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Mastercard

2,714 hedge funds and large institutions have $263B invested in Mastercard in 2023 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 1,001 increasing their positions, 1,142 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,714
Holders Change
+22
Holders Change %
+0.82%
% of All Funds
43.44%
Holding in Top 10
316
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-9.97%
% of All Funds
5.06%
New
172
Increased
1,001
Reduced
1,142
Closed
93
Calls
$3.45B
Puts
$3B
Net Calls
+$453M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Shares
Change %
H
2476
HoyleCohen
California
$222K
MG
2477
Meritage Group
California
$222K -$26.8K -74 -11%
RWA
2478
Rooted Wealth Advisors
Illinois
$222K +$4.84K +13 +2%
CBA
2479
Coastal Bridge Advisors
Connecticut
$221K
EPA
2480
Element Pointe Advisors
Florida
$221K
FMP
2481
Financial Management Professionals
Texas
$220K +$135K +370 +157%
FFBTD
2482
First Financial Bank - Trust Division
Ohio
$219K +$219K +603 New
MWP
2483
Meredith Wealth Planning
Illinois
$219K -$12.4K -34 -5%
FFW
2484
Fusion Family Wealth
New York
$219K
AAM
2485
American Asset Management
Florida
$218K
TBA
2486
Tower Bridge Advisors
Pennsylvania
$218K -$41.4K -114 -16%
TCM
2487
Traynor Capital Management
Pennsylvania
$218K +$5.45K +15 +3%
BWM
2488
Baron Wealth Management
Michigan
$217K -$1.82K -5 -0.8%
BC
2489
Barrett & Company
Rhode Island
$216K
CAM
2490
Crestone Asset Management
Colorado
$216K +$216K +595 New
1WM
2491
1900 Wealth Management
Texas
$215K
MKA
2492
M. Kulyk & Associates
Georgia
$214K
CCB
2493
Cutter & Co Brokerage
Missouri
$213K
CL
2494
COWA LLC
Oklahoma
$213K +$213K +585 New
GSIS
2495
Global Strategic Investment Solutions
Arizona
$212K
LRIA
2496
Leonard Rickey Investment Advisors
Washington
$211K -$40.4K -111 -16%
KIA
2497
KLR Investment Advisors
Rhode Island
$210K +$363 +1 +0.2%
BCP
2498
Berkeley Capital Partners
Georgia
$210K +$210K +578 New
GHAM
2499
Gilman Hill Asset Management
Connecticut
$209K -$17.1K -47 -8%
CPC
2500
Cookson Peirce & Co
Pennsylvania
$209K +$209K +575 New