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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 %
WA
1926
WESPAC Advisors
California
$900K
AB
1927
Atlas Brown
Kentucky
$899K
CF
1928
Cantor Fitzgerald
New York
$897K -$2.13K -5 -0.2%
LJAC
1929
L.J. Altfest & Co
New York
$894K -$4.69K -11 -0.5%
PWMG
1930
Provence Wealth Management Group
California
$894K +$71.7K +168 +9%
WMA
1931
Wealth Management Associates
New Jersey
$892K +$15.4K +36 +2%
FMB
1932
Field & Main Bank
Kentucky
$891K +$23.9K +56 +3%
CCM
1933
Canal Capital Management
Virginia
$891K +$2.99K +7 +0.3%
TNBTD
1934
Trustmark National Bank Trust Department
Mississippi
$890K +$62.7K +147 +8%
MC
1935
Maren Capital
Illinois
$889K +$889K +2,085 New
CCB
1936
Cutter & Co Brokerage
Missouri
$888K +$581K +1,363 +190%
CC
1937
Cipher Capital
New York
$886K +$886K +2,077 New
CCA
1938
Cottonwood Capital Advisors
Utah
$884K +$218K +510 +33%
RB
1939
Renasant Bank
Mississippi
$883K -$190K -445 -18%
RSWA
1940
Robinson Smith Wealth Advisors
Maine
$883K +$883K +2,070 New
FHC
1941
First Heartland Consultants
Missouri
$882K -$492K -1,153 -36%
CWM
1942
Connecticut Wealth Management
Connecticut
$881K +$190K +446 +28%
CWM
1943
Cahill Wealth Management
Michigan
$879K
RIM
1944
Rakuten Investment Management
Japan
$877K +$877K +2,057 New
WW
1945
Waterfront Wealth
Kansas
$876K
OFS
1946
Orrstown Financial Services
Pennsylvania
$876K +$876K +2,053 New
AFT
1947
Alpha Family Trust
California
$874K
SOS
1948
Silver Oak Securities
Tennessee
$874K +$453K +1,062 +108%
TSWM
1949
Tyler-Stone Wealth Management
Ohio
$870K
KA
1950
KLCM Advisors
Wisconsin
$870K -$174K -409 -17%