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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 %
TIA
2426
Tiemann Investment Advisors
California
$287K -$36.4K -92 -11%
KWM
2427
Kaydan Wealth Management
Michigan
$287K
HIG
2428
Heritage Investment Group
Florida
$287K +$85K +215 +42%
VRM
2429
Vectors Research Management
New York
$286K +$12.9K +33 +5%
NF
2430
Nvest Financial
New Hampshire
$286K +$4.75K +12 +2%
JFA
2431
JNBA Financial Advisors
Minnesota
$285K
SC
2432
Saiph Capital
New Jersey
$285K -$4.75K -12 -2%
GCM
2433
Goldstream Capital Management
Hong Kong
$285K +$285K +720 New
CCB
2434
Cutter & Co Brokerage
Missouri
$285K -$2.77K -7 -1%
WFA
2435
Wellspring Financial Advisors
Ohio
$284K +$396 +1 +0.1%
CFO
2436
Callan Family Office
Pennsylvania
$283K -$311K -785 -52%
XWM
2437
Xcel Wealth Management
Florida
$283K
AIA
2438
AIMZ Investment Advisors
California
$283K
CCM
2439
Crew Capital Management
Ohio
$281K -$159K -402 -36%
WTA
2440
Washington Trust Advisors
Massachusetts
$281K -$2.77K -7 -1%
FB
2441
First Bancorp
Maine
$281K -$3.17K -8 -1%
IWN
2442
Independent Wealth Network
Iowa
$280K -$15.4K -39 -5%
RTC
2443
Riverview Trust Company
Washington
$280K
MAG
2444
MRA Advisory Group
New Jersey
$279K +$279K +706 New
HC
2445
Hendley & Co
Ohio
$279K
AFAS
2446
Acorn Financial Advisory Services
Virginia
$278K -$3.17K -8 -1%
HCM
2447
Highview Capital Management
Illinois
$277K -$11.9K -30 -4%
PWA
2448
Phoenix Wealth Advisors
North Carolina
$277K
FTA
2449
Financial & Tax Architects
Missouri
$277K +$277K +700 New
WHG
2450
Westwood Holdings Group
Texas
$277K +$59.3K +150 +27%