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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 %
MSA
2026
Marino Stram & Associates
Massachusetts
$615K +$13.1K +33 +2%
SVWAG
2027
Sound View Wealth Advisors Group
Georgia
$612K +$124K +313 +25%
CCA
2028
Catalyst Capital Advisors
New York
$608K +$291K +735 +92%
QFA
2029
Quantum Financial Advisors
California
$607K -$12.3K -31 -2%
GA
2030
Goldstein Advisors
Wisconsin
$607K -$6.34K -16 -1%
HIM
2031
Hillsdale Investment Management
Ontario, Canada
$606K +$317K +800 +109%
SC
2032
Sonen Capital
California
$603K -$43.2K -109 -7%
SIMG
2033
Sonora Investment Management Group
Arizona
$603K +$7.92K +20 +1%
MCC
2034
Money Concepts Capital
Florida
$603K +$7.92K +20 +1%
KWM
2035
Kolinsky Wealth Management
New Jersey
$598K +$44.4K +112 +8%
CB
2036
CNB Bank
Pennsylvania
$596K -$11.5K -29 -2%
PHAM
2037
Palisades Hudson Asset Management
Florida
$596K
WA
2038
WBH Advisory
Maryland
$596K -$47.5K -120 -7%
TF
2039
Trek Financial
Arizona
$595K -$36.8K -93 -6%
FCFC
2040
First Commonwealth Financial Corp
Pennsylvania
$594K -$4.75K -12 -0.8%
LCS
2041
Levin Capital Strategies
New York
$594K
MCM
2042
MV Capital Management
Maryland
$593K +$15.8K +40 +3%
AP
2043
Advisors Preferred
Maryland
$593K +$136K +343 +30%
LA
2044
Latitude Advisors
Florida
$592K -$5.15K -13 -0.9%
PSCM
2045
Per Stirling Capital Management
Texas
$589K
LP
2046
LGL Partners
Pennsylvania
$589K
WA
2047
Wealth Architects
California
$587K -$1.19K -3 -0.2%
OFG
2048
Oxford Financial Group
Indiana
$587K -$103K -261 -15%
DI
2049
Diligent Investors
California
$586K -$75.2K -190 -11%
1WA
2050
180 Wealth Advisors
Washington
$586K -$7.13K -18 -1%