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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 %
MPCG
2451
Matrix Private Capital Group
New York
$263K -$3.93K -10 -1%
MWP
2452
Meridian Wealth Partners
Pennsylvania
$262K +$12.6K +32 +5%
FL
2453
Fort LP
Maryland
$260K -$108K -274 -29%
TBC
2454
Ted Buchan & Co
California
$260K
GFPC
2455
Global Financial Private Client
Florida
$259K
TCWA
2456
Ten Capital Wealth Advisors
Washington
$259K +$212K +539 +449%
APW
2457
Austin Private Wealth
Texas
$259K +$6.29K +16 +2%
AF
2458
Alerus Financial
North Dakota
$258K -$91.6K -233 -26%
NFG
2459
Nadler Financial Group
Illinois
$258K
CAS
2460
CTC Alternative Strategies
Illinois
$256K +$256K +650 New
OHWP
2461
Oak Harbor Wealth Partners
North Carolina
$255K
LFRG
2462
Lazard Frères Gestion
France
$255K -$108K -280 -30%
EA
2463
Echo45 Advisors
California
$255K +$7.47K +19 +3%
HI
2464
Humankind Investments
New York
$254K +$254K +647 New
DFCM
2465
Dark Forest Capital Management
Puerto Rico
$254K +$254K +647 New
GSIAS
2466
Garden State Investment Advisory Services
New Jersey
$254K -$11.8K -30 -4%
CWM
2467
Chicago Wealth Management
Illinois
$253K -$29.5K -75 -10%
CICI
2468
Capital Investment Counsel Inc
North Carolina
$253K +$11.8K +30 +5%
WWM
2469
Wagner Wealth Management
South Carolina
$252K -$10.6K -27 -4%
AFP
2470
Alpha Financial Partners
Kentucky
$251K -$26.3K -67 -9%
PWM
2471
Paulson Wealth Management
Illinois
$250K +$250K +636 New
BT
2472
Brandywine Trust
Delaware
$250K +$250K +635 New
FBB
2473
Fulton Breakefield Broenniman
Maryland
$249K +$4.72K +12 +2%
WIC
2474
WealthBridge Investment Counsel
Alberta, Canada
$249K
POIA
2475
Pin Oak Investment Advisors
Texas
$249K +$62.2K +158 +33%