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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 %
HPM
2101
Hoxton Planning & Management
West Virginia
$689K -$10.7K -25 -2%
USWIA
2102
UP Strategic Wealth Investment Advisors
Pennsylvania
$689K +$689K +1,615 New
CG
2103
Corundum Group
Colorado
$688K -$34.1K -80 -5%
HNWAG
2104
High Net Worth Advisory Group
Florida
$687K
MKC
2105
M. Kraus & Co
Vermont
$686K -$4.27K -10 -0.6%
PSC
2106
Prentiss Smith & Co
Vermont
$685K
SDWIA
2107
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$684K +$74.7K +175 +12%
T
2108
TOBAM
France
$683K +$142K +333 +26%
PCG
2109
Prosperity Consulting Group
Maryland
$682K +$233K +546 +52%
SAM
2110
SignalPoint Asset Management
Missouri
$678K -$2.98K -7 -0.4%
LT
2111
Legacy Trust
Michigan
$677K -$203K -475 -23%
BMC
2112
Beaton Management Company
Massachusetts
$675K
MIM
2113
Moseley Investment Management
Florida
$675K +$427 +1 +0.1%
AWAP
2114
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$672K
MSA
2115
Marino Stram & Associates
Massachusetts
$663K
WC
2116
Waterloo Capital
Texas
$663K +$663K +1,554 New
WA
2117
Wealth Architects
California
$662K +$29.4K +69 +5%
SCP
2118
Sivia Capital Partners
California
$661K +$661K +1,549 New
CT
2119
ClearAlpha Technologies
Connecticut
$661K +$661K +1,549 New
FCFC
2120
First Commonwealth Financial Corp
Pennsylvania
$660K +$20K +47 +3%
SL
2121
Salomon & Ludwin
Virginia
$658K
IF
2122
Intrua Financial
Texas
$657K -$95.1K -223 -13%
APA
2123
Astoria Portfolio Advisors
New York
$655K -$442K -959 -40%
RMAM
2124
Raab & Moskowitz Asset Management
New Jersey
$655K +$67.9K +159 +12%
CCA
2125
Catalyst Capital Advisors
New York
$655K