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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 %
KFS
2676
Kelly Financial Services
Massachusetts
$108K -$70.9K -179 -40%
RP
2677
Rowlandmiller & Partners
Georgia
$107K
CAS
2678
Coppell Advisory Solutions
Texas
$106K +$104K +300 +7,500%
CSWM
2679
Cassady Schiller Wealth Management
Ohio
$103K
MHR
2680
Matthew Hamilton Rosenberg
$97K
BLC
2681
Brown, Lisle/Cummings
Rhode Island
$91.1K
PCA
2682
Providence Capital Advisors
North Carolina
$87.9K -$44.7K -113 -34%
HWM
2683
HighMark Wealth Management
Minnesota
$86.1K
FPF
2684
First Pacific Financial
Washington
$85.9K +$85.9K +217 New
EA
2685
Evolution Advisers
Virginia
$81K
IPW
2686
Impact Partnership Wealth
Georgia
$77.6K +$3.56K +9 +5%
WTG
2687
West Tower Group
Virginia
$74.8K -$52.3K -132 -41%
TIM
2688
Tortoise Investment Management
New York
$72.5K +$2.77K +7 +4%
JGIA
2689
Jackson Grant Investment Advisers
Connecticut
$71.9K +$395 +1 +0.6%
FIM
2690
FWL Investment Management
Texas
$71.3K +$71.3K +180 New
DWMG
2691
DB Wealth Management Group
California
$66.1K
BSB
2692
Bangor Savings Bank
Maine
$65.3K -$396 -1 -0.6%
JPWM
2693
Jamison Private Wealth Management
Georgia
$64.3K +$64.3K +162 New
SWA
2694
SOA Wealth Advisors
New York
$64.2K -$7.92K -20 -11%
MIA
2695
Milestone Investment Advisors
Wisconsin
$64.1K +$64.1K +162 New
UOTTAIMCU
2696
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$61.8K +$54.6K +138 +767%
ECM
2697
Estabrook Capital Management
New York
$60.6K
TWP
2698
TFO Wealth Partners
Ohio
$60.6K +$1.57K +4 +3%
CPG
2699
Cornerstone Planning Group
New Jersey
$59.4K -$9.11K -23 -13%
CBT
2700
CoreFirst Bank & Trust
Kansas
$59.4K -$7.92K -20 -12%