MA icon

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 %
LCWP
1776
Legacy Capital Wealth Partners
Arkansas
$1.18M -$116K -273 -9%
HC
1777
Hamilton Capital
Ohio
$1.18M +$24.3K +57 +2%
CIM
1778
CIM Investment Management
Pennsylvania
$1.18M
PL
1779
Plancorp LLC
Missouri
$1.18M +$283K +664 +32%
JSW
1780
Journey Strategic Wealth
New Jersey
$1.17M +$197K +462 +20%
PP
1781
Pacifica Partners
Canada
$1.17M -$71.6K -175 -6%
HI
1782
Harbour Investments
Wisconsin
$1.17M +$456K +1,069 +64%
3IP
1783
3Chopt Investment Partners
Virginia
$1.17M +$1.17M +2,738 New
VCM
1784
Virtue Capital Management
Tennessee
$1.17M -$174K -417 -13%
DWM
1785
Drive Wealth Management
Utah
$1.17M -$32.4K -76 -3%
KCM
1786
KRS Capital Management
Michigan
$1.16M +$46.9K +110 +4%
RGF
1787
Retirement Guys Formula
Ohio
$1.16M +$113K +266 +11%
HT
1788
Headlands Technologies
Illinois
$1.16M +$1.16M +2,713 New
BTI
1789
Blue Trust Inc
Georgia
$1.16M -$611K -1,544 -35%
SWP
1790
Semus Wealth Partners
Florida
$1.15M +$61.4K +144 +6%
MS
1791
Maven Securities
Jersey
$1.15M +$99K +232 +9%
LAM
1792
L2 Asset Management
Massachusetts
$1.15M +$1.13M +2,660 +6,045%
GSEP
1793
Golden State Equity Partners
California
$1.15M +$77.6K +182 +7%
RFN
1794
RDA Financial Network
Iowa
$1.15M +$32K +75 +3%
BMWM
1795
Brown Miller Wealth Management
Virginia
$1.15M -$70.4K -165 -6%
SWM
1796
Scissortail Wealth Management
Oklahoma
$1.15M +$220K +500 +24%
OC
1797
Oakworth Capital
Alabama
$1.15M +$71.2K +167 +7%
FAFN
1798
First Affirmative Financial Network
Colorado
$1.15M +$135K +316 +13%
SFS
1799
Stiles Financial Services
Minnesota
$1.14M -$20.5K -48 -2%
MAWCM
1800
Mine & Arao Wealth Creation & Management
California
$1.14M +$1.28K +3 +0.1%