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Mastercard

2,767 hedge funds and large institutions have $282B invested in Mastercard in 2023 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 1,019 increasing their positions, 1,154 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,767
Holders Change
+53
Holders Change %
+1.95%
% of All Funds
43.64%
Holding in Top 10
311
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.58%
% of All Funds
4.9%
New
183
Increased
1,019
Reduced
1,154
Closed
104
Calls
$2.95B
Puts
$2.86B
Net Calls
+$90.9M
Net Calls Change
-$363M
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
2501
Teamwork Financial Advisors
Texas
$236K -$37.8K -96 -14%
GHAM
2502
Gilman Hill Asset Management
Connecticut
$235K +$8.26K +21 +4%
GSIS
2503
Global Strategic Investment Solutions
Arizona
$234K +$4.72K +12 +2%
BC
2504
Barrett & Company
Rhode Island
$234K +$393 +1 +0.2%
BDFN
2505
Bond & Devick Financial Network
Minnesota
$234K -$11.8K -30 -5%
WP
2506
WealthShield Partners
North Carolina
$233K +$233K +593 New
BCP
2507
Berkeley Capital Partners
Georgia
$233K +$5.9K +15 +3%
FFA
2508
Fi3 Financial Advisors
Indiana
$233K -$25.6K -65 -10%
SMFG
2509
Sumitomo Mitsui Financial Group
Japan
$231K +$17.4K +45 +8%
BW
2510
BIP Wealth
Georgia
$230K -$13.4K -34 -5%
AFG
2511
Atomi Financial Group
New York
$230K +$230K +585 New
CL
2512
COWA LLC
Oklahoma
$230K
AWA
2513
Aletheian Wealth Advisors
Washington
$230K +$230K +585 New
KPWG
2514
KFA Private Wealth Group
Virginia
$230K +$5.12K +13 +2%
TCM
2515
Tandem Capital Management
New Jersey
$230K -$31.5K -80 -12%
HA
2516
Hofer & Associates
California
$229K +$1.18K +3 +0.5%
SFG
2517
Steward Financial Group
Texas
$228K +$29K +74 +15%
EBSAM
2518
Eubel Brady & Suttman Asset Management
Ohio
$227K +$227K +577 New
LB
2519
Legacy Bridge
Iowa
$226K
GWP
2520
Gateway Wealth Partners
Wisconsin
$226K -$40.9K -104 -15%
TFA
2521
Trinity Financial Advisors
Ohio
$225K +$225K +573 New
BAM
2522
Bosun Asset Management
Illinois
$225K +$225K +573 New
RWA
2523
Rooted Wealth Advisors
Illinois
$225K -$10.7K -27 -5%
MIC
2524
Meridian Investment Counsel
California
$225K +$3.15K +8 +1%
LRIA
2525
Leonard Rickey Investment Advisors
Washington
$224K -$3.54K -9 -2%