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Mastercard

2,766 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, 1,153 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,766
Holders Change
+53
Holders Change %
+1.95%
% of All Funds
43.63%
Holding in Top 10
310
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.59%
% of All Funds
4.89%
New
183
Increased
1,019
Reduced
1,153
Closed
104
Calls
$2.95B
Puts
$2.86B
Net Calls
+$90.9M
Net Calls Change
-$363M
Name Holding Trade Value Shares
Change
Shares
Change %
VIA
2826
Virtus Investment Advisers
Connecticut
-$281K -773 Closed
IA
2827
IFG Advisory
Georgia
-$269K -739 Closed
DU
2828
Delphia (USA)
Ontario, Canada
-$262K -721 Closed
BDAM
2829
Blue Door Asset Management
Connecticut
-$254K -700 Closed
ARC
2830
Advisor Resource Council
Texas
-$249K -684 Closed
IUHSA
2831
Itau Unibanco Holding S.A.
Brazil
-$244K -671 Closed
WDL
2832
Well Done LLC
Michigan
-$243K -669 Closed
CW
2833
Channel Wealth
California
-$234K -643 Closed
PWA
2834
Peterson Wealth Advisors
Utah
-$227K -625 Closed
GF
2835
Goodman Financial
Texas
-$223K -613 Closed
CA
2836
Callahan Advisors
Texas
-$223K -613 Closed
H
2837
HoyleCohen
California
-$222K -612 Closed
MG
2838
Meritage Group
California
-$222K -612 Closed
PWAG
2839
Polaris Wealth Advisory Group
California
-$223K -612 Closed
MWP
2840
Meredith Wealth Planning
Illinois
-$219K -602 Closed
TBA
2841
Tower Bridge Advisors
Pennsylvania
-$218K -599 Closed
CAM
2842
Crestone Asset Management
Colorado
-$216K -595 Closed
RF
2843
Rollins Financial
Georgia
-$204K -562 Closed
IPW
2844
Invictus Private Wealth
Colorado
-$204K -560 Closed
CAGAS
2845
Capital Advisory Group Advisory Services
Minnesota
-$203K -559 Closed
ABLA
2846
Alan B. Lancz & Associates
Ohio
-$182K -500 Closed
MWM
2847
Mascoma Wealth Management
New Hampshire
-$163K -428 Closed
ST
2848
Sageworth Trust
Pennsylvania
-$87.9K -242 Closed
AIC
2849
Ayalon Insurance Company
Israel
-$74K -204 Closed
JC
2850
JCSD Capital
California
-$72.7K -200 Closed