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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 %
CCA
2326
Conestoga Capital Advisors
Pennsylvania
$471K
PA
2327
PFW Advisors
Georgia
$470K -$35.8K -84 -7%
PA
2328
Prism Advisors
California
$469K
RFN
2329
Redwood Financial Network
Ohio
$468K
WCWM
2330
Willow Creek Wealth Management
California
$468K
WDG
2331
Wealth Dimensions Group
Ohio
$464K -$427 -1 -0.1%
LF
2332
Lantz Financial
Illinois
$464K +$2.99K +7 +0.6%
FTIS
2333
First Trust Investment Solutions
Florida
$464K +$464K +1,087 New
NAMNJ
2334
NorthStar Asset Management (New Jersey)
New Jersey
$460K +$460K +1,079 New
FCA
2335
Fortis Capital Advisors
Kansas
$459K +$15.4K +36 +3%
GPA
2336
Guerra Pan Advisors
New Jersey
$459K +$5.12K +12 +1%
NAM
2337
NTV Asset Management
West Virginia
$458K
AP
2338
Appleton Partners
Massachusetts
$456K -$1.41M -3,305 -76%
HGWM
2339
Horst & Graben Wealth Management
Oregon
$456K
EWM
2340
Elevatus Welath Management
New York
$456K +$180K +421 +65%
SAM
2341
Summit Asset Management
Tennessee
$454K
BBW
2342
Blue Barn Wealth
Utah
$454K -$75.1K -176 -14%
CSWG
2343
Cardinal Strategic Wealth Guidance
Kentucky
$454K
DWP
2344
Destiny Wealth Partners
Florida
$453K
KFGK
2345
Keystone Financial Group (Kentucky)
Kentucky
$451K -$28.6K -67 -6%
PMSA
2346
Patrick M. Sweeney & Associates
Illinois
$451K +$451K +1,057 New
C
2347
CEDRUS
Colorado
$451K -$9.81K -23 -2%
BAM
2348
Blueshift Asset Management
New Jersey
$449K -$10.7K -25 -2%
FBFS
2349
First Business Financial Services
Wisconsin
$448K -$247K -579 -36%
CMAI
2350
Capital Management Associates Inc
Minnesota
$447K +$447K +1,048 New