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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 %
UW
2101
Unique Wealth
Florida
$533K +$226K +571 +74%
VC
2102
Veery Capital
Delaware
$532K
FA
2103
Fiducient Advisors
Illinois
$532K +$532K +1,344 New
NSB
2104
Norway Savings Bank
Maine
$531K
DBT
2105
Dubuque Bank & Trust
Iowa
$531K +$26.9K +68 +5%
FWP
2106
Firethorn Wealth Partners
Georgia
$530K +$28.1K +71 +6%
VAF
2107
Values Added Financial
District of Columbia
$530K +$57.8K +146 +12%
NB
2108
Northwest Bancshares
Pennsylvania
$530K +$3.56K +9 +0.7%
TSWM
2109
Triangle Securities Wealth Management
North Carolina
$525K -$13.9K -35 -3%
SC
2110
Skylands Capital
Wisconsin
$525K -$9.9K -25 -2%
MC
2111
Matisse Capital
Oregon
$525K
SGK
2112
Steigerwald Gordon & Koch
Virginia
$524K +$24.5K +62 +5%
FSC
2113
Full Sail Capital
Oklahoma
$523K +$3.56K +9 +0.7%
LF
2114
LifeSteps Financial
California
$523K
EB
2115
Exchange Bank
California
$522K
BCM
2116
Becker Capital Management
Oregon
$521K +$99.4K +251 +24%
PWM
2117
Paulson Wealth Management
Illinois
$520K +$268K +677 +106%
FAG
2118
Fortitude Advisory Group
Washington
$519K +$25.7K +65 +5%
ACP
2119
Aveo Capital Partners
Colorado
$519K +$34.8K +88 +7%
FMTCOCP
2120
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$515K -$8.72K -22 -2%
NWA
2121
New World Advisors
Massachusetts
$514K -$396 -1 -0.1%
PAM
2122
Paradigm Asset Management
New York
$514K
SB
2123
Sunflower Bank
Texas
$514K +$49.9K +126 +11%
FFC
2124
First Financial Corp
Indiana
$513K +$222K +562 +76%
JFG
2125
JMG Financial Group
Illinois
$513K +$396 +1 +0.1%