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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 %
NPF
2776
Norris Perne & French
Michigan
-$203K -583 Closed
PFM
2777
Patton Fund Management
Texas
-$202K -582 Closed
BWM
2778
BlackDiamond Wealth Management
New York
-$216K -581 Closed
RDWM
2779
Red Door Wealth Management
Tennessee
-$201K -579 Closed
GMA
2780
Glassy Mountain Advisors
Maryland
-$196K -565 Closed
DWM
2781
Darwin Wealth Management
Florida
-$211K -563 Closed
MAG
2782
Mayfair Advisory Group
Alabama
-$200K -540 Closed
FA
2783
Fiduciary Alliance
South Carolina
-$187K -537 Closed
MA
2784
MKT Advisors
California
-$200K -530 Closed
RFM
2785
Royal Fund Management
Florida
-$184K -528 Closed
SC
2786
Seldon Capital
California
-$158K -454 Closed
BHWM
2787
Beaird Harris Wealth Management
Texas
-$129K -371 Closed
CASC
2788
Coppell Advisory Solutions Corp
Texas
-$106K -304 Closed
CAS
2789
Coppell Advisory Solutions
Texas
-$106K -304 Closed
RBC
2790
Romano Brothers & Co
Illinois
-$104K -299 Closed
FIM
2791
FWL Investment Management
Texas
-$97.4K -280 Closed
RWMH
2792
Riverpoint Wealth Management Holdings
Illinois
-$80.3K -231 Closed
MWM
2793
MinichMacGregor Wealth Management
New York
-$70.6K -203 Closed
WI
2794
WJ Interests
Texas
-$52.2K -150 Closed
Q
2795
QVR
California
-$50.8K -146 Closed
OCM
2796
Osterweis Capital Management
California
-$42.1K -121 Closed
MPCL
2797
My Personal CFO LLC
Washington
-$29.2K -84 Closed
EE
2798
EWG Elevate
California
-$27.5K -79 Closed
CA
2799
Corrado Advisors
New Jersey
-$22.6K -65 Closed
FWA
2800
Freedom Wealth Alliance
Wisconsin
-$19.8K -57 Closed