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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 %
CFSG
2076
Clark Financial Services Group
Missouri
$714K
TAM
2077
Taurus Asset Management
New York
$713K
WAM
2078
Werlinich Asset Management
Connecticut
$712K -$118K -277 -14%
DAC
2079
Dividend Assets Capital
South Carolina
$712K
TIM
2080
Tevis Investment Management
Texas
$706K +$2.56K +6 +0.4%
SIMG
2081
Sonora Investment Management Group
Arizona
$706K +$56.3K +132 +9%
BFO
2082
Boston Family Office
Massachusetts
$704K
FFAM
2083
Forge First Asset Management
Canada
$704K
RFA
2084
Resurgent Financial Advisors
Georgia
$703K +$93.8K +220 +15%
IWP
2085
Invenio Wealth Partners
Florida
$702K -$27.3K -64 -4%
MWAM
2086
Manhattan West Asset Management
California
$702K +$853 +2 +0.1%
WIM
2087
Waverton Investment Management
United Kingdom
$702K +$702K +1,645 New
RHAM
2088
Round Hill Asset Management
California
$702K
SOW
2089
State of Wyoming
Wyoming
$702K +$218K +512 +45%
CWA
2090
Clarity Wealth Advisors
California
$698K -$3.41K -8 -0.5%
VWM
2091
Vigilare Wealth Management
Arizona
$698K +$853 +2 +0.1%
SI
2092
Symmetry Investments
Jersey
$697K +$697K +1,635 New
MMPW
2093
Mitchell McLeod Pugh & Williams
Alabama
$695K -$2.99K -7 -0.4%
JDR
2094
Jay D. Rosenbaum
$694K -$756K -1,773 -52%
A
2095
AlphaQuest
New York
$694K +$694K +1,627 New
OPA
2096
Old Port Advisors
Maine
$692K +$8.1K +19 +1%
WFMPM
2097
Woodley Farra Manion Portfolio Management
Indiana
$692K -$4.69K -11 -0.7%
WI
2098
Wedgewood Investors
Pennsylvania
$691K
WCM
2099
WealthBridge Capital Management
Ohio
$689K -$8.1K -19 -1%
MIC
2100
Means Investment Company
Maine
$689K -$5.54K -13 -0.8%