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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 %
SIA
1851
Strategic Investment Advisors
Michigan
$827K +$64.5K +163 +8%
OFS
1852
OneAscent Financial Services
Alabama
$824K +$87.5K +221 +12%
CCM
1853
Canal Capital Management
Virginia
$824K -$29.3K -74 -3%
FFWA
1854
FRG Family Wealth Advisors
Washington
$823K +$30.5K +77 +4%
LT
1855
Legacy Trust
Michigan
$816K -$1.19K -3 -0.1%
CWM
1856
Cahill Wealth Management
Michigan
$816K
MPPW
1857
Mitchell & Pahl Private Wealth
Oklahoma
$814K -$19.8K -50 -2%
WMA
1858
Wealth Management Associates
New Jersey
$814K +$396 +1 +0%
AFT
1859
Alpha Family Trust
California
$812K
SWM
1860
Scissortail Wealth Management
Oklahoma
$809K +$809K +2,104 New
SRC
1861
Shufro Rose & Co
New York
$809K -$2.77K -7 -0.3%
TSWM
1862
Tyler-Stone Wealth Management
Ohio
$808K +$47.9K +121 +6%
SAM
1863
Sompo Asset Management
Japan
$808K -$352K -890 -30%
CCMG
1864
Clark Capital Management Group
Pennsylvania
$806K +$146K +369 +22%
WOC
1865
West Oak Capital
California
$806K
AP
1866
Adero Partners
California
$806K +$201K +507 +33%
Jones Financial Companies
1867
Jones Financial Companies
Missouri
$805K +$4.36K +11 +0.5%
BBNB
1868
Baker Boyer National Bank
Washington
$805K +$412K +1,040 +105%
FMB
1869
Field & Main Bank
Kentucky
$804K +$45.9K +116 +6%
AWM
1870
Aprio Wealth Management
Georgia
$799K -$21.4K -54 -3%
AM
1871
Atwater Malick
Pennsylvania
$796K
MFG
1872
MidWestOne Financial Group
Iowa
$795K
BCM
1873
Boltwood Capital Management
California
$795K -$24.5K -62 -3%
MCM
1874
Monument Capital Management
Virginia
$794K +$57.8K +146 +8%
CIP
1875
Convergence Investment Partners
Florida
$793K +$19.4K +49 +3%