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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 %
HCM
2651
Highlander Capital Management
New Jersey
$140K +$39.7K +100 +40%
BAM
2652
Bellevue Asset Management
Washington
$139K
BCMLT
2653
Beacon Capital Management LLC (Tennessee)
Tennessee
$139K
MFA
2654
McClarren Financial Advisors
Pennsylvania
$138K
AAG
2655
Armstrong Advisory Group
Massachusetts
$138K +$10.7K +27 +8%
AA
2656
Addison Advisors
Vermont
$136K +$21.8K +55 +19%
BBPWM
2657
Blue Bell Private Wealth Management
Pennsylvania
$135K -$6.34K -16 -4%
GEA
2658
Glen Eagle Advisors
New Jersey
$133K
CCA
2659
Column Capital Advisors
Indiana
$133K -$1.19K -3 -0.9%
IAS
2660
IMA Advisory Services
Colorado
$133K
OCM
2661
Orion Capital Management
California
$133K -$303K -765 -70%
RBC
2662
Roble Belko & Company
Pennsylvania
$132K
RDFA
2663
Ritter Daniher Financial Advisory
Ohio
$131K +$20.2K +51 +18%
GWMIA
2664
Global Wealth Management Investment Advisory
Florida
$131K +$22.6K +57 +21%
FCG
2665
Financial Connections Group
California
$127K -$10.3K -26 -7%
GC
2666
Garde Capital
Washington
$123K +$7.91K +20 +7%
CAM
2667
Cacti Asset Management
Georgia
$119K
ICM
2668
Intrepid Capital Management
Florida
$118K -$37.2K -94 -24%
AWM
2669
Abound Wealth Management
Tennessee
$117K +$1.98K +5 +2%
CCP
2670
Carmel Capital Partners
California
$116K +$95.4K +241 +473%
AWM
2671
Activest Wealth Management
Florida
$113K -$34.1K -86 -23%
AFS
2672
Annapolis Financial Services
Maryland
$112K +$22.6K +57 +25%
SAS
2673
Stelac Advisory Services
New York
$112K
GM
2674
GeoWealth Management
Illinois
$109K +$82.6K +210 +313%
TLCM
2675
Twin Lakes Capital Management
California
$108K