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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 %
HWM
2651
HighMark Wealth Management
Minnesota
$85.4K +$2.75K +7 +3%
EA
2652
Evolution Advisers
Virginia
$80K
AWM
2653
Activest Wealth Management
Florida
$79.4K +$22.8K +107 +40%
APTFM
2654
AGUR Provident & Training Funds Management
Israel
$79.1K
GCGDR
2655
Geo Capital Gestora de Recursos
Brazil
$74K -$18K -46 -20%
IPW
2656
Impact Partnership Wealth
Georgia
$73.5K +$73.5K +187 New
SWA
2657
SOA Wealth Advisors
New York
$71.6K -$1.97K -5 -3%
JGIA
2658
Jackson Grant Investment Advisers
Connecticut
$71.3K -$130K -329 -65%
TIM
2659
Tortoise Investment Management
New York
$69.2K +$3.54K +9 +5%
AS
2660
Altshuler Shaham
Israel
$68.8K +$68.8K +175 New
CPG
2661
Cornerstone Planning Group
New Jersey
$68K +$68K +173 New
CBT
2662
CoreFirst Bank & Trust
Kansas
$66.9K
DWMG
2663
DB Wealth Management Group
California
$65.7K
BSB
2664
Bangor Savings Bank
Maine
$65.3K
VWM
2665
Valley Wealth Managers
New Jersey
$61.4K -$28.7K -73 -32%
MCA
2666
Maryland Capital Advisors
Maryland
$61K
ECM
2667
Estabrook Capital Management
New York
$60.2K
TWP
2668
TFO Wealth Partners
Ohio
$59K +$46K +117 +355%
NRG
2669
Nemes Rush Group
Michigan
$56.7K +$56.7K +144 New
WSC
2670
Wellington Shields & Co
New York
$55.1K
SWM
2671
Sugarloaf Wealth Management
Georgia
$55.1K
SF
2672
Safeguard Financial
Wisconsin
$55K +$55K +141 New
GWSA
2673
Global Wealth Strategies & Associates
Colorado
$53.9K
FRA
2674
Front Row Advisors
California
$53K -$1.98K -5 -4%
RG
2675
Retirement Group
California
$52.1K