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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 %
CIC
1926
Crawford Investment Counsel
Georgia
$680K
HPM
1927
Hoxton Planning & Management
West Virginia
$679K -$38.9K -99 -5%
BWP
1928
Baldwin Wealth Partners
Massachusetts
$676K -$2.36K -6 -0.3%
CA
1929
Crewe Advisors
Utah
$671K +$115K +292 +21%
KLCM
1930
KG&L Capital Management
Louisiana
$671K -$57.4K -146 -8%
RIL
1931
Rothschild Investment LLC
Illinois
$670K +$170K +433 +34%
UC
1932
Unio Capital
New Jersey
$669K
BFO
1933
Boston Family Office
Massachusetts
$668K -$11.8K -30 -2%
PPP
1934
Private Portfolio Partners
New Jersey
$666K
CIG
1935
Cascade Investment Group
Colorado
$665K
PWMG
1936
Provence Wealth Management Group
California
$661K -$9.44K -24 -1%
WAAG
1937
Wealth Alliance Advisory Group
Kansas
$660K -$280K -712 -30%
AIM
1938
Acropolis Investment Management
Missouri
$660K +$10.2K +26 +2%
CFSG
1939
Clark Financial Services Group
Missouri
$658K -$10.6K -27 -2%
TAM
1940
Taurus Asset Management
New York
$658K -$27.5K -70 -4%
DI
1941
Diligent Investors
California
$657K
DAC
1942
Dividend Assets Capital
South Carolina
$657K
CCMG
1943
Clark Capital Management Group
Pennsylvania
$656K -$124K -316 -16%
SAM
1944
SP Asset Management
California
$655K +$27.5K +70 +4%
BS
1945
Bessemer Securities
New York
$655K -$216K -550 -25%
SL
1946
Salomon & Ludwin
Virginia
$654K
GWM
1947
GSB Wealth Management
Connecticut
$652K +$354K +900 +119%
SWP
1948
Strategic Wealth Partners
Ohio
$652K +$400K +1,016 +159%
IGWM
1949
ICA Group Wealth Management
Colorado
$651K +$29.5K +75 +5%
AWM
1950
Absher Wealth Management
North Carolina
$650K +$26K +66 +4%