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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 %
RWP
1701
RWA Wealth Partners
Massachusetts
$1.05M -$125K -318 -11%
UAML
1702
US Asset Management LLC
Pennsylvania
$1.05M -$1.18K -3 -0.1%
BBA
1703
BLB&B Advisors
Pennsylvania
$1.04M -$29.1K -74 -3%
PFGIA
1704
Patriot Financial Group Insurance Agency
Massachusetts
$1.04M -$183K -466 -15%
NWM
1705
Northcape Wealth Management
New York
$1.04M -$24.4K -62 -2%
CFG
1706
Cooper Financial Group
California
$1.03M +$25.2K +64 +2%
GA
1707
GraniteShares Advisors
New York
$1.03M -$62.5K -159 -6%
SWM
1708
SeaCrest Wealth Management
New York
$1.03M -$44.4K -113 -4%
WI
1709
Wedgewood Investors
Pennsylvania
$1.03M -$187K -475 -15%
KCM
1710
KRS Capital Management
Michigan
$1.03M +$13.8K +35 +1%
PI
1711
PFG Investments
New York
$1.02M +$33K +84 +3%
HAG
1712
HF Advisory Group
Maryland
$1.02M -$438K -1,114 -30%
CFA
1713
CWS Financial Advisors
Michigan
$1.02M +$1.97K +5 +0.2%
RFN
1714
RDA Financial Network
Iowa
$1.02M -$12.6K -32 -1%
RIA
1715
Regal Investment Advisors
Michigan
$1.02M +$65.3K +166 +7%
AWP
1716
Accretive Wealth Partners
New Jersey
$1.02M +$36.6K +93 +4%
BWM
1717
Buckley Wealth Management
Nevada
$1.01M +$27.5K +70 +3%
CAL
1718
Capital Advisors Ltd
Ohio
$1.01M +$219K +556 +28%
CWS
1719
Confluence Wealth Services
Pennsylvania
$1.01M +$170K +431 +20%
OC
1720
Oakworth Capital
Alabama
$1.01M -$10.6K -27 -1%
NFA
1721
Northern Financial Advisors
Michigan
$1M -$15.3K -39 -2%
JJBC
1722
James J. Burns & Company
New York
$995K -$696K -1,770 -41%
IIM
1723
Ipswich Investment Management
Massachusetts
$993K +$23.2K +59 +2%
CSIC
1724
Clifford Swan Investment Counsel
California
$992K
APA
1725
Astoria Portfolio Advisors
New York
$989K +$47.3K +118 +5%