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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 %
DWM
2401
Denver Wealth Management
Colorado
$287K -$11.4K -29 -4%
FCA
2402
FinTrust Capital Advisors
South Carolina
$287K
HCM
2403
Highview Capital Management
Illinois
$287K
SWA
2404
Sutton Wealth Advisors
Florida
$287K +$34.2K +87 +14%
CCB
2405
Cutter & Co Brokerage
Missouri
$286K +$54.7K +139 +24%
KWM
2406
Kaydan Wealth Management
Michigan
$285K -$9.83K -25 -3%
JFA
2407
JNBA Financial Advisors
Minnesota
$284K
DWMS
2408
Dominguez Wealth Management Solutions
Virginia
$283K +$393 +1 +0.1%
ML
2409
McAdam LLC
Pennsylvania
$283K +$283K +719 New
SFG
2410
SNS Financial Group
Minnesota
$282K -$12.6K -32 -4%
WFA
2411
Wellspring Financial Advisors
Ohio
$282K
FB
2412
First Bancorp
Maine
$282K
WTA
2413
Washington Trust Advisors
Massachusetts
$282K -$18.5K -47 -6%
DWM
2414
Darwin Wealth Management
Florida
$281K +$281K +706 New
XWM
2415
Xcel Wealth Management
Florida
$281K
AIA
2416
AIMZ Investment Advisors
California
$281K
AFG
2417
ABLE Financial Group
Arizona
$280K +$280K +712 New
CF
2418
Clarity Financial
Texas
$280K +$280K +712 New
AFAS
2419
Acorn Financial Advisory Services
Virginia
$280K +$393 +1 +0.1%
NF
2420
Nvest Financial
New Hampshire
$279K +$279K +709 New
OWA
2421
Outlook Wealth Advisors
Texas
$278K -$10.6K -27 -4%
PWM
2422
PBMares Wealth Management
Virginia
$278K -$7.87K -20 -3%
BWA
2423
Beam Wealth Advisors
Louisiana
$278K +$278K +706 New
RTC
2424
Riverview Trust Company
Washington
$278K
HC
2425
Hendley & Co
Ohio
$277K