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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 %
PBK
1876
Peoples Bank (Kansas)
Kansas
$793K +$793K +2,003 New
SW
1877
SteelPeak Wealth
California
$793K -$10.7K -27 -1%
VST
1878
Van Strum & Towne
California
$792K
FMN
1879
Financial Management Network
California
$791K
WW
1880
Waterfront Wealth
Kansas
$791K
ARG
1881
Advisory Resource Group
Oklahoma
$791K +$30.1K +76 +4%
HWM
1882
Hemington Wealth Management
Virginia
$787K +$178K +450 +29%
BWP
1883
BSW Wealth Partners
Colorado
$783K -$31.7K -80 -4%
PA
1884
PSI Advisors
Florida
$783K -$37.2K -94 -5%
VDBMI
1885
Van Den Berg Management I
Texas
$783K -$2.77K -7 -0.4%
BAM
1886
Byrne Asset Management
New Jersey
$783K +$4.36K +11 +0.6%
RIL
1887
Rothschild Investment LLC
Illinois
$783K +$109K +275 +16%
SPWG
1888
Syntegra Private Wealth Group
Missouri
$781K +$135K +341 +21%
JCM
1889
Jacobsen Capital Management
Utah
$780K +$21K +53 +3%
IDA
1890
Intelligence Driven Advisers
California
$777K +$239K +607 +44%
RCM
1891
Radnor Capital Management
Pennsylvania
$777K
EFG
1892
Ethos Financial Group
Pennsylvania
$777K +$153K +386 +24%
SAMT
1893
Select Asset Management & Trust
Pennsylvania
$776K
HWM
1894
Howard Wealth Management
Connecticut
$774K
WAM
1895
Werlinich Asset Management
Connecticut
$774K +$18.6K +47 +2%
BIA
1896
Bigelow Investment Advisors
Maine
$774K +$6.34K +16 +0.8%
DA
1897
Detalus Advisors
Missouri
$773K -$34.4K -87 -4%
NRC
1898
New Republic Capital
North Carolina
$773K +$226K +571 +41%
JAG
1899
Journey Advisory Group
Kentucky
$770K -$6.34K -16 -0.8%
EWM
1900
Empirical Wealth Management
Washington
$769K +$260K +656 +51%