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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 %
CIS
1851
Continental Investors Services
Washington
$780K +$419K +1,064 +116%
GWANC
1852
Guardian Wealth Advisors (North Carolina)
North Carolina
$777K +$101K +258 +15%
BAM
1853
Byrne Asset Management
New Jersey
$773K +$254K +645 +49%
RCM
1854
Radnor Capital Management
Pennsylvania
$772K +$47.6K +121 +7%
JAG
1855
Journey Advisory Group
Kentucky
$771K +$2.36K +6 +0.3%
SAMT
1856
Select Asset Management & Trust
Pennsylvania
$771K +$357K +909 +86%
HWM
1857
Howard Wealth Management
Connecticut
$769K -$14.2K -36 -2%
CIP
1858
Convergence Investment Partners
Florida
$768K -$88.8K -226 -10%
DCM
1859
DGS Capital Management
New Jersey
$767K +$33.8K +86 +5%
SMA
1860
Seven Mile Advisory
New Jersey
$767K +$767K +1,949 New
TA
1861
TFG Advisers
Michigan
$766K +$1.18K +3 +0.2%
AGAM
1862
Audent Global Asset Management
California
$764K -$687K -1,746 -47%
BIA
1863
Bigelow Investment Advisors
Maine
$763K -$21.6K -55 -3%
SIA
1864
Strategic Investment Advisors
Michigan
$758K -$61.4K -156 -7%
AWM
1865
Aberdeen Wealth Management
Illinois
$757K -$39.7K -101 -5%
ARG
1866
Advisory Resource Group
Oklahoma
$756K +$36.2K +92 +5%
TSWM
1867
Tyler-Stone Wealth Management
Ohio
$755K +$755K +1,919 New
JCM
1868
Jacobsen Capital Management
Utah
$754K +$68.8K +175 +10%
FMB
1869
Field & Main Bank
Kentucky
$754K +$19.7K +50 +3%
EFH
1870
Eaton Financial Holdings
Florida
$752K
SAM
1871
Synergy Asset Management
Washington
$751K -$20.8K -53 -3%
PWA
1872
Physician Wealth Advisors
Utah
$751K +$8.27K +21 +1%
WAM
1873
Werlinich Asset Management
Connecticut
$750K
DI
1874
DDFG Inc
California
$750K
SCM
1875
Schnieders Capital Management
California
$750K +$2.36K +6 +0.3%