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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 %
XF
2276
XML Financial
Maryland
$359K +$84.2K +214 +31%
MPI
2277
Mairs & Power Inc
Minnesota
$358K -$53.1K -135 -13%
SFA
2278
Source Financial Advisors
New York
$358K +$89.6K +228 +33%
GPA
2279
Guerra Pan Advisors
New Jersey
$358K +$14.2K +36 +4%
FI
2280
Financial Insights
Washington
$357K +$59K +150 +20%
EWM
2281
Endowment Wealth Management
Wisconsin
$356K +$16.1K +41 +5%
IW
2282
Imprint Wealth
South Carolina
$356K +$19.1K +48 +6%
FA
2283
Faithward Advisors
Pennsylvania
$354K +$354K +897 New
LD
2284
Lipe & Dalton
New York
$354K
IA
2285
Insight Advisors
Pennsylvania
$354K -$29.1K -74 -8%
GWCM
2286
Godshalk Welsh Capital Management
Pennsylvania
$354K -$19.7K -50 -5%
CC
2287
Constitution Capital
Connecticut
$354K
AO
2288
Advisor OS
Illinois
$350K +$350K +890 New
LSIA
2289
LaSalle St. Investment Advisors
Illinois
$350K -$11K -28 -3%
PCG
2290
Prosperity Consulting Group
Maryland
$350K -$16.1K -41 -4%
JIC
2291
Joel Isaacson & Co
New York
$349K
HCA
2292
Horan Capital Advisors
Ohio
$348K +$6.69K +17 +2%
RFG
2293
Range Financial Group
Oregon
$346K -$59K -150 -15%
CWS
2294
Cypress Wealth Services
California
$342K +$76.4K +190 +29%
GAA
2295
Global Assets Advisory
Florida
$342K -$64.5K -164 -16%
IVP
2296
Intrinsic Value Partners
Arizona
$342K -$1.97K -5 -0.6%
WRPWM
2297
Werba Rubin Papier Wealth Management
California
$342K +$9.83K +25 +3%
PL
2298
Parthenon LLC
Kentucky
$341K
RDWM
2299
Red Door Wealth Management
Tennessee
$341K +$341K +866 New
CA
2300
Calton & Associates
Florida
$340K +$61K +155 +22%