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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 %
TIM
1951
Tevis Investment Management
Texas
$649K
FFAM
1952
Forge First Asset Management
Canada
$648K -$1.12M -2,850 -63%
EP
1953
Eudaimonia Partners
Tennessee
$648K -$18.5K -47 -3%
TNA
1954
True North Advisors
Texas
$646K +$298K +759 +86%
CWA
1955
Clarity Wealth Advisors
California
$643K -$1.97K -5 -0.3%
RFA
1956
Resurgent Financial Advisors
Georgia
$643K -$16.1K -41 -2%
VWM
1957
Vigilare Wealth Management
Arizona
$642K +$786 +2 +0.1%
SC
1958
Sonen Capital
California
$642K -$136K -345 -17%
GFS
1959
GYL Financial Synergies
Connecticut
$642K +$97.2K +247 +18%
SPWG
1960
Syntegra Private Wealth Group
Missouri
$641K +$1.57K +4 +0.2%
MMPW
1961
Mitchell McLeod Pugh & Williams
Alabama
$641K
AWM
1962
Atticus Wealth Management
Florida
$640K -$30.7K -78 -5%
WA
1963
WBH Advisory
Maryland
$639K
DCM
1964
Driehaus Capital Management
Illinois
$639K +$639K +1,625 New
HFM
1965
Hartford Funds Management
Pennsylvania
$638K +$11.4K +29 +2%
CWM
1966
Connecticut Wealth Management
Connecticut
$637K +$123K +314 +24%
MKC
1967
M. Kraus & Co
Vermont
$636K
WCM
1968
WealthBridge Capital Management
Ohio
$636K -$38.2K -97 -6%
MIC
1969
Means Investment Company
Maine
$634K +$18.9K +48 +3%
AWAP
1970
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$634K
GAG
1971
GM Advisory Group
New York
$633K +$285K +725 +82%
PSC
1972
Prentiss Smith & Co
Vermont
$631K
RCA
1973
Resonant Capital Advisors
Wisconsin
$630K +$219K +558 +53%
TF
1974
Trek Financial
Arizona
$628K +$88.5K +225 +16%
FBC
1975
Fairfield, Bush & Co
Connecticut
$627K +$344K +875 +122%