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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 %
SVCP
2276
Silicon Valley Capital Partners
California
$506K +$853 +2 +0.2%
WPWM
2277
Western Pacific Wealth Management
Illinois
$506K -$4.69K -11 -0.9%
FP
2278
Financial Perspectives
Minnesota
$506K +$853 +2 +0.2%
NL
2279
Navalign LLC
California
$505K +$72.1K +169 +17%
HI
2280
Harrington Investments
California
$504K +$504K +1,181 New
HPG
2281
Harvest Portfolios Group
Ontario, Canada
$503K -$84.9K -199 -14%
CIA
2282
Citadel Investment Advisory
Ohio
$503K
VAF
2283
Values Added Financial
District of Columbia
$503K -$68.2K -160 -12%
NWMG
2284
National Wealth Management Group
Ohio
$503K +$8.1K +19 +2%
CFS
2285
Commonwealth Financial Services
West Virginia
$503K +$853 +2 +0.2%
CYG
2286
Clean Yield Group
Vermont
$502K -$10.7K -25 -2%
GHA
2287
Granite Harbor Advisors
Texas
$502K +$13.6K +32 +3%
PAS
2288
Point72 Asia (Singapore)
Singapore
$502K +$502K +1,178 New
AAM
2289
Aureus Asset Management
Massachusetts
$502K +$21.3K +50 +4%
CA
2290
Centerpoint Advisors
Massachusetts
$502K -$2.99K -7 -0.6%
MWM
2291
MBE Wealth Management
Wisconsin
$502K
JHCP
2292
Jackson Hole Capital Partners
Oklahoma
$501K
PWP
2293
Phillips Wealth Planners
Mississippi
$500K -$6.03K -14 -1%
FFA
2294
Fragasso Financial Advisors
Pennsylvania
$500K +$14.9K +35 +3%
MFG
2295
Menard Financial Group
Texas
$499K -$16.6K -39 -3%
SPIO
2296
Seven Post Investment Office
California
$497K
LBC
2297
Lowe Brockenbrough & Co
Virginia
$496K +$52K +122 +12%
HFM
2298
Hartford Financial Management
Connecticut
$496K
WA
2299
Waverly Advisors
Alabama
$496K +$427 +1 +0.1%
ICP
2300
Interchange Capital Partners
Pennsylvania
$493K -$90.1K -211 -15%