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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 %
SIC
2101
Salem Investment Counselors
North Carolina
$493K +$59K +150 +14%
LG
2102
LaFleur & Godfrey
Michigan
$492K
AC
2103
Aristides Capital
Kentucky
$492K
KBFS
2104
Kohmann Bosshard Financial Services
Ohio
$492K
TA
2105
TFB Advisors
Kansas
$491K +$165K +419 +51%
FAG
2106
Fortitude Advisory Group
Washington
$490K +$144K +365 +41%
MA
2107
MCF Advisors
Kentucky
$490K +$393 +1 +0.1%
TCM
2108
Tanaka Capital Management
New York
$490K -$3.93K -10 -0.8%
VCM
2109
Vigilant Capital Management
Maine
$490K +$236K +600 +93%
MCA
2110
MSH Capital Advisors
Arizona
$489K +$101K +257 +26%
HA
2111
Harfst & Associates
Wyoming
$487K -$2.13M -5,413 -81%
TA
2112
TruWealth Advisors
Louisiana
$487K
SVWAG
2113
Sound View Wealth Advisors Group
Georgia
$485K -$60.2K -153 -11%
PPWM
2114
Paragon Private Wealth Management
Kentucky
$484K -$75.1K -191 -13%
WP
2115
Westmount Partners
California
$483K +$37K +94 +8%
RW
2116
Rede Wealth
Virginia
$483K -$393 -1 -0.1%
RCG
2117
Rock Creek Group
District of Columbia
$481K +$26K +66 +6%
ACP
2118
Aveo Capital Partners
Colorado
$481K +$11.4K +29 +2%
FPCG
2119
Fort Pitt Capital Group
Pennsylvania
$480K -$2.75K -7 -0.6%
AFP
2120
Ausdal Financial Partners
Iowa
$480K +$4.72K +12 +1%
FFA
2121
Founders Financial Alliance
North Carolina
$478K +$92.8K +236 +24%
WPWM
2122
Western Pacific Wealth Management
Illinois
$477K -$16.9K -43 -3%
CCP
2123
Cassia Capital Partners
North Carolina
$477K +$477K +1,214 New
WA
2124
WESPAC Advisors
California
$476K
GCMG
2125
Gyroscope Capital Management Group
Florida
$472K +$472K +1,200 New