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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 %
LGG
2426
Luts & Greenleigh Group
Maryland
$277K -$70K -178 -20%
CYG
2427
Clean Yield Group
Vermont
$276K
WF
2428
Wayfinding Financial
Washington
$276K +$5.49K +14 +2%
DA
2429
Drake & Associates
Wisconsin
$275K -$9.44K -24 -3%
PWA
2430
Phoenix Wealth Advisors
North Carolina
$275K
VRM
2431
Vectors Research Management
New York
$275K +$3.93K +10 +1%
CC
2432
Courier Capital
New York
$275K +$275K +699 New
KFA
2433
Kapstone Financial Advisors
Ohio
$275K -$19.9K -50 -7%
RGC
2434
Roberts, Glore & Co
Illinois
$275K
CWA
2435
Canvas Wealth Advisors
Kansas
$274K -$51.8K -128 -16%
ODG
2436
O'Dell Group
Ohio
$274K +$274K +695 New
BG
2437
Benedetti & Gucer
Georgia
$273K
BCP
2438
Blackhawk Capital Partners
Wisconsin
$273K +$21.6K +55 +9%
PFA
2439
Pure Financial Advisors
California
$272K -$3.54K -9 -1%
WSWA
2440
Warren Street Wealth Advisors
California
$272K +$24.4K +62 +10%
HWA
2441
HHM Wealth Advisors
Tennessee
$271K
1WM
2442
1900 Wealth Management
Texas
$270K +$27.1K +69 +11%
FG
2443
Foster Group
Iowa
$270K +$7.87K +20 +3%
WCG
2444
Weaver Consulting Group
California
$268K +$393 +1 +0.1%
CIM
2445
Chiron Investment Management
New York
$268K +$268K +682 New
BI
2446
Ballast Inc
Kentucky
$267K
ZIG
2447
Zullo Investment Group
Pennsylvania
$266K +$15K +38 +6%
WI
2448
Wintrust Investments
Illinois
$264K +$264K +672 New
KWA
2449
KCS Wealth Advisory
California
$264K
GCA
2450
Genesee Capital Advisors
New York
$263K +$393 +1 +0.1%