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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 %
OCM
1476
Orleans Capital Management
Louisiana
$2.13M +$119K +280 +6%
PWP
1477
Principle Wealth Partners
Connecticut
$2.12M +$26.9K +63 +1%
PWMG
1478
Prestige Wealth Management Group
New Jersey
$2.12M +$196K +459 +10%
LWL
1479
Leo Wealth LLC
Texas
$2.12M +$2.12M +4,811 New
CHA
1480
Carmichael Hill & Associates
Maryland
$2.12M +$426 +1 +0%
PTP
1481
Platform Technology Partners
New York
$2.1M +$32.6K +71 +2%
QWP
1482
Quotient Wealth Partners
Texas
$2.1M +$2.1M +4,925 New
GLR
1483
Great Lakes Retirement
Ohio
$2.1M +$41.4K +97 +2%
WP
1484
WealthSource Partners
California
$2.1M +$1.28K +3 +0.1%
BOSSRA
1485
B.O.S.S. Retirement Advisors
Utah
$2.09M -$2.77M -6,494 -57%
HL
1486
HeadInvest LLC
Maine
$2.09M -$4.27K -10 -0.2%
DC
1487
Dantai Capital
Hong Kong
$2.09M +$810K +1,900 +63%
WAP
1488
Wealthcare Advisory Partners
Pennsylvania
$2.09M +$209K +490 +11%
SIA
1489
SeaBridge Investment Advisors
New Jersey
$2.08M +$427 +1 +0%
FUBT
1490
First United Bank & Trust
Maryland
$2.07M -$69.1K -162 -3%
FMLI
1491
Fukoku Mutual Life Insurance
Japan
$2.07M -$37.5K -88 -2%
CIM
1492
Caldwell Investment Management
Ontario, Canada
$2.07M
LC
1493
Lindbrook Capital
California
$2.06M +$250K +585 +14%
SIM
1494
Sentry Investment Management
Wisconsin
$2.05M -$12.8K -30 -0.6%
CFG
1495
Citizens Financial Group
Rhode Island
$2.05M +$410K +961 +25%
FGA
1496
Fortis Group Advisors
New Jersey
$2.04M +$727 +2 +0%
CA
1497
Commerzbank Aktiengesellschaft
Germany
$2.04M +$333K +780 +19%
MA
1498
Mutual Advisors
Nebraska
$2.03M +$58.9K +138 +3%
LNB
1499
Ledyard National Bank
$2.03M -$45.6K -107 -2%
GPA
1500
Garrison Point Advisors
California
$2.03M -$32K -75 -2%