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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 %
CWS
2351
Cypress Wealth Services
California
$333K -$4.36K -11 -1%
KSWA
2352
Kathleen S. Wright Associates
Pennsylvania
$331K +$313K +800 +1,739%
OFS
2353
Oldfather Financial Services
Nebraska
$329K -$1.98K -5 -0.6%
DIP
2354
DT Investment Partners
Pennsylvania
$329K
LFG
2355
Lockerman Financial Group
California
$329K +$9.5K +24 +3%
WAS
2356
WESPAC Advisors SoCal
California
$327K +$327K +827 New
TA
2357
Trellis Advisors
Washington
$327K +$792 +2 +0.2%
OAM
2358
Oberweis Asset Management
Illinois
$327K -$47.5K -120 -13%
CCWM
2359
Cassaday & Co Wealth Management
Virginia
$326K +$19.4K +49 +6%
WDC
2360
Woodward Diversified Capital
California
$326K
FC
2361
Financial Council
Maryland
$325K
TS
2362
Tamar Securities
California
$324K +$3.17K +8 +1%
PCOC
2363
Power Corp of Canada
Canada
$323K
CLOS
2364
Compagnie Lombard Odier SCmA
Switzerland
$323K +$5.94K +15 +2%
EWM
2365
Endowment Wealth Management
Wisconsin
$322K -$36.4K -92 -10%
GAG
2366
Goodman Advisory Group
Massachusetts
$321K
SIC
2367
Sigma Investment Counselors
Michigan
$320K
MPIA
2368
Mountain Pacific Investment Advisers
Idaho
$319K
JCM
2369
Janney Capital Management
Pennsylvania
$318K +$21.8K +55 +7%
GFA
2370
Gallagher Fiduciary Advisors
Illinois
$318K -$290K -732 -48%
CFA
2371
Capstone Financial Advisors
Illinois
$317K -$24.5K -62 -7%
GC
2372
Gratus Capital
Georgia
$317K +$317K +801 New
TFA
2373
Triad Financial Advisors
North Carolina
$317K +$396 +1 +0.1%
IBOK
2374
Independence Bank of Kentucky
Kentucky
$317K +$107K +270 +51%
DCM
2375
Deuterium Capital Management
Florida
$317K -$391K -988 -55%