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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 %
APWA
2401
Atlas Private Wealth Advisors
New Jersey
$413K -$13.7K -32 -3%
SWAG
2402
Spectrum Wealth Advisory Group
California
$413K
TPM
2403
Triasima Portfolio Management
Quebec, Canada
$411K -$29.9K -70 -7%
LDB
2404
Lee, Danner & Bass
Tennessee
$410K -$21.4K -50 -5%
LCM
2405
LVM Capital Management
Michigan
$410K
AI
2406
AdvisorShares Investments
Maryland
$408K -$4.69K -11 -1%
CCWM
2407
Cassaday & Co Wealth Management
Virginia
$407K +$55.9K +131 +16%
VCM
2408
Vivaldi Capital Management
Illinois
$406K +$406K +881 New
TAM
2409
Townsend Asset Management
North Carolina
$405K
SAG
2410
Spotlight Asset Group
Illinois
$405K
IUHSA
2411
Itau Unibanco Holding S.A.
Brazil
$405K +$405K +950 New
SCM
2412
Sollinda Capital Management
Florida
$405K +$405K +949 New
LFA
2413
Landmark Financial Advisors
Kentucky
$404K +$21.3K +50 +6%
PL
2414
Parthenon LLC
Kentucky
$404K +$33.7K +79 +9%
LWM
2415
LongView Wealth Management
Georgia
$403K +$403K +954 New
TFA
2416
Tranquilli Financial Advisor
New Jersey
$403K -$5.55K -13 -1%
MW
2417
MBL Wealth
North Carolina
$400K -$32.8K -77 -8%
LFG
2418
Larson Financial Group
Missouri
$400K -$89.6K -210 -18%
NPF
2419
Norris Perne & French
Michigan
$395K +$29.4K +69 +8%
VP
2420
Verum Partners
North Carolina
$395K -$5.55K -13 -1%
VCM
2421
Vision Capital Management
Oregon
$394K +$394K +924 New
AIA
2422
Alera Investment Advisors
Illinois
$393K +$7.68K +18 +2%
LWM
2423
Liberty Wealth Management
California
$393K +$27.3K +64 +7%
FFA
2424
Founders Financial Alliance
North Carolina
$391K -$35.8K -84 -8%
AHL
2425
Abel Hall LLC
Louisiana
$390K +$390K +914 New