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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 %
UBV
2426
United Bank (Virginia)
Virginia
$389K -$13.2K -31 -3%
CSC
2427
Caldwell Sutter Capital
California
$389K
AWG
2428
Altus Wealth Group
Colorado
$387K
SAM
2429
Strategy Asset Managers
California
$387K
PPW
2430
Parcion Private Wealth
Washington
$385K -$37.1K -87 -9%
LD
2431
Lipe & Dalton
New York
$384K
GWCM
2432
Godshalk Welsh Capital Management
Pennsylvania
$384K
SFA
2433
Source Financial Advisors
New York
$381K -$10.7K -25 -3%
PCMC
2434
Planning Capital Management Corporation
Pennsylvania
$380K +$380K +891 New
OWA
2435
Opal Wealth Advisors
New York
$377K -$2.99K -7 -0.8%
RFG
2436
Range Financial Group
Oregon
$377K +$7.25K +17 +2%
BWM
2437
BCS Wealth Management
Tennessee
$377K -$55.9K -131 -13%
HCA
2438
Horan Capital Advisors
Ohio
$377K -$427 -1 -0.1%
OC
2439
Oarsman Capital
Wisconsin
$377K +$377K +883 New
PFWA
2440
Paces Ferry Wealth Advisors
Georgia
$377K -$2.99K -7 -0.8%
BWP
2441
Barlow Wealth Partners
Kentucky
$375K +$375K +880 New
PFA
2442
Pure Financial Advisors
California
$375K +$83.6K +196 +29%
AT
2443
Arden Trust
Delaware
$375K -$48.6K -114 -11%
DL
2444
DOHJ LLC
Washington
$374K +$374K +878 New
HI
2445
Hudock Inc
Pennsylvania
$374K -$42.7K -100 -10%
WSWA
2446
Warren Street Wealth Advisors
California
$373K +$43.1K +101 +13%
BSSFA
2447
Baron Silver Stevens Financial Advisors
Florida
$373K +$141K +330 +61%
WPW
2448
Warther Private Wealth
Ohio
$373K -$837K -1,963 -69%
MCWA
2449
Meadow Creek Wealth Advisors
Georgia
$372K +$372K +873 New
SFWA
2450
Summit Financial Wealth Advisors
Louisiana
$372K -$168K -395 -31%