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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 %
EWP
2676
Elevation Wealth Partners
California
$51.5K
NCM
2677
Northwest Capital Management
Oregon
$51.1K +$51.1K +130 New
PG
2678
Proffitt & Goodson
Tennessee
$48K -$44.8K -114 -48%
FCT
2679
First Community Trust
Iowa
$46K -$3.93K -10 -8%
RWM
2680
Ruedi Wealth Management
Illinois
$46K
RFG
2681
RFP Financial Group
Georgia
$44.1K
IRC
2682
Investors Research Corp
Georgia
$42.1K
AW
2683
Avion Wealth
Texas
$42K +$18.1K +47 +76%
TF
2684
TimeScale Financial
Massachusetts
$41.7K
MSE
2685
MUFG Securities EMEA
United Kingdom
$39.3K -$211K -537 -84%
CFFP
2686
Center for Financial Planning
Michigan
$39.3K -$31.5K -80 -44%
JAM
2687
JCIC Asset Management
Ontario, Canada
$39.3K
LFA
2688
Legend Financial Advisors
Pennsylvania
$39.3K
AA
2689
AlphaMark Advisors
Kentucky
$39K
AWM
2690
AllSquare Wealth Management
New York
$37.9K
SA
2691
SRH Advisors
Kansas
$35.6K
SN
2692
Sittner & Nelson
Oregon
$34.2K
FGAM
2693
Financial Gravity Asset Management
Texas
$34.1K +$2.61K +30 +8%
HI
2694
Hoey Investments
Pennsylvania
$33.4K -$16.9K -43 -34%
SIC
2695
SJS Investment Consulting
Ohio
$33K -$2.36K -6 -7%
FWM
2696
Focused Wealth Management
New York
$32.5K
CCMI
2697
Creative Capital Management Investments
California
$32.3K
FSWA
2698
Financial Synergies Wealth Advisors
Texas
$32.2K -$1.18K -3 -4%
UIA
2699
Ulland Investment Advisors
Minnesota
$32K
CWA
2700
Clearview Wealth Advisors
Oregon
$31.5K