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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
2601
Transamerica Financial Advisors
Florida
$173K -$1.97K -5 -1%
OA
2602
Operose Advisors
Wisconsin
$171K
VNA
2603
Valley National Advisers
Pennsylvania
$171K +$46.8K +119 +38%
LWP
2604
Lumature Wealth Partners
Georgia
$165K -$787 -2 -0.5%
PH
2605
Pinnacle Holdings
Oklahoma
$164K
EARNEST Partners
2606
EARNEST Partners
Georgia
$162K
TSW
2607
Thompson Siegel & Walmsley
Virginia
$161K -$1.96K -5 -1%
PCFFS
2608
Pacific Center for Financial Services
California
$160K +$393 +1 +0.2%
WWM
2609
Wolff Wiese Magana
California
$159K -$3.93K -10 -2%
PO
2610
Private Ocean
California
$158K
ICM
2611
Intrepid Capital Management
Florida
$154K +$154K +391 New
OBWP
2612
O'Brien Wealth Partners
Massachusetts
$151K -$5.11K -13 -3%
BCM
2613
Blume Capital Management
California
$143K
JWA
2614
JFS Wealth Advisors
Pennsylvania
$142K -$7.86K -20 -5%
BBPWM
2615
Blue Bell Private Wealth Management
Pennsylvania
$140K +$78.7K +200 +128%
BCMLT
2616
Beacon Capital Management LLC (Tennessee)
Tennessee
$139K +$33.8K +86 +32%
BAM
2617
Bellevue Asset Management
Washington
$138K
PIAS
2618
PCA Investment Advisory Services
Ohio
$137K +$137K +348 New
MFA
2619
McClarren Financial Advisors
Pennsylvania
$137K +$137K +349 +34,900%
GA
2620
GoalVest Advisory
New York
$136K +$70.4K +179 +107%
FCG
2621
Financial Connections Group
California
$136K +$107K +273 +369%
CFD
2622
Creative Financial Designs
Indiana
$136K -$13.4K -34 -9%
CCA
2623
Column Capital Advisors
Indiana
$133K -$9.05K -23 -6%
GEA
2624
Glen Eagle Advisors
New Jersey
$133K
IAS
2625
IMA Advisory Services
Colorado
$132K