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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 %
SWAG
2251
Spectrum Wealth Advisory Group
California
$381K
LCM
2252
LVM Capital Management
Michigan
$378K
OWA
2253
Opal Wealth Advisors
New York
$377K -$20.5K -52 -5%
PCM
2254
Prelude Capital Management
New York
$377K -$81.4K -207 -18%
VAG
2255
VisionPoint Advisory Group
Texas
$376K -$4.72K -12 -1%
BCG
2256
Breakwater Capital Group
New Jersey
$375K +$375K +953 New
ST
2257
Somerset Trust
Pennsylvania
$374K -$38.2K -97 -9%
TAM
2258
Townsend Asset Management
North Carolina
$373K
T
2259
TOBAM
France
$372K +$196K +498 +111%
OAM
2260
Oberweis Asset Management
Illinois
$372K -$7.87K -20 -2%
CPW
2261
Crestmont Private Wealth
Texas
$372K +$36.6K +93 +11%
WPC
2262
Waters Parkerson & Co
Louisiana
$370K
LWM
2263
Lodestone Wealth Management
Washington
$369K +$1.57K +4 +0.4%
WCA
2264
Westover Capital Advisors
Delaware
$369K +$369K +937 New
ICP
2265
Interchange Capital Partners
Pennsylvania
$366K -$223K -567 -38%
I
2266
INVST
Indiana
$365K -$569K -1,447 -61%
RPCONE
2267
Retirement Planning Company of New England
Rhode Island
$365K +$393 +1 +0.1%
BFW
2268
Brady Family Wealth
Missouri
$364K
CHP
2269
Cable Hill Partners
Oregon
$363K -$48.8K -124 -12%
CGA
2270
Crescent Grove Advisors
Illinois
$363K
PPW
2271
Parcion Private Wealth
Washington
$362K +$14.9K +38 +4%
AIA
2272
Alera Investment Advisors
Illinois
$361K +$29.5K +75 +9%
UBV
2273
United Bank (Virginia)
Virginia
$361K
BWM
2274
Baystate Wealth Management
Massachusetts
$360K +$3.15K +8 +0.9%
CSC
2275
Caldwell Sutter Capital
California
$359K +$42.1K +107 +13%