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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 %
DDPIC
2026
Deroy & Devereaux Private Investment Counsel
Michigan
$567K +$567K +1,441 New
GWS
2027
Glassman Wealth Services
Virginia
$564K +$4.33K +11 +0.8%
RMAM
2028
Raab & Moskowitz Asset Management
New Jersey
$564K +$33.8K +86 +6%
MFG
2029
Magnus Financial Group
New York
$562K +$41.3K +105 +8%
AWA
2030
Amplius Wealth Advisors
Pennsylvania
$557K -$3.93K -10 -0.7%
AR
2031
Advisory Research
Illinois
$555K +$555K +1,411 New
NJBEST
2032
New Jersey Better Educational Savings Trust
New Jersey
$554K
SDWIA
2033
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$554K
ONGA
2034
O'Neil Global Advisors
California
$553K +$553K +1,407 New
SW
2035
SkyOak Wealth
Michigan
$551K
EFM
2036
E Fund Management
China
$550K -$68.5K -174 -11%
CC
2037
Callan Capital
California
$549K -$57.8K -147 -10%
LWIC
2038
Leith Wheeler Investment Counsel
British Columbia, Canada
$549K +$39.3K +100 +8%
PIC
2039
Portland Investment Counsel
Ontario, Canada
$547K
NRC
2040
New Republic Capital
North Carolina
$544K +$60.6K +154 +13%
WB
2041
Webster Bank
Connecticut
$543K -$31.5K -80 -5%
TFO
2042
Tarbox Family Office
California
$543K
ZF
2043
Zhang Financial
Michigan
$542K +$263K +666 +94%
BAM
2044
BOS Asset Management
Illinois
$542K +$43.3K +110 +9%
KWM
2045
Kolinsky Wealth Management
New Jersey
$542K -$11.6K -30 -2%
EWA
2046
ERTS Wealth Advisors
Michigan
$541K +$9.83K +25 +2%
EL
2047
Essex LLC
Illinois
$541K -$27.5K -70 -5%
OWM
2048
OneAscent Wealth Management
Alabama
$538K +$24.4K +62 +5%
IDA
2049
Intelligence Driven Advisers
California
$537K +$537K +1,367 New
GWM
2050
Gitterman Wealth Management
New Jersey
$537K +$205K +520 +62%