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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 %
MWM
1151
Modera Wealth Management
New Jersey
$4.05M -$52.5K -123 -1%
AWAU
1152
Alliance Wealth Advisors (Utah)
Utah
$4.04M +$32.8K +77 +0.8%
FWM
1153
Fairhaven Wealth Management
Illinois
$4.03M +$43.1K +101 +1%
PCA
1154
Peddock Capital Advisors
Massachusetts
$4.03M -$427 -1 -0%
AWA
1155
Arkadios Wealth Advisors
Georgia
$4M -$88.3K -207 -2%
SS
1156
Sunbelt Securities
Texas
$4M +$28.6K +67 +0.7%
VF
1157
Virtu Financial
New York
$4M +$4M +9,377 New
NP
1158
NorthRock Partners
Minnesota
$4M +$1.25M +2,934 +46%
TP
1159
Tranquility Partners
Tennessee
$3.99M -$155K -364 -4%
CBB
1160
Citizens Business Bank
California
$3.97M -$248K -581 -6%
MC
1161
Mathes Company
New York
$3.96M -$7.25K -17 -0.2%
DPIM
1162
Duff & Phelps Investment Management
Illinois
$3.95M +$29.9K +70 +0.8%
MAM
1163
Morse Asset Management
Connecticut
$3.94M +$110K +259 +3%
BO
1164
Bank OZK
Arkansas
$3.93M -$77.6K -182 -2%
CWM
1165
Concentric Wealth Management
California
$3.93M -$274K -643 -7%
WGCA
1166
Wolf Group Capital Advisors
Virginia
$3.92M +$108K +274 +3%
GIA
1167
Gladstone Institutional Advisory
Florida
$3.91M -$596K -1,397 -13%
AIM
1168
Anchor Investment Management
South Carolina
$3.91M +$105K +247 +3%
SW
1169
SlateStone Wealth
Florida
$3.91M +$309K +724 +9%
BBNA
1170
Bremer Bank National Association
Minnesota
$3.89M +$16.2K +38 +0.4%
BSW
1171
Buckingham Strategic Wealth
Missouri
$3.89M +$151K +354 +4%
BDL
1172
Bey-Douglas LLC
Georgia
$3.88M +$3.88M +9,089 New
ONB
1173
Old National Bancorp
Indiana
$3.88M -$1.07M -2,500 -22%
FDP
1174
Financiere des Professionnels
Quebec, Canada
$3.86M +$31.6K +74 +0.8%
MC
1175
Mirabaud & Cie
Switzerland
$3.86M +$3.86M +9,040 New