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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 %
BWA
2401
Beam Wealth Advisors
Louisiana
$301K +$21.4K +54 +8%
MWC
2402
MBM Wealth Consultants
Missouri
$301K
BMC
2403
Benin Management Corp
Connecticut
$301K
CF
2404
Clarity Financial
Texas
$301K +$19K +48 +7%
PWM
2405
PBMares Wealth Management
Virginia
$301K +$21K +53 +7%
JWA
2406
JFS Wealth Advisors
Pennsylvania
$300K +$157K +398 +110%
GIP
2407
Greatmark Investment Partners
Georgia
$300K
FCMT
2408
Founders Capital Management (Texas)
Texas
$299K +$5.94K +15 +2%
ECM
2409
Elgethun Capital Management
South Dakota
$298K
MIM
2410
Merrion Investment Management
New Jersey
$297K
MAC
2411
Mason & Associates (California)
California
$296K
SFG
2412
SNS Financial Group
Minnesota
$296K +$11.5K +29 +4%
MS
2413
Madden Securities
Texas
$294K
DA
2414
DSC Advisors
Illinois
$293K -$7.13K -18 -2%
DFA
2415
DHJJ Financial Advisors
Illinois
$292K -$5.94K -15 -2%
DWM
2416
Darwin Wealth Management
Florida
$291K +$11.9K +30 +4%
CCA
2417
Covey Capital Advisors
Georgia
$291K
BCM
2418
Bienville Capital Management
New York
$291K
MF
2419
Manchester Financial
California
$289K -$3.96K -10 -1%
PGWM
2420
Pitti Group Wealth Management
New York
$289K
DWMS
2421
Dominguez Wealth Management Solutions
Virginia
$289K +$4.36K +11 +2%
BDF
2422
Black Diamond Financial
Maryland
$288K +$49.5K +125 +21%
DWM
2423
Denver Wealth Management
Colorado
$288K -$1.58K -4 -0.5%
ML
2424
McAdam LLC
Pennsylvania
$287K +$2.38K +6 +0.8%
KCM
2425
Kanawha Capital Management
Virginia
$287K -$7.53K -19 -3%