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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 %
ONST
2076
Old North State Trust
North Carolina
$559K +$26.5K +67 +5%
RCA
2077
Ranch Capital Advisors
Florida
$558K +$39.2K +99 +8%
NJBEST
2078
New Jersey Better Educational Savings Trust
New Jersey
$558K
EFH
2079
Eaton Financial Holdings
Florida
$554K -$202K -511 -27%
CCM
2080
Crabel Capital Management
California
$553K +$553K +1,396 New
SWM
2081
Salvus Wealth Management
New Jersey
$552K +$30.1K +76 +6%
PIC
2082
Portland Investment Counsel
Ontario, Canada
$551K
ETIA
2083
Epic Trust Investment Advisors
Washington
$546K -$39.6K -100 -7%
JSL
2084
JT Stratford LLC
Georgia
$546K -$37.2K -94 -6%
HPG
2085
Harvest Portfolios Group
Ontario, Canada
$546K -$37.2K -94 -6%
AWM
2086
Aries Wealth Management
Maine
$546K +$65.8K +164 +14%
BAM
2087
BOS Asset Management
Illinois
$546K
RMAM
2088
Raab & Moskowitz Asset Management
New Jersey
$545K -$22.6K -57 -4%
ICP
2089
Interchange Capital Partners
Pennsylvania
$541K +$172K +435 +47%
NCM
2090
New Capital Management
Texas
$540K +$540K +1,364 New
MSCM
2091
McElhenny Sheffield Capital Management
Texas
$540K +$540K +1,364 New
TNA
2092
True North Advisors
Texas
$540K -$110K -279 -17%
DSN
2093
D. Scott Neal
Kentucky
$540K
RP
2094
Riverwater Partners
Wisconsin
$538K -$67.7K -171 -11%
TA
2095
TFB Advisors
Kansas
$537K +$42.8K +108 +9%
AWM
2096
Alterna Wealth Management
Texas
$536K
MFG
2097
Midwest Financial Group
Kansas
$536K +$396 +1 +0.1%
GIP
2098
Granite Investment Partners
California
$536K
CPSAC
2099
Chas P. Smith & Associates (CPS)
Florida
$535K -$51.4K -130 -9%
MA
2100
MONECO Advisors
Connecticut
$534K +$14.6K +37 +3%