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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 %
DFG
1776
Demars Financial Group
Washington
$879K -$26.4K -67 -3%
TSS
1777
Two Sigma Securities
New York
$878K -$12.3M -31,374 -93%
C1AG
1778
Client 1st Advisory Group
Florida
$875K -$318K -808 -27%
GWSG
1779
GPS Wealth Strategies Group
Colorado
$874K +$84.6K +215 +11%
PWM
1780
Peterson Wealth Management
Nevada
$874K +$874K +2,222 New
3IP
1781
3Chopt Investment Partners
Virginia
$873K -$31.9K -81 -4%
FW
1782
FirstPurpose Wealth
Utah
$869K +$38.2K +97 +5%
SFP
1783
Sandbox Financial Partners
Maryland
$867K +$42.5K +108 +5%
AA
1784
Alta Advisers
United Kingdom
$865K
FWM
1785
FFT Wealth Management
Pennsylvania
$863K -$11.4K -29 -1%
PWLP
1786
Prio Wealth Limited Partnership
Massachusetts
$862K
GVAG
1787
Great Valley Advisor Group
Delaware
$861K -$20.9K -53 -2%
LIM
1788
Lagoda Investment Management
New York
$861K -$39.3K -100 -4%
MGWM
1789
Marks Group Wealth Management
Minnesota
$861K +$1.57K +4 +0.2%
LAM
1790
L2 Asset Management
Massachusetts
$859K +$57.4K +146 +7%
C
1791
Certuity
Florida
$858K -$131K -332 -13%
APP
1792
Avantax Planning Partners
Iowa
$854K -$11.4K -29 -1%
BFO
1793
Biltmore Family Office
North Carolina
$853K -$15.7K -40 -2%
GC
1794
GFG Capital
Florida
$853K -$385K -979 -31%
IAIM
1795
Industrial Alliance Investment Management
Quebec, Canada
$853K -$21M -53,495 -96%
FLI
1796
Family Legacy Inc
South Carolina
$851K +$787 +2 +0.1%
PIA
1797
Perennial Investment Advisors
California
$851K
PFG
1798
PAX Financial Group
Texas
$849K -$84.2K -214 -9%
PCP
1799
Proficio Capital Partners
Massachusetts
$849K +$101K +256 +13%
CCM
1800
Canal Capital Management
Virginia
$848K