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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 %
FFG
2176
Fortem Financial Group
California
$595K +$53.3K +125 +10%
GWM
2177
Gitterman Wealth Management
New Jersey
$594K -$9.82K -23 -2%
TF
2178
Trek Financial
Arizona
$592K -$49.5K -116 -8%
DIP
2179
DT Investment Partners
Pennsylvania
$591K +$221K +497 +60%
SFO
2180
Stokes Family Office
Louisiana
$590K -$1.19M -2,781 -67%
CIP
2181
Convergence Investment Partners
Florida
$590K -$264K -620 -31%
NL
2182
NWAM LLC
Washington
$589K +$39.2K +92 +7%
TFO
2183
Tarbox Family Office
California
$589K -$14.5K -34 -2%
EP
2184
Eudaimonia Partners
Tennessee
$588K -$131K -307 -18%
GSC
2185
Grey Street Capital
Illinois
$588K +$98.1K +230 +20%
BAM
2186
BOS Asset Management
Illinois
$588K
IEFM
2187
IQ EQ Fund Management
Ireland
$586K -$44.4K -104 -7%
PIC
2188
Portland Investment Counsel
Ontario, Canada
$586K -$7.25K -17 -1%
DOA
2189
D'Orazio & Associates
Virginia
$586K -$41.8K -98 -7%
FMTCOCP
2190
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$585K +$30.3K +71 +5%
CCG
2191
Catalina Capital Group
California
$585K +$585K +1,371 New
HIM
2192
Hillsdale Investment Management
Ontario, Canada
$585K -$68.2K -160 -10%
HKIM
2193
Hayek Kallen Investment Management
Alabama
$583K +$91.6K +215 +19%
DSN
2194
D. Scott Neal
Kentucky
$581K
DMBA
2195
Deseret Mutual Benefit Administrators
Utah
$581K -$229K -537 -28%
SB
2196
Sunflower Bank
Texas
$581K +$27.7K +65 +5%
JSL
2197
JT Stratford LLC
Georgia
$580K -$8.53K -20 -1%
ETIA
2198
Epic Trust Investment Advisors
Washington
$579K -$9.38K -22 -2%
BAM
2199
Berkshire Asset Management
Pennsylvania
$579K -$23.5K -55 -4%
TI
2200
Truepoint Inc
Ohio
$579K -$29.4K -69 -5%