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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 %
CAS
2451
Coppell Advisory Solutions
Texas
$370K +$240K +563 +185%
CWS
2452
Cypress Wealth Services
California
$369K +$10.2K +24 +3%
SWC
2453
Spectrum Wealth Counsel
Indiana
$368K +$368K +863 New
WRPWM
2454
Werba Rubin Papier Wealth Management
California
$368K -$2.56K -6 -0.7%
HCA
2455
Heck Capital Advisors
Wisconsin
$367K
ATC
2456
Adirondack Trust Company
New York
$367K -$475 -1 -0.1%
OWM
2457
Orgel Wealth Management
Wisconsin
$366K -$35.8K -84 -9%
KA
2458
Kure Advisory
Minnesota
$366K -$23.9K -56 -6%
SCA
2459
Stonebridge Capital Advisors
Minnesota
$366K +$853 +2 +0.2%
1WM
2460
1900 Wealth Management
Texas
$365K -$254K -596 -41%
IA
2461
Insight Advisors
Pennsylvania
$365K +$2.13K +5 +0.6%
WC
2462
Woodstock Corp
Massachusetts
$364K
WPC
2463
Waters Parkerson & Co
Louisiana
$363K
KSWA
2464
Kathleen S. Wright Associates
Pennsylvania
$363K
OA
2465
Oracle Alpha
Ontario, Canada
$362K +$362K +849 New
SPWG
2466
Sage Private Wealth Group
Illinois
$362K -$8.54K -20 -2%
MF
2467
Montis Financial
Massachusetts
$361K
HA
2468
Hamel Associates
New Jersey
$360K -$8.96K -21 -2%
LFG
2469
Lockerman Financial Group
California
$360K +$5.12K +12 +1%
CCT
2470
Chemung Canal Trust
New York
$359K
MA
2471
MJP Associates
Connecticut
$357K -$308K -723 -46%
WWS
2472
Wellington Wealth Strategies
Indiana
$357K +$357K +836 New
APW
2473
Austin Private Wealth
Texas
$356K +$110K +257 +44%
AFG
2474
Albion Financial Group
Utah
$355K -$4.69K -11 -1%
OFS
2475
Oldfather Financial Services
Nebraska
$355K