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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 %
CMS
2751
Capital Market Strategies
Florida
-$492K -1,414 Closed
HI
2752
Harper Investing
California
-$481K -1,384 Closed
IIM
2753
InTrack Investment Management
Vermont
-$439K -1,263 Closed
VCM
2754
Vivaldi Capital Management
Illinois
-$460K -1,240 Closed
BWM
2755
BCS Wealth Management
Tennessee
-$383K -1,101 Closed
CWM
2756
CCG Wealth Management
California
-$353K -1,015 Closed
TC
2757
TwinBeech Capital
New York
-$331K -952 Closed
VPP
2758
Vertex Planning Partners
Illinois
-$323K -928 Closed
FPWM
2759
FSB Premier Wealth Management
Iowa
-$284K -818 Closed
DFCM
2760
Dark Forest Capital Management
Puerto Rico
-$258K -743 Closed
CF
2761
Clarity Financial
Texas
-$258K -742 Closed
Belvedere Trading
2762
Belvedere Trading
Illinois
-$251K -721 Closed
MSR
2763
Main Street Research
Connecticut
-$243K -699 Closed
ONSWM
2764
Old North State Wealth Management
North Carolina
-$243K -697 Closed
GKWIM
2765
Gerber Kawasaki Wealth & Investment Management
California
-$229K -657 Closed
CWM
2766
Cherrydale Wealth Management
New Jersey
-$220K -633 Closed
PD
2767
Planning Directions
Pennsylvania
-$216K -622 Closed
CHA
2768
Cooper/Haims Advisors
New York
-$215K -617 Closed
CWM
2769
Castle Wealth Management
Florida
-$213K -612 Closed
SP
2770
Successful Portfolios
Florida
-$212K -611 Closed
WB
2771
West Bancorporation
Iowa
-$212K -609 Closed
LPAM
2772
Lodestar Private Asset Management
California
-$211K -606 Closed
FZCM
2773
Flynn Zito Capital Management
New York
-$210K -603 Closed
SIAG
2774
Safeguard Investment Advisory Group
California
-$207K -596 Closed
FA
2775
Fountainhead AM
New Jersey
-$204K -586 Closed