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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 %
PA
1826
PSI Advisors
Florida
$815K -$10.6K -27 -1%
AWM
1827
Aprio Wealth Management
Georgia
$814K +$237K +603 +41%
BCM
1828
Boltwood Capital Management
California
$814K
LT
1829
Legacy Trust
Michigan
$812K -$4.72K -12 -0.6%
CWM
1830
Cahill Wealth Management
Michigan
$811K
VEA
1831
Virtus ETF Advisers
New York
$810K -$111K -283 -12%
BWP
1832
BSW Wealth Partners
Colorado
$809K -$1.12M -2,857 -58%
WMA
1833
Wealth Management Associates
New Jersey
$808K +$7.87K +20 +1%
AFT
1834
Alpha Family Trust
California
$806K
SRC
1835
Shufro Rose & Co
New York
$806K
CG
1836
Corundum Group
Colorado
$806K -$986K -2,506 -55%
DA
1837
Detalus Advisors
Missouri
$803K -$6.29K -16 -0.8%
WOC
1838
West Oak Capital
California
$800K +$3.93K +10 +0.5%
PVI
1839
Pine Valley Investments
New Jersey
$799K +$118K +300 +17%
SW
1840
SteelPeak Wealth
California
$798K +$252K +642 +46%
Jones Financial Companies
1841
Jones Financial Companies
Missouri
$795K -$26.7K -68 -3%
FMN
1842
Financial Management Network
California
$791K
AM
1843
Atwater Malick
Pennsylvania
$791K +$59K +150 +8%
MFG
1844
MidWestOne Financial Group
Iowa
$790K
IWP
1845
Invenio Wealth Partners
Florida
$790K +$790K +2,009 New
FFWA
1846
FRG Family Wealth Advisors
Washington
$787K -$38.5K -98 -5%
VST
1847
Van Strum & Towne
California
$787K
PFO
1848
PMC FIG Opportunities
Israel
$787K +$197K +500 +33%
HP
1849
Hilltop Partners
Indiana
$785K +$785K +1,997 New
VDBMI
1850
Van Den Berg Management I
Texas
$781K -$20.1K -51 -3%