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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 %
SWA
2601
SOA Wealth Advisors
New York
$68K -$2.91K -8 -4%
RI
2602
Ridgewood Investments
New Jersey
$67.4K +$67.4K +186 New
AWM
2603
Accel Wealth Management
Iowa
$67.2K
CFFP
2604
Center for Financial Planning
Michigan
$65.4K
MIFH
2605
Migdal Insurance & Financial Holdings
Israel
$65K +$24.3K +68 +60%
BAM
2606
Baldrige Asset Management
Pennsylvania
$64K
CBT
2607
Central Bank & Trust
Kentucky
$63.2K +$28K +77 +79%
NECFA
2608
New England Capital Financial Advisors
Connecticut
$63K +$5.1K +14 +9%
SFCL
2609
Strengthening Families & Communities LLC
Massachusetts
$62.1K +$2.31K +192 +4%
CBT
2610
CoreFirst Bank & Trust
Kansas
$61.8K
HFS
2611
HBC Financial Services
Washington
$61K
GA
2612
GoalVest Advisory
New York
$60.7K
TIM
2613
Tortoise Investment Management
New York
$60.7K
DWMG
2614
DB Wealth Management Group
California
$60.7K
BSB
2615
Bangor Savings Bank
Maine
$60.3K
BA
2616
Bellwether Advisors
Nebraska
$59.2K -$898K -2,472 -94%
MIA
2617
Milestone Investment Advisors
Wisconsin
$58.9K +$58.9K +162 New
BBPWM
2618
Blue Bell Private Wealth Management
Pennsylvania
$56.7K
MCA
2619
Maryland Capital Advisors
Maryland
$56.3K
ECM
2620
Estabrook Capital Management
New York
$55.6K
CPFP
2621
Clear Perspectives Financial Planning
Ohio
$54.5K
FRA
2622
Front Row Advisors
California
$51K +$4.4K +12 +9%
WSC
2623
Wellington Shields & Co
New York
$50.9K
SWM
2624
Sugarloaf Wealth Management
Georgia
$50.9K
GWSA
2625
Global Wealth Strategies & Associates
Colorado
$49.8K +$23.6K +65 +90%