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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 %
WAM
1951
Wolverine Asset Management
Illinois
$705K +$705K +1,780 New
MAM
1952
McLean Asset Management
Virginia
$702K -$400 -1 -0.1%
CFG
1953
Carr Financial Group
Massachusetts
$701K
EWM
1954
Evermay Wealth Management
Virginia
$701K +$1.19K +3 +0.2%
IF
1955
Intrua Financial
Texas
$698K +$123K +310 +21%
TIA
1956
Traphagen Investment Advisors
New Jersey
$697K -$9.9K -25 -1%
LSA
1957
Lion Street Advisors
Texas
$694K +$66.1K +167 +11%
CS
1958
Crescent Sterling
Louisiana
$692K -$145K -365 -17%
AAM
1959
Augustine Asset Management
Florida
$690K +$1.58K +4 +0.2%
AWM
1960
Absher Wealth Management
North Carolina
$690K +$35.3K +89 +5%
KC
1961
Knuff & Co
California
$689K
LIA
1962
LBMC Investment Advisors
Tennessee
$688K +$8.61K +22 +1%
ECA
1963
Elevated Capital Advisors
Utah
$684K -$11.1K -28 -2%
WAAG
1964
Wealth Alliance Advisory Group
Kansas
$682K +$17.4K +44 +3%
KA
1965
Kovack Advisors
Florida
$678K -$35.2K -89 -5%
IWP
1966
Invenio Wealth Partners
Florida
$677K -$118K -298 -15%
PPP
1967
Private Portfolio Partners
New Jersey
$677K +$5.94K +15 +0.9%
HFM
1968
Hartford Funds Management
Pennsylvania
$677K +$34K +86 +5%
TCWM
1969
Total Clarity Wealth Management
Illinois
$676K -$16.2K -41 -2%
CFO
1970
Collective Family Office
Pennsylvania
$674K +$376K +950 +126%
UC
1971
Unio Capital
New Jersey
$673K
KDA
1972
Kraft Davis & Associates
Missouri
$670K -$40.6K -104 -6%
CG
1973
Corundum Group
Colorado
$670K -$141K -357 -17%
CIG
1974
Cascade Investment Group
Colorado
$669K
AWM
1975
Atticus Wealth Management
Florida
$669K +$25.3K +64 +4%