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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 %
CWA
1976
Consilio Wealth Advisors
Washington
$626K +$1.57K +4 +0.3%
SAM
1977
SignalPoint Asset Management
Missouri
$625K +$2.36K +6 +0.4%
MIM
1978
Moseley Investment Management
Florida
$622K -$59K -150 -9%
BMC
1979
Beaton Management Company
Massachusetts
$618K
MAM
1980
Madison Asset Management
Wisconsin
$617K
HNWAG
1981
High Net Worth Advisory Group
Florida
$616K +$19.7K +50 +3%
QFA
1982
Quantum Financial Advisors
California
$616K
FBFS
1983
First Business Financial Services
Wisconsin
$613K +$4.33K +11 +0.7%
BIM
1984
Baldwin Investment Management
Pennsylvania
$611K
GA
1985
Goldstein Advisors
Wisconsin
$609K -$1.18K -3 -0.2%
WFMPM
1986
Woodley Farra Manion Portfolio Management
Indiana
$609K +$98.3K +250 +19%
MMC
1987
Mizuho Markets Cayman
Cayman Islands
$606K +$606K +1,541 New
IEFM
1988
IQ EQ Fund Management
Ireland
$606K +$12.6K +32 +2%
HWM
1989
Hemington Wealth Management
Virginia
$605K -$29.9K -76 -5%
CB
1990
CNB Bank
Pennsylvania
$604K +$76.3K +194 +14%
GFA
1991
Gallagher Fiduciary Advisors
Illinois
$604K -$191K -485 -24%
RP
1992
Riverwater Partners
Wisconsin
$602K
BPWM
1993
Badgley Phelps Wealth Managers
Washington
$601K -$143K -363 -19%
AP
1994
Adero Partners
California
$601K +$7.08K +18 +1%
MA
1995
MJP Associates
Connecticut
$599K -$3.54K -9 -0.6%
MSA
1996
Marino Stram & Associates
Massachusetts
$598K +$3.15K +8 +0.5%
RW
1997
REDW Wealth
New Mexico
$598K +$26.7K +68 +5%
FCFC
1998
First Commonwealth Financial Corp
Pennsylvania
$595K -$77.5K -197 -12%
NL
1999
NWAM LLC
Washington
$594K +$122K +311 +26%
LA
2000
Latitude Advisors
Florida
$593K -$5.11K -13 -0.9%