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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 %
SPIS
1826
Steward Partners Investment Solutions
Oregon
$1.09M +$1.09M +2,556 New
CSIC
1827
Clifford Swan Investment Counsel
California
$1.09M +$45.2K +106 +4%
DIM
1828
Delta Investment Management
California
$1.09M -$127K -298 -10%
PCIG
1829
Partners Capital Investment Group
Massachusetts
$1.08M -$1.22M -2,872 -53%
NWM
1830
Northcape Wealth Management
New York
$1.08M -$42.7K -100 -4%
RIA
1831
Regal Investment Advisors
Michigan
$1.08M -$45.2K -106 -4%
LC
1832
LCNB Corp
Ohio
$1.08M -$67.8K -159 -6%
LF
1833
Lee Financial
Texas
$1.08M +$16.2K +38 +2%
NFA
1834
Northern Financial Advisors
Michigan
$1.07M -$11.5K -27 -1%
HFS
1835
Howard Financial Services
Texas
$1.07M +$9.38K +22 +0.9%
FCM
1836
FJ Capital Management
Virginia
$1.07M +$119K +280 +13%
SFG
1837
SevenBridge Financial Group
Pennsylvania
$1.07M
OFS
1838
OneAscent Financial Services
Alabama
$1.07M +$179K +419 +20%
PPC
1839
Park Place Capital
Alabama
$1.06M -$265K -621 -20%
BWM
1840
Buckley Wealth Management
Nevada
$1.06M -$42.7K -100 -4%
JJBC
1841
James J. Burns & Company
New York
$1.06M +$4.27K +10 +0.4%
BAM
1842
Beaumont Asset Management
Texas
$1.06M -$5.12K -12 -0.5%
MGAM
1843
McGowan Group Asset Management
Texas
$1.06M -$7.68K -18 -0.7%
GWA
1844
Gratus Wealth Advisors
Virginia
$1.05M +$1.05M +2,471 New
SP
1845
Stablepoint Partners
Massachusetts
$1.05M +$1.05M +2,468 New
WWM
1846
Whalen Wealth Management
Nevada
$1.05M +$1.05M +2,453 New
ACP
1847
Arcus Capital Partners
Georgia
$1.05M +$560K +1,313 +115%
BFS
1848
Burr Financial Services
California
$1.04M +$1.04M +2,273 New
SPI
1849
Sutton Place Investors
New York
$1.04M +$1.04M +2,432 New
ZIG
1850
Zuckerman Investment Group
Illinois
$1.04M -$21.3K -50 -2%