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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 %
SA
1326
Sicart Associates
New York
$2.31M -$44.8K -114 -2%
CANY
1327
Caxton Associates (New York)
New York
$2.31M +$1.39M +3,544 +153%
CIM
1328
Caldwell Investment Management
Ontario, Canada
$2.3M
WLPWM
1329
Walled Lake Planning & Wealth Management
Illinois
$2.3M -$7.47K -19 -0.3%
JSC
1330
Jackson Square Capital
California
$2.29M -$29.1K -74 -1%
RA
1331
RiverPark Advisors
New York
$2.28M -$133K -337 -5%
LSPW
1332
Lake Street Private Wealth
Illinois
$2.27M +$5.9K +15 +0.3%
SCA
1333
Sander Capital Advisors
Washington
$2.27M
KIC
1334
Kensington Investment Counsel
California
$2.27M
SCI
1335
S&CO Inc
Massachusetts
$2.27M +$523K +1,330 +30%
FTWA
1336
Fifth Third Wealth Advisors
Ohio
$2.26M +$1.45M +3,683 +179%
AC
1337
Abbrea Capital
California
$2.24M +$179K +454 +9%
BIA
1338
Benchmark Investment Advisors
Illinois
$2.24M -$908K -2,308 -29%
IPW
1339
Inlet Private Wealth
Florida
$2.24M +$5.9K +15 +0.3%
DCM
1340
Dudley Capital Management
Virginia
$2.23M -$68.8K -175 -3%
MC
1341
Martin & Co
Tennessee
$2.23M -$120K -304 -5%
BWM
1342
Bulltick Wealth Management
Florida
$2.22M -$215K -547 -9%
MSS
1343
Mitchell Sinkler & Starr
Pennsylvania
$2.22M -$5.9K -15 -0.3%
BAM
1344
Belpointe Asset Management
Nevada
$2.2M -$688K -1,750 -24%
GP
1345
Girard Partners
Pennsylvania
$2.2M -$9.05K -23 -0.4%
PCM
1346
Princeton Capital Management
New Jersey
$2.19M +$89.7K +228 +4%
Koshinski Asset Management
1347
Koshinski Asset Management
Illinois
$2.18M -$662K -1,683 -23%
CWM
1348
Cordatus Wealth Management
Pennsylvania
$2.18M +$1.63M +4,140 +298%
Wolverine Trading
1349
Wolverine Trading
Illinois
$2.17M +$1.21M +3,132 +127%
HBT
1350
Heartland Bank & Trust
Illinois
$2.16M -$232K -591 -10%