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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 %
VFA
1351
Voya Financial Advisors
Connecticut
$2.16M -$81.8K -211 -4%
CWM
1352
Calamos Wealth Management
Illinois
$2.16M -$1.96M -4,986 -48%
AWM
1353
Angeles Wealth Management
California
$2.15M +$504K +1,282 +31%
HH
1354
Hilltop Holdings
Texas
$2.14M -$9.83K -25 -0.5%
AG
1355
Algert Global
California
$2.13M
FGA
1356
Fortis Group Advisors
New Jersey
$2.12M -$81K -206 -4%
MWM
1357
Mission Wealth Management
California
$2.12M -$216K -548 -9%
CWM
1358
Cornerstone Wealth Management
Missouri
$2.12M -$44.1K -112 -2%
SSI
1359
Scott & Selber Inc
Texas
$2.11M -$8.65K -22 -0.4%
SB
1360
Simmons Bank
Arkansas
$2.11M -$437K -1,112 -17%
PWPS
1361
Pinnacle Wealth Planning Services
Ohio
$2.11M -$19.3K -49 -0.9%
RBA
1362
Richard Bernstein Advisors
New York
$2.1M -$2.85M -7,252 -58%
CC
1363
Capital Counsel
New York
$2.09M -$39.3K -100 -2%
QPW
1364
Quantum Private Wealth
Florida
$2.09M
HKIMG
1365
Hutchens & Kramer Investment Management Group
Indiana
$2.09M -$355K -902 -15%
MLA
1366
My Legacy Advisors
Oregon
$2.08M -$42.5K -106 -2%
ANB
1367
Amarillo National Bank
Texas
$2.08M
VWA
1368
Visionary Wealth Advisors
Illinois
$2.08M +$414K +1,052 +25%
WAM
1369
Weatherly Asset Management
California
$2.07M +$94.4K +240 +5%
JCM
1370
Jacobi Capital Management
Pennsylvania
$2.07M -$455K -1,156 -18%
SFG
1371
Sovereign Financial Group
Connecticut
$2.06M +$18.5K +47 +0.9%
MMA
1372
Miracle Mile Advisors
California
$2.06M -$7.87K -20 -0.4%
HCM
1373
Howland Capital Management
Massachusetts
$2.04M +$7.08K +18 +0.3%
DC
1374
DeDora Capital
California
$2.04M +$206K +524 +11%
IFAM
1375
Institutional & Family Asset Management
Colorado
$2.03M