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Mastercard

2,800 hedge funds and large institutions have $283B invested in Mastercard in 2023 Q3 according to their latest regulatory filings, with 162 funds opening new positions, 1,107 increasing their positions, 1,089 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,800
Holders Change
+33
Holders Change %
+1.19%
% of All Funds
44.64%
Holding in Top 10
326
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+4.82%
% of All Funds
5.2%
New
162
Increased
1,107
Reduced
1,089
Closed
101
Calls
$3.87B
Puts
$2.93B
Net Calls
+$943M
Net Calls Change
+$852M
Name Holding Trade Value Shares
Change
Shares
Change %
XF
2476
XML Financial
Maryland
$262K -$98.6K -249 -27%
WOSD
2477
WFA of San Diego
California
$262K -$44.7K -113 -15%
TBC
2478
Ted Buchan & Co
California
$262K
AWP
2479
Atlas Wealth Partners
Pennsylvania
$262K -$36.4K -100 -12%
MPPLM
2480
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$261K +$21K +53 +9%
GFPC
2481
Global Financial Private Client
Florida
$260K
NFG
2482
Nadler Financial Group
Illinois
$260K
FBB
2483
Fulton Breakefield Broenniman
Maryland
$260K +$9.5K +24 +4%
LRIA
2484
Leonard Rickey Investment Advisors
Washington
$257K +$31.3K +79 +14%
OHWP
2485
Oak Harbor Wealth Partners
North Carolina
$257K
RGC
2486
Roberts, Glore & Co
Illinois
$257K -$19.8K -50 -7%
EWM
2487
Elevatus Welath Management
New York
$256K +$256K +647 New
GSIAS
2488
Garden State Investment Advisory Services
New Jersey
$256K +$396 +1 +0.2%
GCM
2489
Gallacher Capital Management
Colorado
$255K +$255K +645 New
OWA
2490
Octavia Wealth Advisors
Ohio
$255K +$5.15K +13 +2%
CICI
2491
Capital Investment Counsel Inc
North Carolina
$255K
CWM
2492
Chicago Wealth Management
Illinois
$255K
AWC
2493
Abundance Wealth Counselors
Pennsylvania
$254K -$50.6K -128 -17%
SFG
2494
Steward Financial Group
Texas
$254K +$24.1K +61 +10%
VNA
2495
Valley National Advisers
Pennsylvania
$254K +$81.6K +206 +47%
WWM
2496
Wagner Wealth Management
South Carolina
$254K
HI
2497
Humankind Investments
New York
$251K -$4.75K -12 -2%
CRI
2498
Colonial River Investments
Virginia
$251K +$1.19K +3 +0.5%
GWM
2499
GDS Wealth Management
Texas
$251K -$78K -197 -24%
GCA
2500
Genesee Capital Advisors
New York
$251K -$13.9K -35 -5%