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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 %
CQS
951
Credential Qtrade Securities
$5.15M -$86.9K -239 -2%
EAM
952
Eukles Asset Management
Ohio
$5.13M -$3.63K -10 -0.1%
CW
953
CreativeOne Wealth
Kansas
$5.13M -$323K -890 -6%
HI
954
Horizon Investments
North Carolina
$5.11M -$689K -1,900 -12%
GL
955
Graypoint LLC
New York
$5.11M -$597K -1,644 -10%
DRD
956
Dennis R. Delaney
$5.11M +$50.5K +139 +1%
WIM
957
WealthPlan Investment Management
Nebraska
$5.11M -$3.89M -10,702 -43%
ACM
958
Alcosta Capital Management
California
$5.1M -$660K -1,816 -11%
TF
959
Talbot Financial
Washington
$5.09M +$158K +435 +3%
CHAM
960
Clear Harbor Asset Management
Connecticut
$5.09M +$5.09M +14,003 New
UHC
961
Union Heritage Capital
Michigan
$5.09M -$654K -1,800 -11%
HCM
962
Huber Capital Management
California
$5.06M +$363K +1,000 +8%
PTC
963
Private Trust Company
Ohio
$5.03M +$404K +1,113 +9%
AWM
964
Avior Wealth Management
Nebraska
$5.01M -$200K -551 -4%
BP
965
Ballentine Partners
Massachusetts
$4.96M +$311K +857 +7%
CAM
966
Carret Asset Management
New York
$4.96M -$65.4K -180 -1%
PIA
967
Petredis Investment Advisors
Pennsylvania
$4.93M +$75.6K +208 +2%
CG
968
CFO4Life Group
Texas
$4.91M -$39.3K -108 -0.8%
RPC
969
Rossmore Private Capital
Connecticut
$4.91M +$285K +785 +6%
PNAA
970
Pictet North America Advisors
Switzerland
$4.9M -$109K -301 -2%
GCM
971
Greenland Capital Management
New York
$4.9M +$4.9M +13,488 New
DWM
972
Dakota Wealth Management
Florida
$4.88M +$308K +847 +7%
FMWA
973
Forvis Mazars Wealth Advisors
Missouri
$4.88M +$54.9K +151 +1%
BOSSRA
974
B.O.S.S. Retirement Advisors
Utah
$4.86M -$110K -303 -2%
IRAG
975
Investment Research & Advisory Group
Georgia
$4.84M -$21.4K -59 -0.4%