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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 %
MAM
1551
McCarthy Asset Management
California
$1.43M
MRCM
1552
M&R Capital Management
New Jersey
$1.42M +$34.2K +87 +2%
ACM
1553
AUA Capital Management
Pennsylvania
$1.42M
SB
1554
Strategic Blueprint
Georgia
$1.41M +$61.4K +156 +5%
FHC
1555
First Heartland Consultants
Missouri
$1.4M -$139K -354 -9%
CT
1556
Clearstead Trust
Maine
$1.39M +$31.9K +86 +2%
RWB
1557
RMR Wealth Builders
New Jersey
$1.39M -$19.3K -49 -1%
BFA
1558
Beaumont Financial Advisors
Massachusetts
$1.38M +$50K +127 +4%
NF
1559
Nikulski Financial
Iowa
$1.37M +$77.9K +198 +6%
LFA
1560
Legacy Financial Advisors
Kentucky
$1.37M +$59.8K +152 +5%
CFO
1561
CVA Family Office
Colorado
$1.37M +$11K +28 +0.8%
CWP
1562
Curated Wealth Partners
California
$1.37M
WAS
1563
Winch Advisory Services
Wisconsin
$1.36M -$39.3K -100 -3%
JDR
1564
Jay D. Rosenbaum
$1.36M -$183K -465 -12%
MSFS
1565
Main Street Financial Solutions
Pennsylvania
$1.36M +$71.2K +181 +6%
PCMF
1566
Private Capital Management (Florida)
Florida
$1.35M +$778K +1,978 +136%
CSI
1567
Cross Staff Investments
New York
$1.35M -$87.7K -223 -6%
BOPW
1568
Brandywine Oak Private Wealth
Pennsylvania
$1.34M -$6.69K -17 -0.5%
CWA
1569
Consilium Wealth Advisory
Texas
$1.34M +$233K +592 +21%
LCGC
1570
Legacy Capital Group California
California
$1.34M +$491K +1,248 +58%
AL
1571
Aspiriant LLC
California
$1.34M -$31.5K -80 -2%
QP
1572
Quilter Plc
United Kingdom
$1.33M +$339K +342 +34%
SAM
1573
Steinberg Asset Management
New York
$1.33M
KP
1574
Keel Point
Alabama
$1.32M +$1.97K +5 +0.1%
CC
1575
Cipher Capital
New York
$1.32M -$600K -1,525 -31%