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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 %
KLI
1551
Kelman-Lazarov Inc
Tennessee
$1.83M -$13.6K -32 -0.7%
WC
1552
Westhampton Capital
North Carolina
$1.83M -$7.68K -18 -0.4%
ACM
1553
AUA Capital Management
Pennsylvania
$1.83M +$14.5K +34 +0.8%
ACMA
1554
Arbor Capital Management (Alaska)
Alaska
$1.82M -$27.2K -65 -1%
RI
1555
Redwood Investments
Massachusetts
$1.82M -$369K -866 -17%
TCA
1556
Transcend Capital Advisors
New Jersey
$1.82M +$426 +1 +0%
SMC
1557
Smith, Moore & Co
Missouri
$1.82M +$28.6K +67 +2%
SG
1558
StoneX Group
New York
$1.82M +$481K +1,128 +36%
BFS
1559
Bard Financial Services
Connecticut
$1.81M +$57.6K +135 +3%
SCM
1560
Stevens Capital Management
Pennsylvania
$1.81M +$867K +2,034 +92%
CWA
1561
Consilium Wealth Advisory
Texas
$1.81M +$111K +261 +7%
CCMG
1562
Clark Capital Management Group
Pennsylvania
$1.81M +$943K +2,211 +109%
AMCA
1563
Arthur M. Cohen & Associates
Illinois
$1.8M -$27.7K -65 -2%
VT
1564
Vise Technologies
New York
$1.8M -$264K -618 -13%
NAS
1565
Nicolet Advisory Services
Wisconsin
$1.8M -$251K -599 -12%
IFS
1566
Intelligent Financial Strategies
Minnesota
$1.79M
AFCM
1567
Alta Fox Capital Management
Texas
$1.79M
NFG
1568
Nations Financial Group
Iowa
$1.79M +$29.4K +69 +2%
AWM
1569
Ameliora Wealth Management
Switzerland
$1.79M
CWG
1570
Cornerstone Wealth Group
North Carolina
$1.79M +$55.9K +131 +3%
PHK
1571
Point72 Hong Kong
Hong Kong
$1.78M +$1.78M +4,182 New
MAM
1572
Mystic Asset Management
Rhode Island
$1.77M +$23.5K +55 +1%
MYIA
1573
Mount Yale Investment Advisors
Colorado
$1.76M -$51.6K -121 -3%
LCM
1574
Liberty Capital Management
Michigan
$1.76M
OMC
1575
Old Mission Capital
Illinois
$1.76M +$988K +2,317 +129%