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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 %
CMTU
2001
Capital Markets Trading (UK)
United Kingdom
$592K -$211K -537 -26%
PHAM
2002
Palisades Hudson Asset Management
Florida
$592K
SIMG
2003
Sonora Investment Management Group
Arizona
$591K
MCC
2004
Money Concepts Capital
Florida
$591K -$710K -1,804 -55%
RWA
2005
Redhawk Wealth Advisors
Minnesota
$591K +$139K +354 +31%
CFO
2006
Callan Family Office
Pennsylvania
$590K -$71.6K -182 -11%
LCS
2007
Levin Capital Strategies
New York
$590K
PL
2008
Plancorp LLC
Missouri
$590K +$107K +271 +22%
1WA
2009
180 Wealth Advisors
Washington
$590K -$12.6K -32 -2%
GAM
2010
Grandview Asset Management
Pennsylvania
$588K +$71.2K +181 +14%
TC
2011
Trust Company
Kansas
$588K -$876K -2,228 -60%
PSCM
2012
Per Stirling Capital Management
Texas
$585K +$7.08K +18 +1%
LP
2013
LGL Partners
Pennsylvania
$585K
WA
2014
Wealth Architects
California
$584K -$18.9K -48 -3%
CPSAC
2015
Chas P. Smith & Associates (CPS)
Florida
$583K +$13.8K +35 +2%
ETIA
2016
Epic Trust Investment Advisors
Washington
$582K -$114K -290 -16%
HPG
2017
Harvest Portfolios Group
Ontario, Canada
$579K -$83.8K -213 -13%
JSL
2018
JT Stratford LLC
Georgia
$579K -$9.83K -25 -2%
FM
2019
Foster & Motley
Ohio
$577K -$23.6K -60 -4%
PWP
2020
Pursue Wealth Partners
California
$576K
WCM
2021
Wedge Capital Management
North Carolina
$575K -$25.2K -64 -4%
MCM
2022
MV Capital Management
Maryland
$573K +$5.11K +13 +0.9%
EFG
2023
Ethos Financial Group
Pennsylvania
$573K
HI
2024
Harbour Investments
Wisconsin
$572K +$79.1K +201 +16%
IF
2025
Intrua Financial
Texas
$571K -$46.4K -118 -8%