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Mastercard

2,800 hedge funds and large institutions have $283B invested in Mastercard in 2023 Q3 according to their latest regulatory filings, with 162 funds opening new positions, 1,107 increasing their positions, 1,089 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,800
Holders Change
+33
Holders Change %
+1.19%
% of All Funds
44.64%
Holding in Top 10
326
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+4.82%
% of All Funds
5.2%
New
162
Increased
1,107
Reduced
1,089
Closed
101
Calls
$3.87B
Puts
$2.93B
Net Calls
+$943M
Net Calls Change
+$852M
Name Holding Trade Value Shares
Change
Shares
Change %
LAM
1776
L2 Asset Management
Massachusetts
$962K -$46.8M -2,139 -98%
NC
1777
NinePointTwo Capital
California
$961K
HIP
1778
HUB Investment Partners
Texas
$958K +$121K +306 +14%
TFM
1779
TFC Financial Management
Massachusetts
$958K +$6.73K +17 +0.7%
SCM
1780
Seascape Capital Management
New Hampshire
$956K -$8.72K -22 -0.9%
9WM
1781
9258 Wealth Management
Ohio
$954K +$8.32K +21 +0.9%
SOAMC
1782
Spirit of America Management Corp
New York
$950K
LAI
1783
Legal Advantage Investments
California
$950K
WAG
1784
Winthrop Advisory Group
Massachusetts
$946K
PTC
1785
Provident Trust Company
Wisconsin
$942K
CPA
1786
Capital Planning Advisors
California
$941K -$7.92K -20 -0.8%
FAFN
1787
First Affirmative Financial Network
Colorado
$939K +$88.3K +223 +10%
BHB
1788
Bank Hapoalim BM
Israel
$933K -$212K -535 -18%
WCM
1789
Wallace Capital Management
Texas
$930K
AP
1790
Arlington Partners
Alabama
$922K -$17.4K -44 -2%
AT
1791
Arlington Trust
Alabama
$922K +$922K +2,330 New
DWM
1792
Dorchester Wealth Management
Quebec, Canada
$920K +$29.7K +75 +3%
FWTB
1793
First Western Trust Bank
Colorado
$917K -$18.6K -47 -2%
EAM
1794
Evanson Asset Management
California
$914K
PCH
1795
PGIM Custom Harvest
New Jersey
$911K +$4.75K +12 +0.5%
MMM
1796
Mendel Money Management
Illinois
$911K +$66.5K +168 +8%
OLVIG
1797
Oliver Lagore Vanvalin Investment Group
Michigan
$910K -$32.5K -82 -3%
JSW
1798
Journey Strategic Wealth
New Jersey
$906K +$167K +421 +23%
PWA
1799
Providence Wealth Advisors
Illinois
$906K +$17.7K +45 +2%
GDP
1800
Great Diamond Partners
Maine
$904K -$17K -43 -2%