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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 %
WA
1501
Wealth Alliance
New York
$2.02M -$19.6K -46 -1%
VHAM
1502
Van Hulzen Asset Management
California
$2.02M -$612K -1,436 -23%
EWA
1503
EverSource Wealth Advisors
Alabama
$2.02M -$47.8K -112 -2%
ACA
1504
Aptus Capital Advisors
Alabama
$2.01M -$144K -338 -7%
PFT
1505
Providence First Trust
Arizona
$2.01M -$6.4K -15 -0.3%
SAM
1506
Synergy Asset Management
Washington
$2.01M +$488K +1,144 +32%
ACM
1507
Aubrey Capital Management
United Kingdom
$2M
JWCA
1508
J.W. Coons Advisors
Ohio
$2M +$2.56K +6 +0.1%
DFG
1509
Delta Financial Group
New Jersey
$2M +$22.2K +52 +1%
AWM
1510
Able Wealth Management
New Jersey
$2M +$2M +4,680 New
FPCP
1511
Fort Point Capital Partners
California
$2M -$40.1K -94 -2%
BCM
1512
Barden Capital Management
Texas
$1.99M +$258K +645 +15%
SF
1513
Summit Financial
New Jersey
$1.99M +$88.3K +207 +5%
PPWP
1514
Premier Path Wealth Partners
New Jersey
$1.99M +$1.99M +4,660 New
FCP
1515
Fidelis Capital Partners
Florida
$1.99M +$174K +408 +10%
PP
1516
Patron Partners
Texas
$1.98M +$55.9K +131 +3%
BFG
1517
Beacon Financial Group
Texas
$1.97M +$106K +249 +6%
EFA
1518
Evernest Financial Advisors
Indiana
$1.97M +$1.97M +4,613 New
M
1519
Mirova
France
$1.97M +$91.3K +214 +5%
CWM
1520
Chemistry Wealth Management
New York
$1.96M +$14.5K +34 +0.7%
GA
1521
Geller Advisors
New York
$1.96M +$15.8K +37 +0.8%
MTC
1522
McDaniel Terry & Co
Texas
$1.95M -$166K -390 -8%
CBTWT
1523
Community Bank & Trust (Waco, Texas)
Texas
$1.95M +$1.32M +3,083 +207%
SNB
1524
Security National Bank
Nebraska
$1.95M +$31.1K +73 +2%
OM
1525
OV Management
Minnesota
$1.94M +$1.94M +4,554 New