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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 %
AMCA
1476
Arthur M. Cohen & Associates
Illinois
$1.65M +$33.4K +85 +2%
AF
1477
Advisornet Financial
Minnesota
$1.64M +$112K +286 +7%
4WM
1478
44 Wealth Management
Oregon
$1.64M +$7.47K +19 +0.5%
WC
1479
Westhampton Capital
North Carolina
$1.64M +$19.7K +50 +1%
LCM
1480
Liberty Capital Management
Michigan
$1.64M -$2.75K -7 -0.2%
WWM
1481
WT Wealth Management
Arizona
$1.63M -$20.8K -53 -1%
SC
1482
Sierra Capital
Florida
$1.63M
VCM
1483
Violich Capital Management
California
$1.63M
PFBT
1484
Parkside Financial Bank & Trust
Missouri
$1.63M +$427K +1,086 +36%
GLR
1485
Great Lakes Retirement
Ohio
$1.63M +$26.3K +67 +2%
CIA
1486
Cape Investment Advisory
Georgia
$1.63M -$17.7K -45 -1%
CW
1487
CIC Wealth
Maryland
$1.62M +$1.57K +4 +0.1%
BFS
1488
Bard Financial Services
Connecticut
$1.62M
IIM
1489
Intact Investment Management
Quebec, Canada
$1.61M -$216K -550 -12%
AWM
1490
Axxcess Wealth Management
California
$1.61M +$31.9K +81 +2%
FMTC
1491
Farmers & Merchants Trust Company
California
$1.61M -$162K -412 -9%
SFPG
1492
Stonebridge Financial Planning Group
Florida
$1.61M +$9.05K +23 +0.6%
HFM
1493
Harvest Fund Management
China
$1.6M -$382K -973 -19%
SFO
1494
Stokes Family Office
Louisiana
$1.6M -$44.1K -112 -3%
MAM
1495
Mystic Asset Management
Rhode Island
$1.58M -$29.5K -75 -2%
CWG
1496
Cornerstone Wealth Group
North Carolina
$1.58M +$85K +216 +6%
SSWM
1497
Strait & Sound Wealth Management
California
$1.58M -$240K -609 -13%
ARMT
1498
Amica Retiree Medical Trust
Rhode Island
$1.57M -$99.9K -254 -6%
WAG
1499
Wallace Advisory Group
California
$1.57M
TCA
1500
Trifecta Capital Advisors
Illinois
$1.56M +$11.8K +30 +0.8%