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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 %
CCA
1876
Childress Capital Advisors
Texas
$990K +$51.2K +120 +5%
PC
1877
Permit Capital
Pennsylvania
$990K -$49K -115 -5%
EWM
1878
Empirical Wealth Management
Washington
$989K +$161K +378 +19%
EAM
1879
Evanson Asset Management
California
$985K
CFG
1880
Carr Financial Group
Massachusetts
$984K +$209K +491 +27%
PCP
1881
Proficio Capital Partners
Massachusetts
$984K +$19.2K +45 +2%
RSA
1882
River Street Advisors
Illinois
$981K +$58.4K +137 +6%
FWM
1883
FFT Wealth Management
Pennsylvania
$980K +$14.9K +35 +2%
PWLP
1884
Prio Wealth Limited Partnership
Massachusetts
$976K +$37.1K +87 +4%
GDP
1885
Great Diamond Partners
Maine
$974K -$427 -1 -0%
GWSG
1886
GPS Wealth Strategies Group
Colorado
$967K +$29.4K +69 +3%
C
1887
Certuity
Florida
$966K +$1.71K +4 +0.2%
FLI
1888
Family Legacy Inc
South Carolina
$963K
ICM
1889
IMS Capital Management
Oregon
$961K
MGWM
1890
Marks Group Wealth Management
Minnesota
$961K +$29K +68 +3%
FWTB
1891
First Western Trust Bank
Colorado
$959K -$28.6K -67 -3%
HWM
1892
Hemington Wealth Management
Virginia
$957K +$109K +256 +13%
FW
1893
FirstPurpose Wealth
Utah
$952K +$25.2K +59 +3%
PFG
1894
PAX Financial Group
Texas
$951K -$31.6K -69 -3%
NCFG
1895
New Century Financial Group
New Jersey
$945K +$945K +2,216 New
PIA
1896
Perennial Investment Advisors
California
$942K +$7.68K +18 +0.8%
PWM
1897
Penobscot Wealth Management
Maine
$941K -$12.4K -29 -1%
KLCM
1898
KG&L Capital Management
Louisiana
$941K +$243K +569 +35%
AA
1899
Alta Advisers
United Kingdom
$938K
SMA
1900
Seven Mile Advisory
New Jersey
$936K +$38K +89 +4%