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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 %
GJIA
2601
Glass Jacobson Investment Advisors
Maryland
$209K
MAWA
2602
Moss Adams Wealth Advisors
Washington
$208K +$208K +526 New
RB
2603
Rodgers Brothers
Pennsylvania
$208K
IIA
2604
Integral Investment Advisors
California
$208K
VNB
2605
Virginia National Bank
Virginia
$207K
CAGAS
2606
Capital Advisory Group Advisory Services
Minnesota
$207K +$207K +523 New
GCP
2607
GSA Capital Partners
United Kingdom
$207K -$198K -499 -49%
NAG
2608
Northstar Advisory Group
New Jersey
$207K -$248K -627 -55%
LPAM
2609
Lodestar Private Asset Management
California
$207K -$7.52K -19 -4%
FWP
2610
FAS Wealth Partners
Kansas
$207K +$207K +522 New
CPIA
2611
Cornell Pochily Investment Advisors
New York
$206K +$4.36K +11 +2%
BONH
2612
Bank of New Hampshire
New Hampshire
$206K -$15.8K -40 -7%
DAL
2613
Delta Accumulation LLC
California
$206K
BAM
2614
Bosun Asset Management
Illinois
$206K -$21.4K -54 -9%
CWM
2615
Cahaba Wealth Management
Georgia
$205K -$310K -783 -60%
MLA
2616
MB, Levis & Associates
Pennsylvania
$205K +$396 +1 +0.2%
MCA
2617
Magnolia Capital Advisors
Mississippi
$203K +$203K +546 New
EL
2618
EWA LLC
Pennsylvania
$203K +$203K +515 New
MAG
2619
Mayfair Advisory Group
Alabama
$203K +$203K +506 New
WCFA
2620
Walkner Condon Financial Advisors
Wisconsin
$202K +$202K +510 New
W
2621
Wealthquest
Ohio
$202K
PS
2622
Portfolio Strategies
New York
$201K +$201K +507 New
SIS
2623
Sound Income Strategies
Florida
$201K -$41.2K -104 -17%
NMG
2624
New Millennium Group
Utah
$197K
GC
2625
Gibson Capital
Pennsylvania
$192K