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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 %
BC
2726
Belmont Capital
California
$16.5K -$3.93K -10 -19%
TFGT
2727
TS Financial Group (TSFG)
Illinois
$15K
CWA
2728
Carolina Wealth Advisors
South Carolina
$14.6K
RF
2729
Robbins Farley
New Hampshire
$14.2K -$3.15K -8 -18%
SIM
2730
Studio Investment Management
Illinois
$13.8K
OPTFSNA
2731
Old Point Trust & Financial Services N A
Virginia
$13.8K +$13.8K +35 New
TC
2732
Truvestments Capital
Florida
$12.2K
TLA
2733
Tanglewood Legacy Advisors
Texas
$12.1K
PP
2734
PrairieView Partners
Minnesota
$12K
FDCC
2735
Foster Dykema Cabot & Co
Massachusetts
$12K +$12K +30 New
MFT
2736
Moisand Fitzgerald Tamayo
Florida
$11K
HWP
2737
Highline Wealth Partners
California
$11K
SWM
2738
Sanctuary Wealth Management
Idaho
$11K +$11K +28 New
PG
2739
Prostatis Group
Maryland
$11K +$11K +11,012 New
HC
2740
Hoese & Co
Minnesota
$10.2K -$9.44K -24 -48%
LOIP
2741
Live Oak Investment Partners
Texas
$10.2K -$9.45K
ACA
2742
Atlas Capital Advisors
Wyoming
$9.83K
CJL
2743
Cyrus J. Lawrence
New York
$9.37K +$237 +602 +3%
SIA
2744
Sit Investment Associates
Minnesota
$9K
VF
2745
VitalStone Financial
Texas
$9K +$3.38K +9 +60%
MDCM
2746
Morgan Dempsey Capital Management
Wisconsin
$8.26K
FA
2747
Financial Avengers
California
$7.98K
JFG
2748
JDM Financial Group
Texas
$7.95K
LIM
2749
Longfellow Investment Management
Massachusetts
$7.08K
UOTTAIMCU
2750
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7K +$7K +18 New