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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
44.18%
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 %
CAC
851
Certified Advisory Corp
Florida
$8.02M -$269K -630 -3%
SW
852
SVB Wealth
Massachusetts
$7.99M +$573K +1,343 +8%
SCM
853
Shelton Capital Management
Colorado
$7.98M +$523K +1,226 +7%
TGAM
854
TBH Global Asset Management
Tennessee
$7.97M -$873K -2,047 -10%
BSI
855
Bennett Selby Investments
Maine
$7.96M +$112K +262 +1%
SSA
856
South Street Advisors
New York
$7.95M +$22.6K +53 +0.3%
WCM
857
Wisconsin Capital Management
Wisconsin
$7.93M -$8.53K -20 -0.1%
BHWM
858
Bar Harbor Wealth Management
New Hampshire
$7.9M -$169K -396 -2%
KIA
859
Knollwood Investment Advisory
Maryland
$7.9M +$5.29M +12,400 +202%
DRD
860
Dennis R. Delaney
$7.87M -$7.68K -18 -0.1%
LG
861
Leuthold Group
Minnesota
$7.86M -$4.69K -11 -0.1%
FG
862
Fiduciary Group
Georgia
$7.85M -$85.7K -201 -1%
IPGDR
863
Investidor Profissional Gestao de Recursos
Brazil
$7.84M -$1.02M -2,402 -12%
PWS
864
Peloton Wealth Strategists
Indiana
$7.84M -$123K -288 -2%
CG
865
Caprock Group
Idaho
$7.8M +$180K +421 +2%
LOPW
866
Live Oak Private Wealth
North Carolina
$7.8M -$21.8K -51 -0.3%
OCAM
867
Onex Canada Asset Management
Ontario, Canada
$7.76M -$2.45M -5,740 -24%
CA
868
Callahan Advisors
Texas
$7.74M +$2.5M +5,869 +48%
RJT
869
Raymond James Trust
Florida
$7.72M +$466K +1,093 +6%
BFG
870
Berger Financial Group
Minnesota
$7.71M -$107K -251 -1%
FTDI
871
First Trust Direct Indexing
Massachusetts
$7.68M +$1.22M +2,861 +19%
PFS
872
Physicians Financial Services
North Carolina
$7.67M -$6.4K -15 -0.1%
VIM
873
Vancity Investment Management
British Columbia, Canada
$7.66M -$1.42M -3,328 -16%
BC
874
Burney Company
Virginia
$7.64M +$92.6K +217 +1%
USCWA
875
U.S. Capital Wealth Advisors
Texas
$7.63M -$225K -528 -3%