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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 %
CB
2151
CNB Bank
Pennsylvania
$631K -$11.1K -26 -2%
ZF
2152
Zhang Financial
Michigan
$631K +$25.2K +59 +4%
BWM
2153
Baystate Wealth Management
Massachusetts
$631K +$22.6K +53 +4%
ACM
2154
Advance Capital Management
Michigan
$626K +$5.12K +12 +0.8%
LWIC
2155
Leith Wheeler Investment Counsel
British Columbia, Canada
$623K
AO
2156
Advisor OS
Illinois
$621K +$151K +353 +32%
RCA
2157
Ranch Capital Advisors
Florida
$620K +$19.2K +45 +3%
MCM
2158
MV Capital Management
Maryland
$617K -$21.3K -50 -3%
DI
2159
Diligent Investors
California
$617K -$14.9K -35 -2%
EFH
2160
Eaton Financial Holdings
Florida
$615K +$18.3K +43 +3%
CC
2161
Callan Capital
California
$612K -$73.8K -173 -11%
SP
2162
Stonebrook Private
Michigan
$612K +$612K +1,434 New
SIC
2163
Salem Investment Counselors
North Carolina
$609K +$61.4K +144 +11%
ACP
2164
Aveo Capital Partners
Colorado
$609K +$49.5K +116 +9%
WCM
2165
Wedge Capital Management
North Carolina
$608K
MFG
2166
Magnus Financial Group
New York
$606K -$4.26K -10 -0.7%
OFG
2167
Oxford Financial Group
Indiana
$605K -$26.9K -63 -4%
1WA
2168
180 Wealth Advisors
Washington
$604K -$20.3K -48 -3%
ARC
2169
Advisor Resource Council
Texas
$601K +$601K +1,410 New
NJBEST
2170
New Jersey Better Educational Savings Trust
New Jersey
$601K
SW
2171
SkyOak Wealth
Michigan
$597K -$20K -47 -3%
SWM
2172
Salvus Wealth Management
New Jersey
$597K +$2.99K +7 +0.5%
TFIPS
2173
Towarzystwo Funduszy Inwestycyjnych PZU SA
$597K +$597K +1,400 New
WWP
2174
Walden Wealth Partners
Ohio
$595K +$595K +1,395 New
AWA
2175
Amplius Wealth Advisors
Pennsylvania
$595K -$11.1K -26 -2%