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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 %
HCA
2326
Horan Capital Advisors
Ohio
$350K
WRPWM
2327
Werba Rubin Papier Wealth Management
California
$344K
LSIA
2328
LaSalle St. Investment Advisors
Illinois
$344K -$8.31K -21 -2%
RFG
2329
Range Financial Group
Oregon
$344K -$5.15K -13 -1%
PL
2330
Parthenon LLC
Kentucky
$344K
SPWG
2331
Sage Private Wealth Group
Illinois
$344K +$12.7K +32 +4%
HA
2332
Hamel Associates
New Jersey
$342K +$19.8K +50 +6%
GKWIM
2333
Gerber Kawasaki Wealth & Investment Management
California
$342K +$342K +864 New
HCA
2334
Heck Capital Advisors
Wisconsin
$340K
LA
2335
Lakeside Advisors
Washington
$340K
NPF
2336
Norris Perne & French
Michigan
$340K +$125K +315 +58%
LWM
2337
Liberty Wealth Management
California
$339K -$1.58K -4 -0.5%
SCA
2338
Stonebridge Capital Advisors
Minnesota
$339K
WC
2339
Woodstock Corp
Massachusetts
$338K
FI
2340
Financial Insights
Washington
$338K -$4.14K -11 -1%
WPC
2341
Waters Parkerson & Co
Louisiana
$337K -$36.5K -92 -10%
IVP
2342
Intrinsic Value Partners
Arizona
$337K -$7.52K -19 -2%
IA
2343
Insight Advisors
Pennsylvania
$337K -$19.8K -50 -6%
MF
2344
Montis Financial
Massachusetts
$335K +$7.13K +18 +2%
RCG
2345
Rock Creek Group
District of Columbia
$335K -$150K -378 -31%
OWA
2346
Outlook Wealth Advisors
Texas
$334K +$54.2K +137 +19%
AFG
2347
Albion Financial Group
Utah
$334K -$119K -300 -26%
FMI
2348
F/M Investments
District of Columbia
$334K +$11.5K +29 +4%
HCP
2349
Hexagon Capital Partners
Arkansas
$333K -$5.94K -15 -2%
CCT
2350
Chemung Canal Trust
New York
$333K +$20.6K +52 +7%