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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 %
PMFA
2076
Plante Moran Financial Advisors
Michigan
$516K -$33.4K -85 -6%
MA
2077
MONECO Advisors
Connecticut
$516K +$3.54K +9 +0.7%
RCA
2078
Ranch Capital Advisors
Florida
$515K -$16.9K -43 -3%
TA
2079
Townsend & Associates
Colorado
$514K +$185K +460 +56%
CAI
2080
Capital Advisors Inc
Oklahoma
$512K +$35K +89 +7%
CAMV
2081
Concord Asset Management (Virginia)
Virginia
$512K +$52.7K +134 +11%
CWM
2082
Cahaba Wealth Management
Georgia
$512K +$786 +2 +0.2%
NWA
2083
New World Advisors
Massachusetts
$511K +$10.2K +26 +2%
PAM
2084
Paradigm Asset Management
New York
$511K -$157K -400 -24%
C
2085
CEDRUS
Colorado
$510K -$107K -272 -17%
JFG
2086
JMG Financial Group
Illinois
$510K -$15.7K -40 -3%
VC
2087
Vicus Capital
Pennsylvania
$510K -$149K -379 -23%
CWC
2088
Carolinas Wealth Consulting
North Carolina
$509K -$45.6K -116 -8%
BWAM
2089
Boyd Watterson Asset Management
Ohio
$507K
EWM
2090
Empirical Wealth Management
Washington
$505K -$223K -566 -31%
FFG
2091
Fortem Financial Group
California
$505K +$5.11K +13 +1%
KFI
2092
Key Financial Inc
Pennsylvania
$503K +$18.1K +46 +4%
DBT
2093
Dubuque Bank & Trust
Iowa
$501K +$393 +1 +0.1%
FCFS
2094
First Command Financial Services
Texas
$500K +$45.6K +116 +10%
FCB
2095
First Command Bank
Texas
$500K +$45.6K +116 +10%
BAM
2096
Berkshire Asset Management
Pennsylvania
$500K -$3.93K -10 -0.8%
FWP
2097
Firethorn Wealth Partners
Georgia
$499K -$33K -84 -6%
CPA
2098
Cardiff Park Advisors
California
$498K +$393 +1 +0.1%
SGK
2099
Steigerwald Gordon & Koch
Virginia
$496K -$24.4K -62 -5%
MAP
2100
Milestone Advisory Partners
North Carolina
$496K