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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 %
RIA
1301
Realta Investment Advisors
Delaware
$2.38M -$20.8K -53 -0.9%
HCA
1302
Hyperion Capital Advisors
New York
$2.38M
OL
1303
Optas LLC
Texas
$2.38M +$66.5K +169 +3%
SCI
1304
Stableford Capital II
Arizona
$2.36M +$2.36M +5,954 New
WIM
1305
WealthPlan Investment Management
Nebraska
$2.36M -$3.17M -8,048 -57%
WP
1306
WealthPLAN Partners
Nebraska
$2.36M -$2.08M -5,281 -47%
KIA
1307
Knollwood Investment Advisory
Maryland
$2.36M
GBT
1308
Grove Bank & Trust
Florida
$2.36M +$91.6K +233 +4%
PA
1309
PFG Advisors
Arizona
$2.36M +$489K +1,243 +26%
VCM
1310
Vetamer Capital Management
California
$2.35M -$2.38M -6,049 -50%
SIM
1311
Sentry Investment Management
Wisconsin
$2.35M
SAM
1312
Sabadell Asset Management
Spain
$2.35M
GCM
1313
Gables Capital Management
Florida
$2.35M
PCS
1314
Personal CFO Solutions
New Jersey
$2.35M +$13.4K +34 +0.6%
SFCL
1315
Strengthening Families & Communities LLC
Massachusetts
$2.34M +$311K +791 +15%
WI
1316
WrapManager Inc
California
$2.33M -$84.2K -214 -3%
BOH
1317
Bank of Hawaii
Hawaii
$2.32M -$91.6K -233 -4%
DWP
1318
Daymark Wealth Partners
Ohio
$2.32M +$1.97M +5,021 +567%
CGA
1319
Channing Global Advisors
Florida
$2.32M -$30.7K -78 -1%
TRIA
1320
Trail Ridge Investment Advisors
Colorado
$2.32M -$49.2K -125 -2%
JHP
1321
James Hambro & Partners
United Kingdom
$2.32M +$9.04K +23 +0.4%
CA
1322
Continuum Advisory
Idaho
$2.32M +$20.5K +52 +0.9%
MWM
1323
Meridian Wealth Management
Kentucky
$2.32M -$566K -1,439 -20%
OIA
1324
Optimum Investment Advisors
Illinois
$2.31M -$81K -206 -3%
EFI
1325
EHP Funds Inc
Canada
$2.31M -$1.42M -3,610 -38%