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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 %
RW
2151
REDW Wealth
New Mexico
$491K -$111K -281 -18%
CAI
2152
Capital Advisors Inc
Oklahoma
$490K -$25.7K -65 -5%
AA
2153
AlphaQ Advisors
Florida
$489K -$40.8K -103 -8%
WP
2154
Westmount Partners
California
$487K
FPCG
2155
Fort Pitt Capital Group
Pennsylvania
$485K +$1.19K +3 +0.2%
CAM
2156
Claret Asset Management
Quebec, Canada
$482K +$26.9K +68 +6%
CYG
2157
Clean Yield Group
Vermont
$481K +$200K +500 +71%
KBFS
2158
Kohmann Bosshard Financial Services
Ohio
$481K -$14.3K -36 -3%
VAG
2159
VisionPoint Advisory Group
Texas
$480K +$101K +256 +27%
TA
2160
TruWealth Advisors
Louisiana
$480K -$9.9K -25 -2%
PPWM
2161
Paragon Private Wealth Management
Kentucky
$480K -$7.13K -18 -1%
AFP
2162
Ausdal Financial Partners
Iowa
$478K -$3.96K -10 -0.8%
MFG
2163
Menard Financial Group
Texas
$478K +$478K +1,208 New
WPWM
2164
Western Pacific Wealth Management
Illinois
$474K -$6.73K -17 -1%
AG
2165
Algert Global
California
$473K -$1.67M -4,227 -78%
PA
2166
PFW Advisors
Georgia
$470K
SPWM
2167
Spartan Planning & Wealth Management
North Carolina
$470K +$470K +1,186 New
RVPG
2168
Relative Value Partners Group
$469K +$469K +1,185 New
SVCP
2169
Silicon Valley Capital Partners
California
$469K
CA
2170
Centerpoint Advisors
Massachusetts
$469K -$65.8K -166 -12%
TA
2171
Townsend & Associates
Colorado
$469K +$1.82K +5 +0.4%
FP
2172
Financial Perspectives
Minnesota
$468K
CIA
2173
Citadel Investment Advisory
Ohio
$467K
ACM
2174
AlphaStar Capital Management
North Carolina
$467K +$30.1K +76 +7%
CFS
2175
Commonwealth Financial Services
West Virginia
$466K +$466K +1,177 New