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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 %
JRP
1101
Jasper Ridge Partners
California
$3.59M
CCG
1102
Cloverfields Capital Group
Minnesota
$3.58M +$721K +1,983 +25%
AWA
1103
Arkadios Wealth Advisors
Georgia
$3.56M +$488K +1,344 +16%
TAM
1104
Trust Asset Management
Texas
$3.56M +$19.3K +53 +0.5%
NCGI
1105
Next Century Growth Investors
Minnesota
$3.55M -$81.8K -225 -2%
BBNA
1106
Bremer Bank National Association
Minnesota
$3.54M -$193K -532 -5%
SFFS
1107
Stonehage Fleming Financial Services
Jersey
$3.53M -$369K -1,028 -9%
LHC
1108
Little House Capital
Massachusetts
$3.52M +$187K +514 +6%
WWM
1109
Western Wealth Management
Colorado
$3.51M -$62.9K -173 -2%
TFS
1110
Thoroughbred Financial Services
Tennessee
$3.5M -$102K -282 -3%
LS
1111
Leelyn Smith
Illinois
$3.5M +$186K +513 +6%
OMC
1112
Overbrook Management Corp
New York
$3.49M -$78.1K -215 -2%
DAS
1113
Dynamic Advisor Solutions
Arizona
$3.49M +$1.9M +5,216 +119%
CAM
1114
Centre Asset Management
New York
$3.47M +$56.7K +156 +2%
BCM
1115
Brown Capital Management
Maryland
$3.47M -$3.63K -10 -0.1%
BWA
1116
BDO Wealth Advisors
Florida
$3.47M -$13.1K -36 -0.4%
ADL
1117
Asset Dedication LLC
California
$3.46M +$122K +335 +4%
GIA
1118
Gladstone Institutional Advisory
Florida
$3.46M -$145K -398 -4%
QI
1119
Qtron Investments
Massachusetts
$3.45M +$65.1K +179 +2%
EFI
1120
EHP Funds Inc
Canada
$3.45M +$1.41M +3,870 +69%
LNC
1121
Lincoln National Corp
Pennsylvania
$3.43M -$1.78M -4,911 -34%
PCA
1122
Peddock Capital Advisors
Massachusetts
$3.42M +$72.3K +199 +2%
EWM
1123
Executive Wealth Management
Michigan
$3.42M -$334K -918 -9%
WCM
1124
Weik Capital Management
Pennsylvania
$3.42M -$90.9K -250 -3%
MCA
1125
Martin Capital Advisors
Texas
$3.4M -$3.63K -10 -0.1%