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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 %
KMWM
2301
Keudell/Morrison Wealth Management
Oregon
$376K -$24.9K -63 -6%
TAM
2302
Townsend Asset Management
North Carolina
$376K +$396 +1 +0.1%
I
2303
INVST
Indiana
$375K +$7.92K +20 +2%
UBV
2304
United Bank (Virginia)
Virginia
$374K +$10.7K +27 +3%
OWM
2305
Orgel Wealth Management
Wisconsin
$373K +$56.2K +142 +18%
FH
2306
FWG Holdings
Florida
$372K +$82.5K +211 +29%
VP
2307
Verum Partners
North Carolina
$371K +$371K +938 New
BFW
2308
Brady Family Wealth
Missouri
$366K
GAA
2309
Global Assets Advisory
Florida
$364K +$19.4K +49 +6%
SFA
2310
Source Financial Advisors
New York
$364K +$3.17K +8 +0.9%
KA
2311
Kure Advisory
Minnesota
$362K +$362K +915 New
CSC
2312
Caldwell Sutter Capital
California
$361K
AWG
2313
Altus Wealth Group
Colorado
$359K -$43.2K -109 -11%
SAM
2314
Strategy Asset Managers
California
$359K +$59.4K +150 +20%
AIA
2315
Alera Investment Advisors
Illinois
$358K -$5.94K -15 -2%
WCA
2316
Westover Capital Advisors
Delaware
$358K -$13.1K -33 -4%
BWP
2317
Baldwin Wealth Partners
Massachusetts
$358K -$323K -816 -47%
MPI
2318
Mairs & Power Inc
Minnesota
$357K -$3.96K -10 -1%
GWCM
2319
Godshalk Welsh Capital Management
Pennsylvania
$356K
CC
2320
Constitution Capital
Connecticut
$356K
LD
2321
Lipe & Dalton
New York
$356K
LFA
2322
Landmark Financial Advisors
Kentucky
$355K +$19.8K +50 +6%
OWA
2323
Opal Wealth Advisors
New York
$353K -$26.5K -67 -7%
FA
2324
Fiduciary Alliance
South Carolina
$352K +$30.5K +77 +9%
PFWA
2325
Paces Ferry Wealth Advisors
Georgia
$352K +$18.6K +47 +6%