MA icon

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 %
CC
2451
Courier Capital
New York
$277K
CIAS
2452
CFS Investment Advisory Services
New Jersey
$275K -$14.7K -37 -5%
MWA
2453
Motive Wealth Advisors
Michigan
$275K -$15.4K -39 -5%
BG
2454
Benedetti & Gucer
Georgia
$275K
BCP
2455
Blackhawk Capital Partners
Wisconsin
$275K
PCM
2456
Prelude Capital Management
New York
$274K -$105K -265 -28%
KFA
2457
Kapstone Financial Advisors
Ohio
$274K
MPW
2458
MGO Private Wealth
California
$274K +$274K +692 New
SF
2459
Slagle Financial
Illinois
$274K -$66.1K -167 -19%
CWA
2460
CM Wealth Advisors
Ohio
$274K -$117K -295 -30%
GGI
2461
Godsey & Gibb Inc
Virginia
$274K +$71.3K +180 +35%
HWA
2462
HHM Wealth Advisors
Tennessee
$272K
NCM
2463
Noesis Capital Mangement
Florida
$272K -$30.1K -76 -10%
DA
2464
Drake & Associates
Wisconsin
$272K -$5.15K -13 -2%
EPA
2465
Element Pointe Advisors
Florida
$272K +$30.9K +78 +13%
ZIG
2466
Zullo Investment Group
Pennsylvania
$271K +$3.17K +8 +1%
PFA
2467
Pure Financial Advisors
California
$270K -$3.56K -9 -1%
WCG
2468
Weaver Consulting Group
California
$270K
CSB
2469
City State Bank
Iowa
$270K -$39.6K -100 -13%
BI
2470
Ballast Inc
Kentucky
$269K
CP
2471
Coho Partners
Pennsylvania
$268K -$49.5K -125 -16%
CWA
2472
Canvas Wealth Advisors
Kansas
$266K +$5.38K +14 +2%
MPCG
2473
Matrix Private Capital Group
New York
$264K
FDDB
2474
Fidelity D&D Bancorp
Pennsylvania
$264K +$264K +666 New
LFRG
2475
Lazard Frères Gestion
France
$263K