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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 %
APP
1801
Avantax Planning Partners
Iowa
$901K +$41.2K +104 +5%
FWM
1802
FFT Wealth Management
Pennsylvania
$896K +$27.3K +69 +3%
PCP
1803
Proficio Capital Partners
Massachusetts
$896K +$41.2K +104 +5%
C
1804
Certuity
Florida
$895K +$30.9K +78 +4%
FLI
1805
Family Legacy Inc
South Carolina
$894K +$37.2K +94 +4%
ICM
1806
IMS Capital Management
Oregon
$892K -$1.98K -5 -0.2%
HCM
1807
Hollencrest Capital Management
California
$891K +$59.4K +150 +7%
VC
1808
Vicus Capital
Pennsylvania
$888K +$375K +948 +73%
GC
1809
GFG Capital
Florida
$887K +$28.1K +71 +3%
PWM
1810
Penobscot Wealth Management
Maine
$884K -$10.3K -26 -1%
RWPA
1811
Richard W. Paul & Associates
Michigan
$884K -$27.3K -69 -3%
SF
1812
Symphony Financial
Texas
$882K -$19K -48 -2%
FCM
1813
FJ Capital Management
Virginia
$882K +$882K +2,227 New
C1AG
1814
Client 1st Advisory Group
Florida
$881K
SM
1815
Sciencast Management
New Jersey
$879K +$879K +2,219 New
SCM
1816
Stevens Capital Management
Pennsylvania
$878K -$658K -1,662 -43%
TCM
1817
Tributary Capital Management
Nebraska
$877K -$9.9K -25 -1%
PWLP
1818
Prio Wealth Limited Partnership
Massachusetts
$872K +$4.36K +11 +0.5%
CCA
1819
Childress Capital Advisors
Texas
$872K +$872K +2,202 New
AA
1820
Alta Advisers
United Kingdom
$871K
GWSG
1821
GPS Wealth Strategies Group
Colorado
$870K -$9.9K -25 -1%
APA
1822
Astoria Portfolio Advisors
New York
$869K -$31.7K -87 -4%
SFP
1823
Sandbox Financial Partners
Maryland
$868K -$4.75K -12 -0.5%
PIA
1824
Perennial Investment Advisors
California
$867K +$10.3K +26 +1%
NGA
1825
Naples Global Advisors
Florida
$865K +$452K +1,141 +109%