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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 %
PWP
2176
Phillips Wealth Planners
Mississippi
$433K -$3.15K -8 -0.7%
PA
2177
Prism Advisors
California
$433K
OCM
2178
Orion Capital Management
California
$433K +$2.36K +6 +0.5%
WCWM
2179
Willow Creek Wealth Management
California
$432K +$5.11K +13 +1%
AT
2180
Arden Trust
Delaware
$432K -$389K -989 -47%
BAAM
2181
Baker Avenue Asset Management
California
$432K -$5.9K -15 -1%
RFN
2182
Redwood Financial Network
Ohio
$432K +$21.2K +54 +5%
CWM
2183
Centurion Wealth Management
Virginia
$431K -$11.4K -29 -3%
PFG
2184
Prosperity Financial Group
California
$431K +$12.2K +31 +3%
SSG
2185
Summit Securities Group
New York
$430K -$221K -563 -34%
LBC
2186
Lowe Brockenbrough & Co
Virginia
$429K -$140K -357 -25%
WDG
2187
Wealth Dimensions Group
Ohio
$429K +$3.93K +10 +0.9%
DWP
2188
Destiny Wealth Partners
Florida
$428K
CAC
2189
Core Alternative Capital
Georgia
$428K +$244K +620 +132%
E
2190
Ergoteles
New York
$424K +$424K +1,077 New
NAM
2191
NTV Asset Management
West Virginia
$422K
DOA
2192
D'Orazio & Associates
Virginia
$422K -$236K -599 -36%
LAS
2193
LWM Advisory Services
Florida
$422K +$21.8K +56 +5%
LDB
2194
Lee, Danner & Bass
Tennessee
$421K +$32.7K +83 +8%
PW
2195
Peninsula Wealth
California
$421K +$20.5K +52 +5%
LF
2196
Lantz Financial
Illinois
$420K +$2.36K +6 +0.6%
HGWM
2197
Horst & Graben Wealth Management
Oregon
$420K
CCM
2198
Consolidated Capital Management
California
$419K -$5.51K -14 -1%
SAM
2199
Summit Asset Management
Tennessee
$419K
BCM
2200
Becker Capital Management
Oregon
$418K -$23.6K -60 -5%