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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 %
SMA
1651
Sage Mountain Advisors
Georgia
$1.16M +$26.4K +67 +2%
MBT
1652
Montecito Bank & Trust
California
$1.15M -$41.7K -106 -3%
SAM
1653
Sompo Asset Management
Japan
$1.15M -$161K -410 -12%
AFS
1654
Aft Forsyth & Sober
Florida
$1.15M
ACA
1655
Affinity Capital Advisors
California
$1.15M -$787 -2 -0.1%
NP
1656
Ninepoint Partners
Ontario, Canada
$1.15M +$499K +1,268 +77%
ISWM
1657
Independent Solutions Wealth Management
New York
$1.15M -$65.7K -167 -5%
BAM
1658
Blueshift Asset Management
New Jersey
$1.14M +$536K +1,364 +88%
OAJ
1659
Ogorek Anthony Joseph
New York
$1.14M -$496K -1,262 -30%
MWA
1660
Meridian Wealth Advisors
Texas
$1.14M
CSPIA
1661
Cary Street Partners Investment Advisory
Virginia
$1.14M +$496K +1,262 +77%
SF
1662
Summit Financial
New Jersey
$1.14M +$49.9K +127 +5%
GITFIT
1663
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.14M
BHB
1664
Bank Hapoalim BM
Israel
$1.14M -$29.5K -75 -3%
ANBT
1665
American National Bank & Trust
Texas
$1.13M +$23.2K +59 +2%
TWA
1666
TCI Wealth Advisors
Arizona
$1.13M +$3.15K +8 +0.3%
HWA
1667
HCR Wealth Advisors
California
$1.13M -$14.6K -37 -1%
CIA
1668
Capital Investment Advisors
Georgia
$1.13M -$44.5K -113 -4%
PPC
1669
Park Place Capital
Alabama
$1.12M +$548K +1,393 +96%
LC
1670
LCNB Corp
Ohio
$1.12M -$10.2K -26 -0.9%
AP
1671
Americana Partners
Texas
$1.12M +$290K +738 +35%
RWI
1672
Red Wave Investments
Pennsylvania
$1.12M +$7.08K +18 +0.6%
FFS
1673
Founders Financial Securities
Maryland
$1.12M -$129K -327 -10%
CBTWT
1674
Community Bank & Trust (Waco, Texas)
Texas
$1.11M +$123K +314 +12%
CANC
1675
Culbertson A N & Co
Virginia
$1.11M -$4.72K -12 -0.4%