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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 %
NP
1726
Ninepoint Partners
Ontario, Canada
$1.31M +$63.6K +149 +5%
MAG
1727
MRA Advisory Group
New Jersey
$1.3M +$996K +2,334 +331%
GWS
1728
Glassman Wealth Services
Virginia
$1.29M +$853 +2 +0.1%
HAG
1729
HF Advisory Group
Maryland
$1.29M +$103K +242 +9%
IDA
1730
Intelligence Driven Advisers
California
$1.29M +$406K +904 +46%
BOPW
1731
Brandywine Oak Private Wealth
Pennsylvania
$1.29M -$11.5K -27 -0.9%
EI
1732
Ellevest Inc
New York
$1.29M +$3.84K +9 +0.3%
4WM
1733
4J Wealth Management
Virginia
$1.29M -$89.6K -210 -6%
BWM
1734
BNC Wealth Management
Oregon
$1.29M +$2.56K +6 +0.2%
BSC
1735
Brown Shipley & Co
United Kingdom
$1.29M -$347K -814 -21%
TWA
1736
TCI Wealth Advisors
Arizona
$1.29M -$68.2K -160 -5%
IP
1737
Intellectus Partners
California
$1.28M -$17.1K -40 -1%
YIH
1738
Y-Intercept (HK)
Hong Kong
$1.28M -$433K -1,016 -25%
EWA
1739
Encompass Wealth Advisors
Oregon
$1.28M
CP
1740
Castleview Partners
Texas
$1.28M +$49.1K +115 +4%
AGC
1741
Aspen Grove Capital
Colorado
$1.27M -$14.4K -34 -1%
CWM
1742
Chesapeake Wealth Management
Virginia
$1.26M +$57.6K +135 +5%
MW
1743
Marcum Wealth
Ohio
$1.25M -$63.5K -149 -5%
AIM
1744
Acropolis Investment Management
Missouri
$1.25M
AFS
1745
Aft Forsyth & Sober
Florida
$1.25M
MFG
1746
Monumental Financial Group
Maryland
$1.24M -$9.38K -22 -0.7%
MWA
1747
Meridian Wealth Advisors
Texas
$1.24M
GFG
1748
Goldstone Financial Group
Illinois
$1.24M -$61.8K -145 -5%
EWM
1749
EPG Wealth Management
Georgia
$1.24M +$33.2K +72 +3%
CFIA
1750
Cantor Fitzgerald Investment Advisors
New York
$1.23M +$1.23M +2,880 New