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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 %
PIA
1201
Petredis Investment Advisors
Pennsylvania
$3.62M -$104K -245 -3%
CP
1202
CenterBook Partners
Connecticut
$3.62M +$1.02M +2,380 +39%
GIA
1203
GHP Investment Advisors
Colorado
$3.62M -$59.3K -139 -2%
MFG
1204
Merit Financial Group
Georgia
$3.62M -$2.02M -4,735 -36%
LSIA
1205
LaSalle St. Investment Advisors
Illinois
$3.61M -$93.9K -22 -3%
BHCM
1206
Brevan Howard Capital Management
Jersey
$3.61M +$2.45M +5,756 +213%
MNBTD
1207
Moody National Bank Trust Division
Texas
$3.6M -$3.49M -8,172 -49%
CCA
1208
Checchi Capital Advisers
California
$3.6M +$81.9K +192 +2%
WFI
1209
West Family Investments
California
$3.57M
GFP
1210
Gryphon Financial Partners
Ohio
$3.56M +$241K +571 +7%
SAG
1211
SageView Advisory Group
California
$3.56M +$734K +1,648 +26%
CAAS
1212
Capital Asset Advisory Services
Michigan
$3.55M -$63.1K -148 -2%
CAM
1213
Centre Asset Management
New York
$3.55M -$528K -1,237 -13%
RBC
1214
Roble Belko & Company
Pennsylvania
$3.54M +$3.4M +7,976 +2,395%
AWM
1215
Accurate Wealth Management
Florida
$3.54M -$79.8K -187 -2%
SBIA
1216
Sheaff Brock Investment Advisors
Indiana
$3.53M -$427 -1 -0%
LA
1217
Legacy Advisors
Pennsylvania
$3.52M +$24.3K +57 +0.7%
ETC
1218
Exchange Traded Concepts
Oklahoma
$3.5M -$163K -383 -4%
ECM
1219
Evergreen Capital Management
Washington
$3.48M -$67.8K -159 -2%
MMG
1220
Monetary Management Group
Missouri
$3.47M +$10.7K +25 +0.3%
BW
1221
Bison Wealth
Georgia
$3.45M +$68.7K +161 +2%
GWM
1222
Geneos Wealth Management
Colorado
$3.45M -$14.1K -33 -0.4%
SLWA
1223
San Luis Wealth Advisors
California
$3.44M +$552K +1,294 +19%
TW
1224
TrinityPoint Wealth
Connecticut
$3.43M +$427 +1 +0%
PAM
1225
Peak Asset Management
Colorado
$3.43M -$37.1K -87 -1%