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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 %
HDIM
2626
Hanson & Doremus Investment Management
Vermont
$192K +$7.9K +20 +4%
GA
2627
GoalVest Advisory
New York
$190K +$52.7K +133 +38%
HGERS
2628
Householder Group Estate & Retirement Specialist
Arizona
$188K +$188K +475 New
JSAM
2629
J. Safra Asset Management
New York
$181K -$60.6K -153 -25%
BIA
2630
Bell Investment Advisors
California
$180K -$6.34K -16 -3%
CNBTD
2631
Citizens National Bank Trust Department
Mississippi
$180K
M
2632
MOTCO
Texas
$177K -$8.31K -21 -4%
CBT
2633
Central Bank & Trust
Kentucky
$177K
PO
2634
Private Ocean
California
$176K +$17K +43 +11%
RW
2635
RVW Wealth
California
$174K +$174K +439 New
CWC
2636
Carolinas Wealth Consulting
North Carolina
$174K -$314K -833 -64%
RA
2637
Rise Advisors
New York
$169K +$56.2K +142 +50%
EARNEST Partners
2638
EARNEST Partners
Georgia
$164K
TSW
2639
Thompson Siegel & Walmsley
Virginia
$162K
PH
2640
Pinnacle Holdings
Oklahoma
$162K -$3.56K -9 -2%
PCFFS
2641
Pacific Center for Financial Services
California
$161K
UFF
2642
USA Financial Formulas
Michigan
$154K +$40K +101 +35%
WWM
2643
Wolff Wiese Magana
California
$154K -$6.34K -16 -4%
OBWP
2644
O'Brien Wealth Partners
Massachusetts
$152K
WPA
2645
West Paces Advisors
Georgia
$152K -$26.5K -67 -15%
TFA
2646
Transamerica Financial Advisors
Florida
$151K -$22.5K -57 -13%
PFA
2647
Pathway Financial Advisers
Indiana
$150K +$150K +379 New
POIA
2648
Pin Oak Investment Advisors
Texas
$150K -$101K -255 -40%
BCM
2649
Blume Capital Management
California
$144K
CFD
2650
Creative Financial Designs
Indiana
$142K +$5.14K +13 +4%