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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 %
SAF
2201
Smith Anglin Financial
Texas
$416K +$150K +382 +57%
FCA
2202
Fortis Capital Advisors
Kansas
$416K +$59.8K +152 +17%
ZIC
2203
ZWJ Investment Counsel
Georgia
$415K -$25.6K -65 -6%
C
2204
Covestor
United Kingdom
$414K +$5.12K +13 +1%
CCM
2205
Carlson Capital Management
Minnesota
$413K +$125K +318 +44%
KI
2206
Kapitalo Investimentos
Brazil
$413K +$413K +1,049 New
DTC
2207
Davidson Trust Company
Washington
$412K
WP
2208
Woodline Partners
California
$411K +$411K +1,046 New
NGA
2209
Naples Global Advisors
Florida
$411K +$39.7K +101 +11%
HVIA
2210
Hudson Valley Investment Advisors
New York
$410K
SBWIC
2211
Schaper Benz & Wise Investment Counsel
Wisconsin
$407K
CVM
2212
Cheviot Value Management
California
$407K -$1.57K -4 -0.4%
AFA
2213
American Financial Advisors
Georgia
$406K
LFG
2214
Larson Financial Group
Missouri
$405K -$21.2K -54 -5%
SRC
2215
Sage Rhino Capital
California
$403K -$39.7K -101 -9%
RRCM
2216
Rappaport Reiches Capital Management
Illinois
$403K
BFC
2217
Bedel Financial Consulting
Indiana
$402K +$3.93K +10 +1%
SAG
2218
Spotlight Asset Group
Illinois
$402K -$25.6K -65 -6%
GCP
2219
GSA Capital Partners
United Kingdom
$402K -$1.91M -4,844 -83%
SIM
2220
SSI Investment Management
California
$402K -$77.9K -198 -16%
LWA
2221
Lineweaver Wealth Advisors
Ohio
$401K -$18.5K -47 -4%
MW
2222
MBL Wealth
North Carolina
$400K -$27.9K -71 -7%
AWG
2223
Altus Wealth Group
Colorado
$400K +$19.7K +50 +5%
EHWM
2224
Eads & Heald Wealth Management
Georgia
$399K -$786 -2 -0.2%
BWM
2225
BCS Wealth Management
Tennessee
$399K +$399K +1,015 New