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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 %
EWA
2126
ERTS Wealth Advisors
Michigan
$513K -$31.7K -80 -6%
NL
2127
NWAM LLC
Washington
$511K -$87.5K -221 -15%
VCP
2128
Verus Capital Partners
Arizona
$510K +$113K +285 +28%
BWAM
2129
Boyd Watterson Asset Management
Ohio
$510K -$1.19K -3 -0.2%
SIC
2130
Salem Investment Counselors
North Carolina
$508K +$11.9K +30 +2%
WB
2131
Webster Bank
Connecticut
$507K -$39.6K -100 -7%
KFI
2132
Key Financial Inc
Pennsylvania
$507K
FCAS
2133
First Command Advisory Services
Texas
$506K +$506K +1,279 New
GAM
2134
Grandview Asset Management
Pennsylvania
$506K -$85.5K -216 -14%
PMFA
2135
Plante Moran Financial Advisors
Michigan
$506K -$13.9K -35 -3%
AGWCA
2136
Annis Gardner Whiting Capital Advisors
Florida
$503K +$503K +1,271 New
FFG
2137
Fortem Financial Group
California
$502K -$5.94K -15 -1%
SAF
2138
Smith Anglin Financial
Texas
$502K +$83.5K +211 +20%
T
2139
TOBAM
France
$502K +$127K +322 +34%
CPA
2140
Cardiff Park Advisors
California
$502K
DA
2141
DCM Advisors
New York
$501K +$117K +296 +31%
MAP
2142
Milestone Advisory Partners
North Carolina
$499K
LG
2143
LaFleur & Godfrey
Michigan
$495K
AC
2144
Aristides Capital
Kentucky
$495K
VA
2145
Valmark Advisers
Ohio
$494K -$40.8K -103 -8%
BC
2146
Bridgefront Capital
Texas
$494K -$768K -1,941 -61%
TCM
2147
Tanaka Capital Management
New York
$493K
SFWA
2148
Summit Financial Wealth Advisors
Louisiana
$493K +$108K +279 +28%
CCP
2149
Cassia Capital Partners
North Carolina
$491K +$10.3K +26 +2%
BBW
2150
Blue Barn Wealth
Utah
$491K +$26.1K +66 +6%