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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 %
JCM
1951
Jacobsen Capital Management
Utah
$868K +$27.7K +65 +3%
MCM
1952
Monument Capital Management
Virginia
$868K +$13.2K +31 +2%
BBNB
1953
Baker Boyer National Bank
Washington
$867K
ARG
1954
Advisory Resource Group
Oklahoma
$860K +$8.1K +19 +1%
LIM
1955
Letson Investment Management
Georgia
$860K +$860K +2,016 New
AM
1956
Atwater Malick
Pennsylvania
$857K
MFG
1957
MidWestOne Financial Group
Iowa
$857K
GCM
1958
Graham Capital Management
Connecticut
$853K -$31.2M -73,090 -97%
VST
1959
Van Strum & Towne
California
$853K
AWM
1960
Aprio Wealth Management
Georgia
$853K -$7.68K -18 -0.9%
DFG
1961
Demars Financial Group
Washington
$852K -$78.5K -184 -8%
SPWG
1962
Syntegra Private Wealth Group
Missouri
$851K +$10.2K +24 +1%
MPPW
1963
Mitchell & Pahl Private Wealth
Oklahoma
$851K -$26.4K -62 -3%
Jones Financial Companies
1964
Jones Financial Companies
Missouri
$851K -$16.2K -38 -2%
FMN
1965
Financial Management Network
California
$847K +$5.03K +12 +0.6%
PEA
1966
Park Edge Advisors
Ohio
$847K +$847K +1,986 New
WOC
1967
West Oak Capital
California
$841K -$32.2K -75 -4%
KA
1968
Kovack Advisors
Florida
$840K +$108K +254 +15%
SAMT
1969
Select Asset Management & Trust
Pennsylvania
$836K -$853 -2 -0.1%
BCM
1970
Boltwood Capital Management
California
$836K -$20.5K -48 -2%
HWM
1971
Howard Wealth Management
Connecticut
$834K
BIA
1972
Bigelow Investment Advisors
Maine
$834K +$427 +1 +0.1%
GJWM
1973
Gilliland Jeter Wealth Management
Arkansas
$834K +$834K +1,955 New
GWANC
1974
Guardian Wealth Advisors (North Carolina)
North Carolina
$833K -$85.7K -201 -9%
NA
1975
Navellier & Associates
Nevada
$833K +$833K +1,953 New