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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 %
FFL
2751
Financial Freedom LLC
Ohio
$23K
FAM
2752
Flaharty Asset Management
Florida
$22.2K +$22.2K +56 New
PP
2753
PFS Partners
New Jersey
$21.8K
SCA
2754
Stuart Chaussee & Associates
California
$21K
APC
2755
Aspire Private Capital
North Carolina
$20.6K
SC
2756
Stephens Consulting
Michigan
$20.2K
HI
2757
Hoey Investments
Pennsylvania
$19.8K -$13.9K -35 -41%
EIM
2758
Essex Investment Management
Massachusetts
$19.8K
LWA
2759
Lowe Wealth Advisors
Maryland
$19.8K
PGAM
2760
Princeton Global Asset Management
New Jersey
$17.5K
CTB
2761
Country Trust Bank
Illinois
$17.4K +$17.4K +44 New
TFGT
2762
TS Financial Group (TSFG)
Illinois
$15K
FGAM
2763
Financial Gravity Asset Management
Texas
$14.9K -$135K -354 -90%
RCM
2764
Raleigh Capital Management
North Carolina
$14.7K +$14.7K +37 New
RF
2765
Robbins Farley
New Hampshire
$14.3K
SIM
2766
Studio Investment Management
Illinois
$13.9K
TC
2767
Truvestments Capital
Florida
$12.3K
TLA
2768
Tanglewood Legacy Advisors
Texas
$12.2K
FDCC
2769
Foster Dykema Cabot & Co
Massachusetts
$12K
AWA
2770
Authentikos Wealth Advisory
California
$11.9K +$11.9K +30 New
MFT
2771
Moisand Fitzgerald Tamayo
Florida
$11.1K
HWP
2772
Highline Wealth Partners
California
$11.1K
SWM
2773
Sanctuary Wealth Management
Idaho
$11.1K
LOIP
2774
Live Oak Investment Partners
Texas
$10.3K -$10.2K
HC
2775
Hoese & Co
Minnesota
$10.3K