MA icon

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 %
T
2876
TCWP
Ohio
-$209K -532 Closed
CWM
2877
Castle Wealth Management
Florida
-$209K -532 Closed
IIC
2878
Integrated Investment Consultants
Michigan
-$209K -531 Closed
FEG
2879
Financial Enhancement Group
Indiana
-$206K -528 Closed
HCM
2880
Heathbridge Capital Management
Ontario, Canada
-$206K -525 Closed
RCM
2881
RNC Capital Management
California
-$206K -525 Closed
QC
2882
QCM Cayman
Texas
-$203K -515 Closed
TAM
2883
TCP Asset Management
Ohio
-$202K -513 Closed
OAM
2884
Occidental Asset Management
California
-$201K -511 Closed
ECM
2885
Exchange Capital Management
Michigan
-$201K -511 Closed
MCI
2886
MRP Capital Investments
Georgia
-$197K -500 Closed
TAIM
2887
TD Ameritrade Investment Management
Nebraska
-$177K -450 Closed
PIAS
2888
PCA Investment Advisory Services
Ohio
-$137K -348 Closed
RI
2889
Ridgewood Investments
New Jersey
-$96.6K -246 Closed
WAM
2890
Worth Asset Management
Texas
-$95.2K -242 Closed
AS
2891
Altshuler Shaham
Israel
-$68.8K -175 Closed
SF
2892
Safeguard Financial
Wisconsin
-$55K -141 Closed
CWA
2893
Clearview Wealth Advisors
Oregon
-$31.5K -80 Closed
DI
2894
Disciplined Investments
Oklahoma
-$22.8K -58 Closed
BCM
2895
Birch Capital Management
Texas
-$19.9K -51 Closed
BC
2896
Belmont Capital
California
-$16.5K -42 Closed
OPTFSNA
2897
Old Point Trust & Financial Services N A
Virginia
-$13.8K -35 Closed
PP
2898
PrairieView Partners
Minnesota
-$12K -32 Closed
DCBT
2899
Dakota Community Bank & Trust
North Dakota
-$4.33K -11 Closed
TCM
2900
TD Capital Management
Tennessee
-$3.98K -10 Closed