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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 %
FA
2351
Fortis Advisors
Pennsylvania
$310K -$98.3K -250 -24%
CCT
2352
Chemung Canal Trust
New York
$310K
AAM
2353
Aureus Asset Management
Massachusetts
$310K +$310K +788 New
VAM
2354
Verity Asset Management
North Carolina
$310K -$14.6K -37 -4%
MSFP
2355
Mark Sheptoff Financial Planning
Connecticut
$309K
APW
2356
Acima Private Wealth
Virginia
$308K
CSB
2357
City State Bank
Iowa
$308K
HG
2358
Harbor Group
New Hampshire
$307K +$39.3K +100 +15%
AIA
2359
Angeles Investment Advisors
California
$307K +$307K +781 New
SPP
2360
Single Point Partners
Massachusetts
$306K -$393 -1 -0.1%
UW
2361
Unique Wealth
Florida
$305K +$63.7K +162 +26%
CCWM
2362
Cassaday & Co Wealth Management
Virginia
$305K -$18.5K -47 -6%
WOSD
2363
WFA of San Diego
California
$305K
ATC
2364
Adirondack Trust Company
New York
$305K +$5.13K +13 +2%
NIC
2365
Northwest Investment Counselors
Oregon
$304K
CFM
2366
Capricorn Fund Managers
United Kingdom
$304K -$316K -803 -51%
CASB
2367
Cape Ann Savings Bank
Massachusetts
$303K +$303K +771 New
AWC
2368
Abundance Wealth Counselors
Pennsylvania
$303K -$7.08K -18 -2%
MWC
2369
MBM Wealth Consultants
Missouri
$303K -$82.5K -206 -21%
WCA
2370
Waratah Capital Advisors
Ontario, Canada
$301K -$949K -2,412 -76%
EBA
2371
Eagle Bay Advisors
New York
$301K -$25.6K -65 -8%
NCM
2372
Noesis Capital Mangement
Florida
$300K -$19.3K -49 -6%
AC
2373
ASB Consultores
Florida
$300K -$177K -451 -37%
BMC
2374
Benin Management Corp
Connecticut
$299K
DA
2375
DSC Advisors
Illinois
$299K +$53.9K +137 +22%