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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 %
SC
2626
Schubert & Co
Texas
$49.4K +$727 +2 +1%
RG
2627
Retirement Group
California
$48K +$4.36K +12 +10%
EWP
2628
Elevation Wealth Partners
California
$47.6K +$47.6K +131 New
HI
2629
Hoey Investments
Pennsylvania
$46.5K -$10.2K -28 -18%
WAM
2630
WFA Asset Management
Wisconsin
$46.2K
FCT
2631
First Community Trust
Iowa
$46.2K
GFWA
2632
Grey Fox Wealth Advisors
Delaware
$45.4K +$2.91K +8 +7%
TCWA
2633
Ten Capital Wealth Advisors
Washington
$43.6K +$41.1K +113 +1,614%
RWM
2634
Ruedi Wealth Management
Illinois
$42.5K
RFG
2635
RFP Financial Group
Georgia
$40.7K
QL
2636
Quarry LP
New York
$40K +$40K +110 New
IRC
2637
Investors Research Corp
Georgia
$38.9K
TF
2638
TimeScale Financial
Massachusetts
$38.5K
AWM
2639
AllSquare Wealth Management
New York
$37.4K
JAM
2640
JCIC Asset Management
Ontario, Canada
$36.3K
LFA
2641
Legend Financial Advisors
Pennsylvania
$36.3K
AA
2642
AlphaMark Advisors
Kentucky
$36K
SA
2643
SRH Advisors
Kansas
$36K
SIC
2644
SJS Investment Consulting
Ohio
$32.7K +$3.27K +9 +11%
GIS
2645
Grayhawk Investment Strategies
Alberta, Canada
$32K -$3.16M -6,411 -99%
SN
2646
Sittner & Nelson
Oregon
$31.6K
FSWA
2647
Financial Synergies Wealth Advisors
Texas
$30.8K +$1.09K +3 +4%
FWM
2648
Focused Wealth Management
New York
$30K -$723 -2 -2%
UIA
2649
Ulland Investment Advisors
Minnesota
$30K
CCMI
2650
Creative Capital Management Investments
California
$29.8K +$29.8K +82 New