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 %
WA
1451
Wealth Alliance
New York
$1.9M +$8.71K +22 +0.5%
RWP
1452
Revolve Wealth Partners
New Jersey
$1.9M +$8.71K +22 +0.5%
FPCP
1453
Fort Point Capital Partners
California
$1.89M +$34.4K +87 +2%
KCM
1454
Kendall Capital Management
Maryland
$1.88M +$215K +543 +13%
WG
1455
Winton Group
United Kingdom
$1.87M -$3.87M -9,775 -67%
PFT
1456
Providence First Trust
Arizona
$1.87M -$49.5K -125 -3%
OCM
1457
Orleans Capital Management
Louisiana
$1.87M +$1.98K +5 +0.1%
CCM
1458
Chilton Capital Management
Texas
$1.86M +$29.7K +75 +2%
ORAM
1459
One River Asset Management
Connecticut
$1.86M +$1.86M +4,688 New
MBTD
1460
Mechanics Bank - Trust Department
California
$1.86M +$56.6K +143 +3%
SWM
1461
Segment Wealth Management
Texas
$1.86M +$345K +871 +23%
JWCA
1462
J.W. Coons Advisors
Ohio
$1.86M +$127K +320 +7%
NW
1463
Naviter Wealth
Arkansas
$1.85M +$36K +91 +2%
EWS
1464
Evergreen Wealth Solutions
Pennsylvania
$1.84M -$110K -279 -6%
TWM
1465
TriaGen Wealth Management
California
$1.84M -$13.5K -34 -0.7%
DFG
1466
Delta Financial Group
New Jersey
$1.83M +$3.17K +8 +0.2%
SMH
1467
Sanders Morris Harris
Texas
$1.83M
RA
1468
RFG Advisory
Alabama
$1.83M +$577K +1,458 +46%
MA
1469
Mutual Advisors
Nebraska
$1.83M -$209K -528 -10%
MTIC
1470
Missouri Trust & Investment Company
Missouri
$1.81M -$396 -1 -0%
CWM
1471
Chemistry Wealth Management
New York
$1.81M -$96.6K -244 -5%
BFG
1472
Beacon Financial Group
Texas
$1.81M +$30.9K +75 +2%
GA
1473
Geller Advisors
New York
$1.8M -$663K -1,674 -27%
CCA
1474
Cobblestone Capital Advisors
New York
$1.8M -$7.92K -20 -0.4%
SNB
1475
Security National Bank
Nebraska
$1.79M