MA icon

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 %
AA
2351
Auxano Advisors
Washington
$447K +$27.7K +65 +7%
DTC
2352
Davidson Trust Company
Washington
$447K
RRCM
2353
Rappaport Reiches Capital Management
Illinois
$444K +$5.55K +13 +1%
AA
2354
AlphaQ Advisors
Florida
$444K -$83.2K -195 -16%
EFG
2355
Embree Financial Group
Illinois
$443K +$443K +1,039 New
OCM
2356
Objective Capital Management
Ohio
$443K -$37.1K -87 -8%
TPWA
2357
TRUE Private Wealth Advisors
Oregon
$442K +$10.2K +24 +2%
HCP
2358
Hexagon Capital Partners
Arkansas
$442K +$83.2K +195 +23%
BFC
2359
Bedel Financial Consulting
Indiana
$442K +$5.12K +12 +1%
SBWIC
2360
Schaper Benz & Wise Investment Counsel
Wisconsin
$441K
HVIA
2361
Hudson Valley Investment Advisors
New York
$441K +$1.69K +4 +0.4%
BCG
2362
Breakwater Capital Group
New Jersey
$441K
WP
2363
Westmount Partners
California
$441K -$83.6K -196 -16%
NRD
2364
Nebula Research & Development
New York
$440K -$26.4K -62 -6%
AFA
2365
American Financial Advisors
Georgia
$440K -$426 -1 -0.1%
LWM
2366
Lodestone Wealth Management
Washington
$437K +$17.1K +40 +4%
CCM
2367
Consolidated Capital Management
California
$437K -$3.41K -8 -0.8%
JIC
2368
Joel Isaacson & Co
New York
$436K +$18.8K +44 +4%
KWM
2369
KFG Wealth Management
Indiana
$436K -$5.55K -13 -1%
HA
2370
Harfst & Associates
Wyoming
$436K -$38.8K -91 -8%
SRC
2371
Sage Rhino Capital
California
$435K -$5.97K -14 -1%
LWA
2372
Lineweaver Wealth Advisors
Ohio
$435K -$41.5K -97 -9%
AP
2373
Advisors Preferred
Maryland
$433K -$199K -471 -31%
EHWM
2374
Eads & Heald Wealth Management
Georgia
$432K -$853 -2 -0.2%
FFA
2375
Florida Financial Advisors
Florida
$431K +$431K +1,012 New