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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 %
SWP
2001
Strategic Wealth Partners
Ohio
$797K +$37.1K +87 +5%
TIA
2002
Traphagen Investment Advisors
New Jersey
$796K +$44.4K +104 +6%
TFP
2003
Tilia Fiduciary Partners
North Carolina
$795K +$13.6K +32 +2%
RSWM
2004
Robertson Stephens Wealth Management
California
$794K -$301K -705 -27%
MWA
2005
Midland Wealth Advisors
Illinois
$787K +$787K +1,846 New
AIC
2006
Argus Investors Counsel
New York
$787K -$2.99K -7 -0.4%
BAM
2007
Byrne Asset Management
New Jersey
$785K -$53.5K -126 -6%
DJSG
2008
D.J. St. Germain
Massachusetts
$783K +$22.2K +52 +3%
WT
2009
Washington Trust
Rhode Island
$783K
EGA
2010
E&G Advisors
Texas
$782K -$25.2K -59 -3%
RPWA
2011
Regent Peak Wealth Advisors
Georgia
$781K -$1.71K -4 -0.2%
PA
2012
PSI Advisors
Florida
$781K -$62.7K -147 -7%
VBCG
2013
Valley Brook Capital Group
Pennsylvania
$781K
ECA
2014
Elevated Capital Advisors
Utah
$780K +$43.9K +103 +6%
NQWM
2015
Northwest Quadrant Wealth Management
Oregon
$780K +$853 +2 +0.1%
CMI
2016
Clare Market Investments
Texas
$779K -$501K -1,174 -39%
EAM
2017
Empirical Asset Management
Massachusetts
$779K +$779K +1,826 New
HFM
2018
Hartford Funds Management
Pennsylvania
$776K +$46.9K +110 +6%
CLOS
2019
Compagnie Lombard Odier SCmA
Switzerland
$774K +$427K +1,000 +123%
MCC
2020
Money Concepts Capital
Florida
$773K +$124K +291 +19%
LCM
2021
Lazari Capital Management
California
$773K -$27.7K -65 -3%
AP
2022
Adero Partners
California
$773K -$95.6K -224 -11%
FNBOH
2023
First National Bank of Hutchinson
Kansas
$772K -$9.38K -22 -1%
OWM
2024
OneAscent Wealth Management
Alabama
$772K -$3.84K -9 -0.5%
TSS
2025
Two Sigma Securities
New York
$772K -$36.9M -86,483 -98%