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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 %
CT
2051
Cambridge Trust
Massachusetts
$740K -$37.1K -87 -5%
JWM
2052
Janiczek Wealth Management
Colorado
$739K +$58.4K +137 +9%
CWA
2053
Consilio Wealth Advisors
Washington
$737K +$42.7K +100 +6%
MAM
2054
McLean Asset Management
Virginia
$736K +$419 +1 +0.1%
WB
2055
Webster Bank
Connecticut
$734K +$188K +440 +34%
CIG
2056
Cascade Investment Group
Colorado
$733K +$11.9K +28 +2%
CS
2057
Crescent Sterling
Louisiana
$733K -$12.8K -30 -2%
AWM
2058
Atticus Wealth Management
Florida
$730K +$8.96K +21 +1%
DA
2059
Detalus Advisors
Missouri
$730K -$104K -243 -12%
TC
2060
Trust Company
Kansas
$729K -$82.3K -193 -10%
PPP
2061
Private Portfolio Partners
New Jersey
$729K +$426 +1 +0.1%
UC
2062
Unio Capital
New Jersey
$725K
AT
2063
Arlington Trust
Alabama
$725K -$269K -631 -27%
TCWM
2064
Total Clarity Wealth Management
Illinois
$724K -$4.27K -10 -0.6%
GFS
2065
GYL Financial Synergies
Connecticut
$724K -$66.1K -155 -8%
UW
2066
Unique Wealth
Florida
$724K +$150K +351 +26%
CPL
2067
CAP Partners LLC
Tennessee
$724K +$724K +1,697 New
UAML
2068
US Asset Management LLC
Pennsylvania
$723K +$723K +1,696 New
CFO
2069
Collective Family Office
Pennsylvania
$722K -$4.27K -10 -0.6%
B
2070
Bridgeworth
Alabama
$720K -$39.2K -92 -5%
1CP
2071
17 Capital Partners
Arizona
$719K +$719K +1,685 New
LA
2072
LM Advisors
California
$718K +$718K +1,683 New
GWM
2073
GSB Wealth Management
Connecticut
$717K
WKSWA
2074
White Knight Strategic Wealth Advisors
New Jersey
$716K
CIC
2075
Crawford Investment Counsel
Georgia
$714K +$1.71K +4 +0.2%