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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 %
HT
1701
Heritage Trust
Oklahoma
$1.38M +$26K +61 +2%
B
1702
Barings
North Carolina
$1.37M -$61K -143 -4%
CF
1703
Copperwynd Financial
Arizona
$1.36M -$16.6K -39 -1%
UCB
1704
United Community Bank
South Carolina
$1.36M -$41.4K -97 -3%
OWMIAS
1705
One Wealth Management Investment & Advisory Services
Florida
$1.35M +$1.35M +3,172 New
FFO
1706
Fiduciary Family Office
Florida
$1.35M +$1.35M +3,162 New
DA
1707
Doliver Advisors
Texas
$1.35M -$13.2K -31 -1%
FPAS
1708
Focus Partners Advisor Solutions
Missouri
$1.35M +$153K +359 +13%
PA
1709
PFG Advisors
Arizona
$1.34M +$143K +336 +12%
VCM
1710
Violich Capital Management
California
$1.34M
CSI
1711
Cross Staff Investments
New York
$1.34M +$188K +441 +16%
SAM
1712
Steinberg Asset Management
New York
$1.34M -$101K -236 -7%
OFW
1713
Omnia Family Wealth
Florida
$1.34M
OBWG
1714
Onyx Bridge Wealth Group
New York
$1.34M -$50.3K -118 -4%
GC
1715
Gilbert & Cook
Iowa
$1.34M +$103K +241 +8%
PSP
1716
Principal Street Partners
Tennessee
$1.33M -$67.4K -158 -5%
VWM
1717
Venturi Wealth Management
Texas
$1.33M -$27.3K -64 -2%
SHFA
1718
SC&H Financial Advisors
Maryland
$1.33M
RCM
1719
Ratan Capital Management
Florida
$1.32M
HCP
1720
Holt Capital Partners
Texas
$1.32M
PCMC
1721
Private Capital Management (Colorado)
Colorado
$1.31M +$64K +150 +5%
TIA
1722
Trust Investment Advisors
Indiana
$1.31M -$38K -89 -3%
CFG
1723
Cooper Financial Group
California
$1.31M +$144K +338 +12%
CAMV
1724
Concord Asset Management (Virginia)
Virginia
$1.31M +$516K +1,209 +65%
CFA
1725
Cahill Financial Advisors
Minnesota
$1.31M -$34.1K -80 -3%