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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 %
KMWM
2226
Keudell/Morrison Wealth Management
Oregon
$398K -$1.18K -3 -0.3%
PNC
2227
Park National Corp
Ohio
$396K -$40.9K -104 -9%
CMS
2228
Capital Market Strategies
Florida
$396K +$396K +1,007 New
FCA
2229
FLC Capital Advisors
California
$396K
VCP
2230
Verus Capital Partners
Arizona
$395K -$5.9K -15 -1%
DC
2231
Diametric Capital
Massachusetts
$394K +$394K +1,002 New
KWM
2232
Kanen Wealth Management
Florida
$393K
MC
2233
Merlin Capital
Rhode Island
$392K -$16.1K -41 -4%
JWBC
2234
J.W. Burns & Co
New York
$392K -$15.3K -39 -4%
AA
2235
Auxano Advisors
Washington
$392K
BBNB
2236
Baker Boyer National Bank
Washington
$391K -$13.4K -34 -3%
SHGA
2237
Sand Hill Global Advisors
California
$390K -$103K -263 -21%
CG
2238
Cutler Group
California
$389K -$1.3M -3,315 -77%
AI
2239
AdvisorShares Investments
Maryland
$389K +$389K +989 New
SFWA
2240
Summit Financial Wealth Advisors
Louisiana
$389K
HP
2241
Hyperion Partners
Pennsylvania
$388K -$1.97K -5 -0.5%
CWA
2242
CM Wealth Advisors
Ohio
$387K +$88.5K +225 +30%
GAM
2243
Gemmer Asset Management
California
$385K
XSC
2244
X-Square Capital
Puerto Rico
$385K
HI
2245
Hudock Inc
Pennsylvania
$384K +$393 +1 +0.1%
TFA
2246
Tranquilli Financial Advisor
New Jersey
$384K -$2.36K -6 -0.6%
AIM
2247
Avity Investment Management
Connecticut
$383K +$23.6K +60 +7%
Cohen & Steers
2248
Cohen & Steers
New York
$383K
GC
2249
Gilbert & Cook
Iowa
$383K +$383K +973 New
DA
2250
DCM Advisors
New York
$381K +$381K +970 New