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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 %
FA
2026
Faithward Advisors
Pennsylvania
$771K +$105K +229 +16%
ALAM
2027
Asahi Life Asset Management
Japan
$769K -$296K -695 -28%
TA
2028
TFG Advisers
Michigan
$769K +$1.28K +3 +0.2%
EFI
2029
EHP Funds Inc
Canada
$768K -$640K -1,500 -45%
AGWCA
2030
Annis Gardner Whiting Capital Advisors
Florida
$765K +$223K +523 +41%
SHFA
2031
SS&H Financial Advisors
Michigan
$763K
RWA
2032
Redhawk Wealth Advisors
Minnesota
$763K -$8.96K -21 -1%
LSA
2033
Lion Street Advisors
Texas
$763K +$14.9K +35 +2%
BM
2034
Brandywine Managers
Delaware
$761K
IGWM
2035
ICA Group Wealth Management
Colorado
$760K +$53.7K +126 +8%
FWM
2036
Forza Wealth Management
Florida
$759K -$584K -1,370 -43%
AWM
2037
Absher Wealth Management
North Carolina
$758K +$14.5K +34 +2%
BIM
2038
Baldwin Investment Management
Pennsylvania
$756K +$83.2K +195 +12%
BHB
2039
Bank Hapoalim BM
Israel
$751K -$255K -597 -25%
GAM
2040
Gould Asset Management
California
$751K -$32K -75 -4%
AT
2041
Arvest Trust
Oklahoma
$747K +$48.6K +114 +7%
SIC
2042
Sterling Investment Counsel
New York
$746K -$34.5K -81 -4%
AAM
2043
Augustine Asset Management
Florida
$745K +$1.28K +3 +0.2%
KDA
2044
Kraft Davis & Associates
Missouri
$743K -$9.22K -21 -1%
SGCA
2045
Steel Grove Capital Advisors
Tennessee
$743K -$61K -143 -8%
BFS
2046
Baskin Financial Services
Ontario, Canada
$743K -$63.6K -149 -8%
BAM
2047
Brave Asset Management
New Jersey
$743K -$18.8K -44 -2%
KC
2048
Knuff & Co
California
$742K
FCB
2049
First County Bank
Connecticut
$741K -$30.7K -72 -4%
LIA
2050
LBMC Investment Advisors
Tennessee
$741K -$9.39K -22 -1%