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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 %
CRWM
2501
Castle Rock Wealth Management
California
$250K
WF
2502
Wayfinding Financial
Washington
$250K -$27.6K -70 -10%
WIC
2503
WealthBridge Investment Counsel
Alberta, Canada
$250K
FDS
2504
Freedom Day Solutions
Texas
$250K
BTIM
2505
BancFirst Trust & Investment Management
Oklahoma
$249K
WI
2506
Wintrust Investments
Illinois
$249K -$17.4K -44 -7%
CWA
2507
Carolina Wealth Advisors
South Carolina
$248K +$234K +590 +1,595%
PWAG
2508
Polaris Wealth Advisory Group
California
$248K +$248K +625 New
BWM
2509
Baron Wealth Management
Michigan
$247K -$792 -2 -0.3%
TFA
2510
Teamwork Financial Advisors
Texas
$246K +$9.11K +23 +4%
TAM
2511
Titleist Asset Management
Texas
$245K -$396 -1 -0.2%
ERIC
2512
Eagle Rock Investment Company
Georgia
$244K +$244K +618 New
CBA
2513
Coastal Bridge Advisors
Connecticut
$244K
MWP
2514
Meredith Wealth Planning
Illinois
$244K +$244K +616 New
WMA
2515
West Michigan Advisors
Michigan
$243K -$4.36K -11 -2%
LGG
2516
Luts & Greenleigh Group
Maryland
$243K -$35.6K -90 -13%
RWA
2517
Rooted Wealth Advisors
Illinois
$243K +$15.6K +39 +7%
EC
2518
EdgeRock Capital
Colorado
$243K +$243K +613 New
PFM
2519
Phillips Financial Management
Indiana
$243K +$3.96K +10 +2%
NG
2520
Northstar Group
New York
$243K
CA
2521
Calton & Associates
Florida
$242K -$100K -253 -29%
CB
2522
Centennial Bank
Arkansas
$242K +$43.9K +111 +22%
SMFG
2523
Sumitomo Mitsui Financial Group
Japan
$240K +$2K +5 +0.8%
BWM
2524
BlackDiamond Wealth Management
New York
$239K +$16.8K +45 +8%
FFW
2525
Fusion Family Wealth
New York
$238K