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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 %
IP
1526
Ignite Planners
California
$1.94M -$2.8M -6,635 -59%
MTIC
1527
Missouri Trust & Investment Company
Missouri
$1.94M -$17.9K -42 -0.9%
BPGAM
1528
BTG Pactual Global Asset Management
Bermuda
$1.94M -$853K -2,000 -31%
SPC
1529
Sigma Planning Corp
Michigan
$1.93M -$2.18M -5,112 -53%
TWM
1530
TriaGen Wealth Management
California
$1.93M -$55.9K -131 -3%
SIG
1531
Sargent Investment Group
Maryland
$1.92M +$786K +1,843 +69%
SWM
1532
Sendero Wealth Management
Texas
$1.92M +$39.7K +93 +2%
RCA
1533
Resonant Capital Advisors
Wisconsin
$1.92M +$754K +1,767 +64%
AF
1534
Advisornet Financial
Minnesota
$1.92M +$142K +333 +8%
CWM
1535
Compass Wealth Management
Connecticut
$1.92M
CCA
1536
Cobblestone Capital Advisors
New York
$1.92M -$14.9K -35 -0.8%
CIA
1537
Capital Investment Advisors
Georgia
$1.92M +$472K +1,106 +33%
RWP
1538
Revolve Wealth Partners
New Jersey
$1.91M -$128K -300 -6%
GWMR
1539
GC Wealth Management RIA
Massachusetts
$1.91M +$1.91M +4,478 New
CIC
1540
Cornercap Investment Counsel
Georgia
$1.91M +$1.91M +4,478 New
VWA
1541
Visionary Wealth Advisors
Illinois
$1.91M -$359K -842 -16%
MCM
1542
Manchester Capital Management
Vermont
$1.89M +$27.3K +64 +1%
PF
1543
Prosperitas Financial
California
$1.89M +$157K +367 +9%
MFS
1544
Mirabella Financial Services
United Kingdom
$1.89M +$1.89M +4,420 New
EWS
1545
Evergreen Wealth Solutions
Pennsylvania
$1.88M -$104K -243 -5%
AIP
1546
Alapocas Investment Partners
Massachusetts
$1.86M -$1.28K -3 -0.1%
CSPIA
1547
Cary Street Partners Investment Advisory
Virginia
$1.85M +$473K +1,108 +34%
HKIMG
1548
Hutchens & Kramer Investment Management Group
Indiana
$1.85M -$299K -700 -14%
KI
1549
Kapitalo Investimentos
Brazil
$1.84M -$40.9K -96 -2%
FHA
1550
First Horizon Advisors
Tennessee
$1.83M +$14.9K +35 +0.8%