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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 %
RP
1801
Rice Partnership
Hawaii
$1.14M
SWM
1802
SeaCrest Wealth Management
New York
$1.14M -$18.9K -45 -2%
CFP
1803
Catalyst Financial Partners
Massachusetts
$1.13M +$17.1K +40 +2%
ZB
1804
Zions Bancorporation
Utah
$1.13M -$427 -1 -0%
PWM
1805
Prentice Wealth Management
New York
$1.13M -$5.55K -13 -0.5%
FC
1806
FORA Capital
Florida
$1.13M +$1.13M +2,651 New
PFA
1807
Professional Financial Advisors
Nebraska
$1.13M +$75.5K +177 +7%
MAM
1808
McCarthy Asset Management
California
$1.13M
CAL
1809
Capital Advisors Ltd
Ohio
$1.13M +$20.9K +49 +2%
SAM
1810
Smartleaf Asset Management
Massachusetts
$1.12M +$1.12M +2,679 New
PIA
1811
Pinion Investment Advisors
Kansas
$1.12M -$90.9K -213 -8%
PCM
1812
Pointe Capital Management
Michigan
$1.12M +$76.8K +180 +7%
CRI
1813
Commonwealth Retirement Investments
Virginia
$1.12M +$1.12M +2,625 New
FIC
1814
FCG Investment Company
Tennessee
$1.12M +$1.12M +2,617 New
RFS
1815
Richardson Financial Services
Massachusetts
$1.11M +$1.11M +2,611 New
BFO
1816
Biltmore Family Office
North Carolina
$1.11M +$36.3K +85 +3%
EFG
1817
Ethos Financial Group
Pennsylvania
$1.11M +$273K +640 +33%
FCG
1818
Fielder Capital Group
Tennessee
$1.11M +$1.11M +2,592 New
NP
1819
Nilsine Partners
Colorado
$1.1M -$279K -653 -20%
PVI
1820
Pine Valley Investments
New Jersey
$1.1M -$214K -502 -16%
NDSI
1821
Newman Dignan & Sheerar Inc
Rhode Island
$1.1M +$40.5K +95 +4%
AWP
1822
Accretive Wealth Partners
New Jersey
$1.1M -$12.8K -30 -1%
APP
1823
Avantax Planning Partners
Iowa
$1.09M +$124K +290 +13%
WAG
1824
Winthrop Advisory Group
Massachusetts
$1.09M +$74.2K +174 +7%
SAM
1825
Sompo Asset Management
Japan
$1.09M +$222K +520 +25%