MA icon

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 %
CWA
2651
Clearview Wealth Advisors
Oregon
$29.1K +$364 +1 +1%
CMP
2652
Coston McIsaac & Partners
Maine
$29K
GFL
2653
Granite FO LLC
New Hampshire
$28.9K
FPFS
2654
First Personal Financial Services
North Carolina
$28.3K -$2.91K -8 -9%
BCM
2655
Birch Capital Management
Texas
$27.9K
DAM
2656
Delta Asset Management
Tennessee
$27.6K
RAM
2657
Riggs Asset Management
Pennsylvania
$26.5K
FCG
2658
Financial Connections Group
California
$26K
SIS
2659
Strategic Investment Solutions
Illinois
$25.4K +$25.4K +70 New
SC
2660
Stephens Consulting
Michigan
$25.1K
Parallax Volatility Advisers
2661
Parallax Volatility Advisers
California
$21.8K +$21.8K +60 New
FFL
2662
Financial Freedom LLC
Ohio
$21.1K
DI
2663
Disciplined Investments
Oklahoma
$21.1K +$727 +2 +4%
AW
2664
Avion Wealth
Texas
$21K -$32.5K -96 -61%
SCA
2665
Stuart Chaussee & Associates
California
$19.3K
AIP
2666
Ahrens Investment Partners
Louisiana
$19.3K +$19.3K +53 New
APC
2667
Aspire Private Capital
North Carolina
$18.9K
BC
2668
Belmont Capital
California
$18.9K +$9.09K +25 +93%
KA
2669
Kozak & Associates
Colorado
$18.7K
RCM
2670
Raleigh Capital Management
North Carolina
$18.5K +$18.5K +51 New
EIM
2671
Essex Investment Management
Massachusetts
$18.2K
LWA
2672
Lowe Wealth Advisors
Maryland
$18.2K
HC
2673
Hoese & Co
Minnesota
$17.8K
RF
2674
Robbins Farley
New Hampshire
$16K
PGAM
2675
Princeton Global Asset Management
New Jersey
$16K