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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 %
BBA
2526
Braun-Bostich & Associates
Pennsylvania
$224K -$37K -94 -14%
TVWM
2527
Tower View Wealth Management
Wisconsin
$224K -$58.3K -148 -21%
AIM
2528
Arcadia Investment Management
Michigan
$223K +$37.8K +96 +20%
MCM
2529
Morton Capital Management
California
$222K
G
2530
GenTrust
Florida
$222K -$35.4K -90 -14%
TVAMP
2531
Tennessee Valley Asset Management Partners
Tennessee
$222K
TWP
2532
Tempus Wealth Planning
California
$221K -$64.9K -165 -23%
BONH
2533
Bank of New Hampshire
New Hampshire
$220K
PR
2534
Payden & Rygel
California
$220K
HB
2535
Horizon Bancorp
Indiana
$220K +$16.5K +42 +8%
WPW
2536
Watershed Private Wealth
Illinois
$220K
WWP
2537
WR Wealth Planners
Missouri
$219K +$55.1K +140 +33%
EA
2538
Emerald Advisors
Washington
$219K +$219K +557 New
GCA
2539
Greenwood Capital Associates
South Carolina
$219K -$3.54K -9 -2%
HFP
2540
Holistic Financial Partners
Indiana
$217K -$1.97K -5 -0.9%
FA
2541
Fountainhead AM
New Jersey
$217K +$217K +552 New
RIS
2542
Retirement Income Solutions
Michigan
$217K +$217K +552 New
WHG
2543
Westwood Holdings Group
Texas
$217K -$35.1K -89 -14%
CWM
2544
Cherrydale Wealth Management
New Jersey
$217K +$217K +551 New
TCM
2545
Tufton Capital Management
Maryland
$216K -$108K -275 -33%
WE
2546
Wealth Effects
Massachusetts
$216K +$216K +550 New
FAP
2547
Financial Advisory Partners
Florida
$216K +$216K +550 New
GMA
2548
Glassy Mountain Advisors
Maryland
$216K +$216K +550 New
GHA
2549
GW Henssler & Associates
Georgia
$216K +$216K +549 New
MKA
2550
M. Kulyk & Associates
Georgia
$216K -$16.1K -41 -7%