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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 %
KA
1226
Klingman & Associates
New York
$2.92M +$162K +411 +6%
LA
1227
Legacy Advisors
Pennsylvania
$2.9M +$673K +1,710 +30%
PA
1228
Procyon Advisors
Connecticut
$2.89M +$658K +1,672 +29%
CWM
1229
Circle Wealth Management
New Jersey
$2.88M -$16.1K -41 -0.6%
NLGIA
1230
Nippon Life Global Investors Americas
New York
$2.88M
ATPW
1231
Ashton Thomas Private Wealth
Arizona
$2.87M +$561K +1,427 +24%
IB
1232
Intrust Bank
Kansas
$2.86M +$78.3K +199 +3%
NB
1233
Nicolet Bankshares
Wisconsin
$2.85M +$801K +2,793 +39%
CFS
1234
CRA Financial Services
New Jersey
$2.84M -$21.2K -54 -0.7%
APIM
1235
Agate Pass Investment Management
Washington
$2.83M +$76.7K +195 +3%
NHT
1236
New Hampshire Trust
New Hampshire
$2.83M -$37.8K -96 -1%
BW
1237
Bison Wealth
Georgia
$2.82M +$981K +2,494 +53%
PP
1238
Patten & Patten
Tennessee
$2.82M +$13.4K +34 +0.5%
EBT
1239
Enterprise Bank & Trust
Massachusetts
$2.81M -$66.1K -168 -2%
WP
1240
WMS Partners
Maryland
$2.81M -$153K -388 -5%
BWP
1241
Balboa Wealth Partners
Arizona
$2.8M -$31.5K -80 -1%
HW
1242
Hancock Whitney
Mississippi
$2.8M +$85K +216 +3%
SP
1243
Symmetry Partners
Connecticut
$2.8M
VFM
1244
Viking Fund Management
North Dakota
$2.75M
CT
1245
Chicago Trust
Illinois
$2.75M +$149K +380 +6%
SA
1246
SRN Advisors
Pennsylvania
$2.75M -$75.9K -193 -3%
BCM
1247
Brookstone Capital Management
Illinois
$2.75M +$104K +267 +4%
NPT
1248
Nixon Peabody Trust
Massachusetts
$2.74M -$861K -2,190 -24%
LAM
1249
Lynch Asset Management
Pennsylvania
$2.74M
CCB
1250
Country Club Bank
Missouri
$2.73M -$22.5K -58 -0.8%