MA icon

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 %
NPP
1276
New Potomac Partners
Maryland
$3.1M -$46.9K -110 -1%
WCAMG
1277
Woodard & Company Asset Management Group
North Carolina
$3.09M -$112K -263 -4%
CWM
1278
Congress Wealth Management
Massachusetts
$3.08M +$630K +1,476 +26%
GBT
1279
Grove Bank & Trust
Florida
$3.07M +$169K +397 +6%
ACM
1280
Aquatic Capital Management
Illinois
$3.07M -$14.7M -34,440 -83%
MFS
1281
Monetta Financial Services
Illinois
$3.07M -$1.41M -3,300 -31%
CFS
1282
CRA Financial Services
New Jersey
$3.06M -$14.9K -35 -0.5%
ST
1283
Spinnaker Trust
Maine
$3.05M
EBT
1284
Enterprise Bank & Trust
Massachusetts
$3.05M +$46.9K +110 +2%
TWP
1285
Tyche Wealth Partners
Texas
$3.05M +$3.05M +7,149 New
PP
1286
Patten & Patten
Tennessee
$3.04M -$20.9K -49 -0.7%
WWM
1287
WT Wealth Management
Arizona
$3.04M +$1.34M +3,130 +79%
JIP
1288
Jaffetilchin Investment Partners
Florida
$3.03M +$127K +298 +4%
BWP
1289
Balboa Wealth Partners
Arizona
$3.03M +$37.1K +87 +1%
WP
1290
WMS Partners
Maryland
$3.02M +$210K +492 +7%
FIM
1291
Freedom Investment Management
Connecticut
$3.02M -$295K -692 -9%
SAM
1292
Smithbridge Asset Management
Pennsylvania
$3.02M -$8.53K -20 -0.3%
CICC
1293
Capital Investment Counsel (Colorado)
Colorado
$3.01M +$3.01M +7,059 New
CGA
1294
Channing Global Advisors
Florida
$3M +$40.9K +96 +1%
BCM
1295
Brookstone Capital Management
Illinois
$3M +$131K +306 +5%
PCM
1296
Princeton Capital Management
New Jersey
$2.99M -$390K -914 -12%
VFM
1297
Viking Fund Management
North Dakota
$2.99M
TC
1298
Tsai Capital
New York
$2.97M -$163K -382 -5%
LCM
1299
Legato Capital Management
California
$2.97M
CAG
1300
Csenge Advisory Group
Florida
$2.97M +$253K +593 +9%