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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 %
BCA
1751
Bay Colony Advisors
Massachusetts
$1.23M -$163K -382 -12%
BBA
1752
BLB&B Advisors
Pennsylvania
$1.23M +$98.5K +231 +9%
LAM
1753
Lifestyle Asset Management
Texas
$1.22M -$25.6K -60 -2%
EM
1754
Excalibur Management
Massachusetts
$1.22M +$32.4K +76 +3%
MFWP
1755
Mosaic Family Wealth Partners
Missouri
$1.22M +$312K +732 +34%
EFG
1756
Everhart Financial Group
Ohio
$1.22M +$117K +274 +11%
RCG
1757
Regatta Capital Group
California
$1.22M -$29.4K -69 -2%
IDBONY
1758
Israel Discount Bank of New York
New York
$1.22M -$66.1K -155 -5%
AIM
1759
Aigen Investment Management
New York
$1.22M +$1.22M +2,853 New
ANBT
1760
American National Bank & Trust
Texas
$1.22M -$16.2K -38 -1%
AC
1761
Allstate Corporation
Illinois
$1.21M -$65.7K -154 -5%
PAG
1762
Paladin Advisory Group
Iowa
$1.21M -$64K -150 -5%
PMA
1763
Prudent Man Advisors
Illinois
$1.21M -$24.7K -58 -2%
PI
1764
PFG Investments
New York
$1.21M +$46.5K +109 +4%
HC
1765
Hara Capital
Washington
$1.21M +$1.21M +2,834 New
LWM
1766
Laidlaw Wealth Management
New York
$1.21M -$58K -136 -5%
CANC
1767
Culbertson A N & Co
Virginia
$1.21M
HP
1768
Hilltop Partners
Indiana
$1.21M +$125K +292 +12%
CTA
1769
Colonial Trust Advisors
South Carolina
$1.2M
RWI
1770
Red Wave Investments
Pennsylvania
$1.2M -$426 -1 -0%
JMFC
1771
J.M. Forbes & Co
Massachusetts
$1.2M +$24.3K +57 +2%
ACA
1772
Affinity Capital Advisors
California
$1.2M -$48.2K -113 -4%
DWG
1773
Darden Wealth Group
Michigan
$1.19M +$1.19M +2,789 New
VA
1774
Valmark Advisers
Ohio
$1.19M +$654K +1,534 +123%
VC
1775
Veracity Capital
Georgia
$1.19M +$8.53K +20 +0.7%