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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 %
HCM
1676
HMS Capital Management
Tennessee
$1.46M -$13.6K -32 -0.9%
TSW
1677
Three Seasons Wealth
Utah
$1.45M -$48.2K -113 -3%
IIM
1678
Intact Investment Management
Quebec, Canada
$1.45M
CWP
1679
Concord Wealth Partners
Virginia
$1.45M +$284K +667 +24%
KWM
1680
Koa Wealth Management
California
$1.45M +$1.45M +3,393 New
AC
1681
Avestar Capital
New York
$1.45M +$281K +659 +24%
RZH
1682
Relyea Zuckerberg Hanson
Connecticut
$1.44M +$12.8K +30 +0.9%
CWAG
1683
Compton Wealth Advisory Group
Virginia
$1.44M +$71.2K +167 +5%
APWM
1684
Atlas Private Wealth Management
New York
$1.44M +$426 +1 +0%
TIMH
1685
Tilt Investment Management Holdings
New York
$1.44M -$460K -1,079 -24%
WCM
1686
Whitener Capital Management
North Carolina
$1.44M
CA
1687
Claro Advisors
Massachusetts
$1.43M +$21.3K +50 +2%
WAS
1688
Winch Advisory Services
Wisconsin
$1.43M +$20.5K +48 +1%
BCA
1689
Bray Capital Advisors
Florida
$1.43M -$32K -75 -2%
MBT
1690
Montecito Bank & Trust
California
$1.43M +$100K +235 +8%
PFGIA
1691
Patriot Financial Group Insurance Agency
Massachusetts
$1.42M +$127K +298 +10%
ECG
1692
Edge Capital Group
Georgia
$1.41M +$34.1K +80 +2%
NMG
1693
New Millennium Group
Utah
$1.41M +$1.2M +2,807 +565%
MIA
1694
MainStreet Investment Advisors
Illinois
$1.41M +$15.4K +36 +1%
JWCA
1695
J.W. Cole Advisors
Florida
$1.4M +$294K +690 +27%
EFS
1696
Essex Financial Services
Connecticut
$1.4M +$58K +136 +4%
FNBSF
1697
First National Bank Sioux Falls
South Dakota
$1.39M
MC
1698
Middleton & Co
Massachusetts
$1.39M
DBRC
1699
D.B. Root & Company
Pennsylvania
$1.38M -$240K -562 -15%
BCM
1700
Buckhead Capital Management
Georgia
$1.38M -$8.53K -20 -0.6%