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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 %
JGIA
2526
Jackson Grant Investment Advisers
Connecticut
$185K +$9.45K +26 +5%
SFG
2527
Steward Financial Group
Texas
$184K +$47.8K +132 +35%
MCI
2528
MRP Capital Investments
Georgia
$182K -$72.7K -200 -29%
ABLA
2529
Alan B. Lancz & Associates
Ohio
$182K
TAIM
2530
TD Ameritrade Investment Management
Nebraska
$177K +$103K +283 +138%
IBOK
2531
Independence Bank of Kentucky
Kentucky
$175K -$9.09K -25 -5%
POIA
2532
Pin Oak Investment Advisors
Texas
$173K +$45.2K +124 +35%
AIM
2533
Arcadia Investment Management
Michigan
$172K
CAC
2534
Core Alternative Capital
Georgia
$171K +$11.6K +32 +7%
EWM
2535
Endurance Wealth Management
Rhode Island
$169K
BIA
2536
Bell Investment Advisors
California
$168K +$2.18K +6 +1%
CNBTD
2537
Citizens National Bank Trust Department
Mississippi
$165K
WPA
2538
West Paces Advisors
Georgia
$164K +$6.91K +19 +4%
T
2539
TOBAM
France
$163K +$137K +377 +524%
MWM
2540
Mascoma Wealth Management
New Hampshire
$163K -$19.4K -51 -11%
TFA
2541
Transamerica Financial Advisors
Florida
$162K -$138K -379 -46%
M
2542
MOTCO
Texas
$160K
OA
2543
Operose Advisors
Wisconsin
$158K -$86.1K -237 -35%
GC
2544
Garde Capital
Washington
$158K
KFS
2545
Kelly Financial Services
Massachusetts
$157K -$11.3K -31 -7%
LWP
2546
Lumature Wealth Partners
Georgia
$153K -$1.45K -4 -0.9%
WWP
2547
WR Wealth Planners
Missouri
$152K +$151K +416 +20,800%
PH
2548
Pinnacle Holdings
Oklahoma
$152K +$6.18K +17 +4%
TSW
2549
Thompson Siegel & Walmsley
Virginia
$151K -$1.46K -4 -1%
WWM
2550
Wolff Wiese Magana
California
$151K