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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 %
BCA
1626
Bay Colony Advisors
Massachusetts
$1.29M -$3.96K -10 -0.3%
BCM
1627
Buckhead Capital Management
Georgia
$1.29M
OBWG
1628
Onyx Bridge Wealth Group
New York
$1.29M +$48.3K +122 +4%
FNBSF
1629
First National Bank Sioux Falls
South Dakota
$1.29M
MC
1630
Middleton & Co
Massachusetts
$1.29M
RWP
1631
RWA Wealth Partners
Massachusetts
$1.28M +$228K +577 +22%
NP
1632
Nilsine Partners
Colorado
$1.28M +$1.58K +4 +0.1%
CF
1633
Copperwynd Financial
Arizona
$1.28M -$33.7K -85 -3%
4WM
1634
4J Wealth Management
Virginia
$1.28M -$19.8K -50 -2%
CSPIA
1635
Cary Street Partners Investment Advisory
Virginia
$1.28M +$131K +330 +11%
ECG
1636
Edge Capital Group
Georgia
$1.28M -$434K -1,096 -25%
FHC
1637
First Heartland Consultants
Missouri
$1.28M -$136K -344 -10%
CWAG
1638
Compton Wealth Advisory Group
Virginia
$1.27M
VCM
1639
Virtue Capital Management
Tennessee
$1.27M
CG
1640
Cynosure Group
Utah
$1.26M +$46.3K +117 +4%
DA
1641
Doliver Advisors
Texas
$1.26M -$19.4K -49 -2%
HT
1642
Heritage Trust
Oklahoma
$1.26M -$21.4K -54 -2%
VWM
1643
Venturi Wealth Management
Texas
$1.26M -$26.5K -67 -2%
TWA
1644
TCI Wealth Advisors
Arizona
$1.26M +$122K +309 +11%
TIA
1645
Trust Investment Advisors
Indiana
$1.26M -$56.2K -142 -4%
FWM
1646
Forza Wealth Management
Florida
$1.25M
VCM
1647
Violich Capital Management
California
$1.25M -$396K -1,000 -24%
CFA
1648
Cahill Financial Advisors
Minnesota
$1.25M -$39.6K -100 -3%
EFS
1649
Essex Financial Services
Connecticut
$1.24M +$54.6K +138 +5%
OFW
1650
Omnia Family Wealth
Florida
$1.24M