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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 %
CSWG
2151
Cardinal Strategic Wealth Guidance
Kentucky
$455K -$13K -33 -3%
AP
2152
Advisors Preferred
Maryland
$455K +$455K +1,154 New
OCM
2153
Objective Capital Management
Ohio
$453K -$9.05K -23 -2%
DPI
2154
Diversified Portfolios Inc
Michigan
$452K
EFMC
2155
Empire Financial Management Company
New York
$452K +$45.6K +116 +11%
CAM
2156
Claret Asset Management
Quebec, Canada
$452K +$12.2K +31 +3%
NAG
2157
Northstar Advisory Group
New Jersey
$452K -$440K -1,118 -49%
GSC
2158
Grey Street Capital
Illinois
$452K +$51.9K +132 +13%
CPC
2159
Cookson Peirce & Co
Pennsylvania
$450K +$224K +568 +99%
AFG
2160
Albion Financial Group
Utah
$450K
ACP
2161
Arcus Capital Partners
Georgia
$448K -$786 -2 -0.2%
FIM
2162
Fernwood Investment Management
Massachusetts
$446K +$11.8K +30 +3%
CPM
2163
Connective Portfolio Management
New York
$446K
HCM
2164
Horiko Capital Management
New York
$444K
CCFM
2165
Clear Creek Financial Management
Washington
$444K -$44.4K -113 -9%
FCM
2166
Family Capital Management
Michigan
$441K +$41.3K +105 +10%
FFA
2167
Fragasso Financial Advisors
Pennsylvania
$438K +$49.9K +127 +13%
FFG
2168
Frisch Financial Group
New York
$438K -$20.5K -52 -4%
NFSG
2169
Newbridge Financial Services Group
Florida
$438K -$86.5K -220 -17%
CWP
2170
Cyndeo Wealth Partners
Florida
$438K -$8.65K -22 -2%
CCM
2171
Crew Capital Management
Ohio
$438K -$2.36K -6 -0.5%
SL
2172
Sentinus LLC
Illinois
$438K +$145K +370 +50%
CC
2173
Cypress Capital
Tennessee
$435K +$298K +757 +216%
CCA
2174
Conestoga Capital Advisors
Pennsylvania
$435K -$5.9K -15 -1%
ACM
2175
AlphaStar Capital Management
North Carolina
$434K -$22.4K -57 -5%