MA icon

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 %
CWP
1751
Concord Wealth Partners
Virginia
$931K +$241K +612 +35%
FWTB
1752
First Western Trust Bank
Colorado
$929K +$18.9K +48 +2%
ZIG
1753
Zuckerman Investment Group
Illinois
$927K +$231K +587 +33%
WCM
1754
Wallace Capital Management
Texas
$924K +$492K +1,250 +114%
RB
1755
Renasant Bank
Mississippi
$923K +$529K +1,345 +134%
FANJ
1756
Financial Architects (New Jersey)
New Jersey
$918K +$56.3K +143 +7%
GDP
1757
Great Diamond Partners
Maine
$915K +$24.4K +62 +3%
BWM
1758
BerganKDV Wealth Management
Minnesota
$912K -$31.5K -80 -3%
PWMG
1759
Prestige Wealth Management Group
New Jersey
$912K +$26.7K +68 +3%
EAM
1760
Evanson Asset Management
California
$908K
LC
1761
Lavaca Capital
Texas
$907K -$28.7K -73 -3%
RWPA
1762
Richard W. Paul & Associates
Michigan
$905K +$32.7K +83 +4%
BAMG
1763
Brand Asset Management Group
Missouri
$905K
AC
1764
Avestar Capital
New York
$905K -$128K -325 -12%
PCH
1765
PGIM Custom Harvest
New Jersey
$900K +$22.4K +57 +3%
SFG
1766
SevenBridge Financial Group
Pennsylvania
$899K
RMC
1767
Resources Management Corp
Connecticut
$896K -$10.5M -26,722 -92%
PWA
1768
Providence Wealth Advisors
Illinois
$890K -$38.7K -98 -4%
PWM
1769
Penobscot Wealth Management
Maine
$889K +$15.7K +40 +2%
ICM
1770
IMS Capital Management
Oregon
$888K +$92.4K +235 +12%
SF
1771
Symphony Financial
Texas
$884K +$341K +879 +63%
DWM
1772
Dorchester Wealth Management
Quebec, Canada
$884K -$118K -300 -12%
TCM
1773
Tributary Capital Management
Nebraska
$881K -$21.6K -55 -2%
DMBA
1774
Deseret Mutual Benefit Administrators
Utah
$880K -$40.9K -104 -4%
GSEP
1775
Golden State Equity Partners
California
$879K +$460K +1,169 +110%