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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 %
GAG
1926
GM Advisory Group
New York
$734K +$97.4K +246 +15%
GFS
1927
GYL Financial Synergies
Connecticut
$733K +$87.9K +222 +14%
AIC
1928
Argus Investors Counsel
New York
$733K -$10.3K -26 -1%
WT
1929
Washington Trust
Rhode Island
$727K
RPWA
1930
Regent Peak Wealth Advisors
Georgia
$727K +$19K +48 +3%
GAM
1931
Gould Asset Management
California
$726K
FNBOH
1932
First National Bank of Hutchinson
Kansas
$726K +$17.8K +45 +3%
TFP
1933
Tilia Fiduciary Partners
North Carolina
$725K -$15.8K -40 -2%
VBCG
1934
Valley Brook Capital Group
Pennsylvania
$725K
SIC
1935
Sterling Investment Counsel
New York
$724K -$5.94K -15 -0.8%
NQWM
1936
Northwest Quadrant Wealth Management
Oregon
$723K +$1.19K +3 +0.2%
CT
1937
Cambridge Trust
Massachusetts
$722K -$23K -58 -3%
ICM
1938
Islay Capital Management
Texas
$720K -$108K -274 -13%
OWM
1939
OneAscent Wealth Management
Alabama
$720K +$179K +451 +33%
RWA
1940
Redhawk Wealth Advisors
Minnesota
$716K +$122K +308 +21%
FCB
1941
First County Bank
Connecticut
$716K -$35.2K -89 -5%
IA
1942
IFG Advisory
Georgia
$716K +$716K +1,807 New
OMC
1943
Old Mission Capital
Illinois
$713K +$713K +1,802 New
TA
1944
TFG Advisers
Michigan
$713K -$58.6K -148 -8%
SHFA
1945
SS&H Financial Advisors
Michigan
$709K +$709K +1,790 New
BAM
1946
Brave Asset Management
New Jersey
$707K
DJSG
1947
D.J. St. Germain
Massachusetts
$707K -$139K -350 -16%
BM
1948
Brandywine Managers
Delaware
$707K
B
1949
Bridgeworth
Alabama
$705K -$17K -43 -2%
SWP
1950
Strategic Wealth Partners
Ohio
$705K +$49.1K +124 +7%