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 %
CB
1801
Community Bank
New York
$848K +$1.97K +5 +0.2%
TCB
1802
Texas Capital Bancshares
Texas
$847K -$5.11K -13 -0.6%
FAFN
1803
First Affirmative Financial Network
Colorado
$845K +$226K +575 +37%
FIB
1804
First Interstate Bank
Montana
$842K -$201K -511 -19%
DJSG
1805
D.J. St. Germain
Massachusetts
$840K +$840K +2,135 New
MFWP
1806
Mosaic Family Wealth Partners
Missouri
$839K
HFS
1807
Howard Financial Services
Texas
$839K +$9.05K +23 +1%
MMM
1808
Mendel Money Management
Illinois
$839K +$14.6K +37 +2%
OIS
1809
Okabena Investment Services
Minnesota
$837K +$40.1K +102 +5%
GWA
1810
GGM Wealth Advisors
Maryland
$835K +$835K +2,100 New
WKWM
1811
Walter & Keenan Wealth Management
Indiana
$834K -$8.65K -22 -1%
DEM
1812
Disciplined Equity Management
Florida
$834K -$9.05K -23 -1%
FOA
1813
Five Oceans Advisors
California
$832K +$76.7K +195 +10%
CS
1814
Crescent Sterling
Louisiana
$831K
HIP
1815
HUB Investment Partners
Texas
$831K +$108K +274 +15%
CFP
1816
Catalyst Financial Partners
Massachusetts
$829K +$129K +327 +18%
MPPW
1817
Mitchell & Pahl Private Wealth
Oklahoma
$829K -$28.3K -72 -3%
AB
1818
Atlas Brown
Kentucky
$829K +$1.97K +5 +0.2%
WW
1819
Waterfront Wealth
Kansas
$827K
HCM
1820
Hollencrest Capital Management
California
$826K -$67.3K -171 -8%
FFA
1821
Farther Finance Advisors
California
$826K +$492K +1,250 +147%
LJAC
1822
L.J. Altfest & Co
New York
$824K +$27.9K +71 +4%
FCAG
1823
First Capital Advisors Group
New Jersey
$823K -$6.29K -16 -0.8%
ICM
1824
Islay Capital Management
Texas
$823K +$30.7K +78 +4%
RI
1825
Redwood Investments
Massachusetts
$821K -$47.6K -121 -5%