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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 %
CCFM
2251
Clear Creek Financial Management
Washington
$534K +$68.2K +160 +15%
LG
2252
LaFleur & Godfrey
Michigan
$533K
AC
2253
Aristides Capital
Kentucky
$533K
AFP
2254
Ausdal Financial Partners
Iowa
$533K +$17.1K +40 +3%
GFA
2255
Gallagher Fiduciary Advisors
Illinois
$531K +$189K +444 +55%
FWP
2256
Firethorn Wealth Partners
Georgia
$530K -$41.4K -97 -7%
WCA
2257
Westover Capital Advisors
Delaware
$530K +$144K +338 +37%
TCM
2258
Tanaka Capital Management
New York
$527K -$4.26K -10 -0.8%
CPM
2259
Connective Portfolio Management
New York
$527K +$42.7K +100 +9%
CCM
2260
Carlson Capital Management
Minnesota
$526K +$65.3K +153 +14%
FCAS
2261
First Command Advisory Services
Texas
$525K -$20.5K -48 -4%
FPCG
2262
Fort Pitt Capital Group
Pennsylvania
$525K +$2.99K +7 +0.6%
DDPIC
2263
Deroy & Devereaux Private Investment Counsel
Michigan
$523K -$91.7K -215 -15%
EB
2264
Exchange Bank
California
$521K -$41.4K -97 -7%
TWM
2265
Tradition Wealth Management
Minnesota
$519K +$48.7K +114 +10%
MKA
2266
M. Kulyk & Associates
Georgia
$519K +$519K +1,216 New
CWM
2267
Centurion Wealth Management
Virginia
$518K +$27.3K +64 +6%
FFC
2268
First Financial Corp
Indiana
$518K -$35K -82 -6%
KBFS
2269
Kohmann Bosshard Financial Services
Ohio
$518K
PW
2270
Peninsula Wealth
California
$513K +$11.1K +26 +2%
CAM
2271
Claret Asset Management
Quebec, Canada
$511K -$8.1K -19 -2%
AWM
2272
Aries Wealth Management
Maine
$510K -$69.9K -164 -12%
KMWM
2273
Keudell/Morrison Wealth Management
Oregon
$508K +$103K +242 +25%
PPWM
2274
Paragon Private Wealth Management
Kentucky
$507K -$9.81K -23 -2%
TA
2275
TruWealth Advisors
Louisiana
$507K -$10.2K -24 -2%