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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 %
CFA
1601
Cahill Financial Advisors
Minnesota
$1.28M -$109K -278 -8%
FFM
1602
Forum Financial Management
Illinois
$1.28M +$10.6K +27 +0.8%
VWM
1603
Venturi Wealth Management
Texas
$1.28M +$62.1K +158 +5%
APWM
1604
Atlas Private Wealth Management
New York
$1.27M +$165K +420 +15%
DA
1605
Doliver Advisors
Texas
$1.27M +$27.1K +69 +2%
NP
1606
Nilsine Partners
Colorado
$1.27M +$98.3K +250 +8%
HT
1607
Heritage Trust
Oklahoma
$1.27M +$60.6K +154 +5%
QC
1608
Quent Capital
New York
$1.27M +$29.1K +74 +2%
VCM
1609
Virtue Capital Management
Tennessee
$1.27M -$38.7K -98 -3%
YIH
1610
Y-Intercept (HK)
Hong Kong
$1.26M +$1.26M +3,211 New
CWAG
1611
Compton Wealth Advisory Group
Virginia
$1.26M -$393 -1 -0%
JFGIW
1612
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.26M +$206K +523 +19%
BCA
1613
Bray Capital Advisors
Florida
$1.26M -$54.7K -139 -4%
BC
1614
Bridgefront Capital
Texas
$1.25M +$29.9K +76 +2%
RA
1615
RFG Advisory
Alabama
$1.24M +$50.7K +129 +4%
FWM
1616
Forza Wealth Management
Florida
$1.24M +$23.6K +60 +2%
OFW
1617
Omnia Family Wealth
Florida
$1.23M
OBWG
1618
Onyx Bridge Wealth Group
New York
$1.23M +$33K +84 +3%
IP
1619
Intellectus Partners
California
$1.23M
SHFA
1620
SC&H Financial Advisors
Maryland
$1.22M +$102K +259 +9%
DIM
1621
Delta Investment Management
California
$1.22M -$19.7K -50 -2%
CA
1622
Claro Advisors
Massachusetts
$1.22M +$74.3K +189 +6%
LB
1623
Leo Brokerage
Texas
$1.22M -$48K -122 -4%
RCM
1624
Ratan Capital Management
Florida
$1.22M
SG
1625
StoneX Group
New York
$1.22M -$31.1K -79 -2%