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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 %
CFA
2301
Capstone Financial Advisors
Illinois
$340K -$3.54K -9 -1%
CWM
2302
Campbell Wealth Management
Virginia
$339K -$31.5K -80 -8%
BCAM
2303
Boston Common Asset Management
Massachusetts
$339K
LWM
2304
Liberty Wealth Management
California
$339K -$27.9K -71 -8%
TPM
2305
Triasima Portfolio Management
Quebec, Canada
$338K +$338K +650 New
HCA
2306
Heck Capital Advisors
Wisconsin
$338K
LA
2307
Lakeside Advisors
Washington
$338K
SF
2308
Slagle Financial
Illinois
$338K +$338K +858 New
HCP
2309
Hexagon Capital Partners
Arkansas
$337K -$13.8K -35 -4%
SCA
2310
Stonebridge Capital Advisors
Minnesota
$337K
WC
2311
Woodstock Corp
Massachusetts
$335K -$2.36K -6 -0.7%
VHAM
2312
Van Hulzen Asset Management
California
$335K +$335K +853 New
LFA
2313
Landmark Financial Advisors
Kentucky
$333K +$45.2K +115 +16%
PFWA
2314
Paces Ferry Wealth Advisors
Georgia
$332K +$4.72K +12 +1%
DIP
2315
DT Investment Partners
Pennsylvania
$330K
OFS
2316
Oldfather Financial Services
Nebraska
$329K
SPWG
2317
Sage Private Wealth Group
Illinois
$328K -$11K -28 -3%
OR
2318
Olympiad Research
Connecticut
$328K +$23.2K +59 +8%
GWM
2319
GDS Wealth Management
Texas
$326K +$1.57K +4 +0.5%
TPWA
2320
TRUE Private Wealth Advisors
Oregon
$326K -$1.97K -5 -0.6%
MF
2321
Montis Financial
Massachusetts
$326K
AWP
2322
Atlas Wealth Partners
Pennsylvania
$326K
CA
2323
CoreCap Advisors
Michigan
$324K +$324K +825 New
JWM
2324
Janiczek Wealth Management
Colorado
$324K +$35K +89 +12%
TA
2325
Trellis Advisors
Washington
$324K +$1.97K +5 +0.6%