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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 %
PFA
1726
Professional Financial Advisors
Nebraska
$983K +$983K +2,501 New
BAM
1727
Beaumont Asset Management
Texas
$976K -$2.36K -6 -0.2%
NDSI
1728
Newman Dignan & Sheerar Inc
Rhode Island
$976K -$12.2K -31 -1%
LF
1729
Lee Financial
Texas
$972K -$4.33K -11 -0.4%
PCM
1730
Pointe Capital Management
Michigan
$962K
CMI
1731
Clare Market Investments
Texas
$960K +$227K +576 +31%
MGAM
1732
McGowan Group Asset Management
Texas
$958K +$7.87K +20 +0.8%
EFG
1733
Everhart Financial Group
Ohio
$958K +$117K +298 +14%
SCM
1734
Seascape Capital Management
New Hampshire
$958K -$1.18K -3 -0.1%
PC
1735
Permit Capital
Pennsylvania
$958K
NC
1736
NinePointTwo Capital
California
$955K
SWP
1737
Semus Wealth Partners
Florida
$949K +$60.6K +154 +7%
EWM
1738
EPG Wealth Management
Georgia
$947K +$102K +260 +12%
TFM
1739
TFC Financial Management
Massachusetts
$945K +$2.75K +7 +0.3%
SOAMC
1740
Spirit of America Management Corp
New York
$944K
LAI
1741
Legal Advantage Investments
California
$944K
CPA
1742
Capital Planning Advisors
California
$942K +$254K +646 +37%
WAG
1743
Winthrop Advisory Group
Massachusetts
$940K +$62.9K +160 +7%
9WM
1744
9258 Wealth Management
Ohio
$939K -$12.2K -31 -1%
RSA
1745
River Street Advisors
Illinois
$939K -$7.47K -19 -0.8%
PTC
1746
Provident Trust Company
Wisconsin
$936K -$3.93K -10 -0.4%
OLVIG
1747
Oliver Lagore Vanvalin Investment Group
Michigan
$936K +$32.2K +82 +4%
JHCP
1748
Jackson Hole Capital Partners
Oklahoma
$936K
PA
1749
Paragon Advisors
Texas
$934K -$466K -1,186 -33%
AP
1750
Arlington Partners
Alabama
$934K +$665K +1,692 +248%