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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 %
GCA
2576
Greenwood Capital Associates
South Carolina
$221K
OR
2577
Olympiad Research
Connecticut
$219K -$112K -282 -34%
FA
2578
Fountainhead AM
New Jersey
$219K +$396 +1 +0.2%
MIM
2579
Marco Investment Management
Georgia
$219K +$7.13K +18 +3%
OA
2580
Operose Advisors
Wisconsin
$218K +$45.9K +116 +27%
GWP
2581
Gateway Wealth Partners
Wisconsin
$218K -$9.5K -24 -4%
FAP
2582
Financial Advisory Partners
Florida
$218K
WE
2583
Wealth Effects
Massachusetts
$218K
GMA
2584
Glassy Mountain Advisors
Maryland
$218K
GHA
2585
GW Henssler & Associates
Georgia
$216K -$1.19K -3 -0.5%
ODG
2586
O'Dell Group
Ohio
$216K -$58.9K -149 -21%
WB
2587
West Bancorporation
Iowa
$216K +$1.58K +4 +0.7%
BSSFA
2588
Baron Silver Stevens Financial Advisors
Florida
$215K +$215K +544 New
WBG
2589
Wharton Business Group
Pennsylvania
$214K
GA
2590
Gateway Advisory
New Jersey
$213K +$7.13K +18 +3%
ONSWM
2591
Old North State Wealth Management
North Carolina
$212K +$5.97K +15 +3%
IAG
2592
Investment Advisory Group
Massachusetts
$211K +$7.92K +20 +4%
FMP
2593
Financial Management Professionals
Texas
$211K +$3.97K +10 +2%
TCM
2594
Traynor Capital Management
Pennsylvania
$211K +$396 +1 +0.2%
LL
2595
LPWM LLC
Minnesota
$211K +$211K +532 New
KIA
2596
KLR Investment Advisors
Rhode Island
$210K +$11.3K +31 +6%
KFG
2597
Kingdom Financial Group
Arizona
$210K +$210K +530 New
AFG
2598
ABLE Financial Group
Arizona
$210K -$72.1K -182 -26%
BCM
2599
Brooktree Capital Management
Michigan
$210K
MAP
2600
Moody Aldrich Partners
Massachusetts
$210K +$210K +530 New