
Michigan
$21.8K
EIM
2953
Essex Investment Management
Massachusetts
$21.3K
LWA
2954
Lowe Wealth Advisors
Maryland
$21.3K
HI
2955
Hoey Investments
Pennsylvania
$21.3K
4FG
2956
4Thought Financial Group
New York
$20.9K +$20.9K +49 New
PGAM
2957
Princeton Global Asset Management
New Jersey
$18.8K
CTB
2958
Country Trust Bank
Illinois
$18.8K
KWAG
2959
Kiely Wealth Advisory Group
North Carolina
$17.5K +$17.5K +40 New
NMM
2960
Naples Money Management
Florida
$17.5K +$17.5K +41 New
RS
2961
Rakuten Securities
Japan
$17.5K +$17.5K +41 New
TFGT
2962
TS Financial Group (TSFG)
Illinois
$16K
LTI
2963
Laffer Tengler Investments
Tennessee
$15.8K +$15.8K +37 New
RF
2964
Robbins Farley
New Hampshire
$15.4K
BWM
2965
BKM Wealth Management
Wisconsin
$15.4K +$15.4K +36 New
SIM
2966
Studio Investment Management
Illinois
$14.9K
CFS
2967
CGC Financial Services
Oregon
$14.9K +$14.9K +35 New
OPTFSNA
2968
Old Point Trust & Financial Services N A
Virginia
$14.9K +$14.9K +35 New
TWP
2969
TFO Wealth Partners
Ohio
$14.1K -$51.6K -121 -79%
FG
2970
Fairman Group
Pennsylvania
$14.1K +$14.1K +33 New
VWA
2971
Valued Wealth Advisors
Utah
$13.9K +$13.9K +35 New
TLA
2972
Tanglewood Legacy Advisors
Texas
$13.1K
CIR
2973
Clear Investment Research
Georgia
$12.4K +$12.4K +29 New
MFT
2974
Moisand Fitzgerald Tamayo
Florida
$11.9K
HWP
2975
Highline Wealth Partners
California
$11.9K