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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 %
EARNEST Partners
2551
EARNEST Partners
Georgia
$150K
MS
2552
Mizuho Securities
Japan
$149K -$498K -1,370 -77%
PCFFS
2553
Pacific Center for Financial Services
California
$147K +$147K +405 New
PO
2554
Private Ocean
California
$146K -$33.4K -92 -19%
AAG
2555
Armstrong Advisory Group
Massachusetts
$145K
OBWP
2556
O'Brien Wealth Partners
Massachusetts
$145K -$2.91K -8 -2%
HDIM
2557
Hanson & Doremus Investment Management
Vermont
$141K
RBC
2558
Roble Belko & Company
Pennsylvania
$139K
JWA
2559
JFS Wealth Advisors
Pennsylvania
$138K -$2.54K -7 -2%
CFD
2560
Creative Financial Designs
Indiana
$138K -$4.36K -12 -3%
PFA
2561
Pathway Financial Advisers
Indiana
$138K +$10.6K +29 +8%
BCM
2562
Blume Capital Management
California
$132K
CCA
2563
Column Capital Advisors
Indiana
$132K -$2.55K -7 -2%
CC
2564
Cypress Capital
Tennessee
$127K -$267K -735 -68%
GGI
2565
Godsey & Gibb Inc
Virginia
$127K +$54.5K +150 +75%
BAM
2566
Bellevue Asset Management
Washington
$127K
RA
2567
Rise Advisors
New York
$125K +$727 +2 +0.6%
PCA
2568
Providence Capital Advisors
North Carolina
$123K +$57.4K +158 +88%
GEA
2569
Glen Eagle Advisors
New Jersey
$122K +$13.4K +37 +12%
IAS
2570
IMA Advisory Services
Colorado
$122K
VNA
2571
Valley National Advisers
Pennsylvania
$119K +$3.39K +9 +3%
CAM
2572
Cacti Asset Management
Georgia
$109K
CCP
2573
Carmel Capital Partners
California
$106K +$106K +291 New
AWM
2574
Abound Wealth Management
Tennessee
$106K +$19.2K +53 +22%
FNBOSM
2575
First National Bank of South Miami
Florida
$103K