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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 %
CM
2226
Capula Management
Cayman Islands
$428K +$428K +1,080 New
DWP
2227
Destiny Wealth Partners
Florida
$427K
BAM
2228
Blueshift Asset Management
New Jersey
$426K -$726K -1,834 -63%
NAM
2229
NTV Asset Management
West Virginia
$425K
CBTWT
2230
Community Bank & Trust (Waco, Texas)
Texas
$423K -$383K -1,347 -48%
HGWM
2231
Horst & Graben Wealth Management
Oregon
$423K
LAS
2232
LWM Advisory Services
Florida
$422K -$5.94K -15 -1%
SAM
2233
Summit Asset Management
Tennessee
$422K
AWE
2234
Avidian Wealth Enterprises
Texas
$422K -$53K -134 -11%
CSWG
2235
Cardinal Strategic Wealth Guidance
Kentucky
$421K -$37.2K -94 -8%
GPA
2236
Guerra Pan Advisors
New Jersey
$421K +$61.4K +155 +17%
FCM
2237
Family Capital Management
Michigan
$421K -$23K -58 -5%
EBA
2238
Eagle Bay Advisors
New York
$418K +$115K +291 +38%
PCG
2239
Prosperity Consulting Group
Maryland
$417K +$64.9K +164 +18%
DTC
2240
Davidson Trust Company
Washington
$415K
FCA
2241
FinTrust Capital Advisors
South Carolina
$414K +$87.1K +220 +27%
NFSG
2242
Newbridge Financial Services Group
Florida
$414K -$27.3K -69 -6%
FFG
2243
Frisch Financial Group
New York
$413K -$27.3K -69 -6%
APM
2244
Advanced Portfolio Management
New York
$413K +$413K +1,043 New
LBC
2245
Lowe Brockenbrough & Co
Virginia
$413K -$19.4K -49 -4%
HVIA
2246
Hudson Valley Investment Advisors
New York
$413K
TCG
2247
Tremblant Capital Group
Florida
$413K +$98.2K +248 +31%
FCA
2248
Fortis Capital Advisors
Kansas
$412K -$6.73K -17 -2%
CA
2249
CoreCap Advisors
Michigan
$410K +$83.5K +211 +26%
SBWIC
2250
Schaper Benz & Wise Investment Counsel
Wisconsin
$410K