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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 %
TVAMP
2301
Tennessee Valley Asset Management Partners
Tennessee
$492K +$252K +590 +105%
GAM
2302
Grandview Asset Management
Pennsylvania
$492K -$53.3K -125 -10%
RW
2303
Rede Wealth
Virginia
$492K -$853 -2 -0.2%
PFG
2304
Prosperity Financial Group
California
$491K +$5.97K +14 +1%
DPI
2305
Diversified Portfolios Inc
Michigan
$490K -$2.56K -6 -0.5%
BAAM
2306
Baker Avenue Asset Management
California
$489K +$247K +580 +103%
BCM
2307
Becker Capital Management
Oregon
$486K -$74.6K -175 -13%
FCA
2308
FinTrust Capital Advisors
South Carolina
$484K +$38K +89 +9%
BFW
2309
Brady Family Wealth
Missouri
$484K +$89.6K +210 +23%
SW
2310
Simplicity Wealth
New Jersey
$483K +$483K +1,132 New
FWA
2311
FSM Wealth Advisors
Ohio
$482K -$8.53K -20 -2%
FIM
2312
Fernwood Investment Management
Massachusetts
$482K
HCM
2313
Horiko Capital Management
New York
$482K
OWA
2314
Outlook Wealth Advisors
Texas
$481K +$121K +284 +34%
ACM
2315
Avalon Capital Management
California
$481K +$148K +348 +45%
HCM
2316
Hodges Capital Management
Texas
$481K +$481K +1,129 New
SRL
2317
Scientech Research LLC
New Jersey
$479K +$479K +1,122 New
C
2318
Covestor
United Kingdom
$477K +$49.9K +117 +12%
LAS
2319
LWM Advisory Services
Florida
$475K +$20.5K +48 +4%
DA
2320
DCM Advisors
New York
$475K -$65.3K -153 -12%
RW
2321
REDW Wealth
New Mexico
$474K -$54.2K -127 -10%
MI
2322
Motiv8 Investments
Florida
$474K +$474K +1,112 New
ZIC
2323
ZWJ Investment Counsel
Georgia
$474K -$13.2K -31 -3%
DCM
2324
Driehaus Capital Management
Illinois
$472K -$194K -454 -29%
EWM
2325
Evermay Wealth Management
Virginia
$471K -$284K -666 -38%