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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 %
MS
2701
Mizuho Securities
Japan
$31.5K -$130K -330 -80%
CMP
2702
Coston McIsaac & Partners
Maine
$31K
FPFS
2703
First Personal Financial Services
North Carolina
$30.7K
GFL
2704
Granite FO LLC
New Hampshire
$29.9K
DAM
2705
Delta Asset Management
Tennessee
$29.9K
BG
2706
Bollard Group
Massachusetts
$29K +$29K +75 New
RAM
2707
Riggs Asset Management
Pennsylvania
$28.7K
GM
2708
GeoWealth Management
Illinois
$26K +$26K +67 New
SIS
2709
Strategic Investment Solutions
Illinois
$26K
NECFA
2710
New England Capital Financial Advisors
Connecticut
$25.7K -$42.8K -108 -62%
GIS
2711
Grayhawk Investment Strategies
Alberta, Canada
$25.6K
WAM
2712
WFA Asset Management
Wisconsin
$24.6K -$25.7K -65 -51%
FFL
2713
Financial Freedom LLC
Ohio
$22.8K
DI
2714
Disciplined Investments
Oklahoma
$22.8K
PP
2715
PFS Partners
New Jersey
$21.6K +$21.6K +55 New
SCA
2716
Stuart Chaussee & Associates
California
$20.8K
APC
2717
Aspire Private Capital
North Carolina
$20.5K
KA
2718
Kozak & Associates
Colorado
$20.3K
SC
2719
Stephens Consulting
Michigan
$20.1K -$7.09K -18 -26%
CCP
2720
Carmel Capital Partners
California
$20.1K -$94.4K -240 -82%
BCM
2721
Birch Capital Management
Texas
$19.9K -$10.2K -26 -34%
EIM
2722
Essex Investment Management
Massachusetts
$19.7K
LWA
2723
Lowe Wealth Advisors
Maryland
$19.7K
KSWA
2724
Kathleen S. Wright Associates
Pennsylvania
$18.1K -$315K -800 -95%
PGAM
2725
Princeton Global Asset Management
New Jersey
$17.3K