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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 %
STC
1201
Sarah T. Connolly
$2.83M -$197K -541 -6%
WCAMG
1202
Woodard & Company Asset Management Group
North Carolina
$2.82M +$99.9K +275 +4%
SAM
1203
Silvercrest Asset Management
New York
$2.8M -$575K -1,581 -17%
GC
1204
Grimes & Company
Massachusetts
$2.79M +$40.7K +112 +1%
Connor, Clark & Lunn Investment Management (CC&L)
1205
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.77M -$277K -763 -9%
GSWM
1206
Greenup Street Wealth Management
Michigan
$2.75M +$843K +2,319 +44%
CAAS
1207
Capital Asset Advisory Services
Michigan
$2.74M +$86.5K +238 +3%
WP
1208
WMS Partners
Maryland
$2.73M -$361K -992 -12%
FFA
1209
Fairfield Financial Advisors
Massachusetts
$2.73M -$359 -1 -0%
SAM
1210
Smithbridge Asset Management
Pennsylvania
$2.73M +$32.7K +90 +1%
BEC
1211
Blue Edge Capital
Virginia
$2.72M
ACS
1212
Archford Capital Strategies
Illinois
$2.69M +$20.7K +57 +0.8%
CWM
1213
Circle Wealth Management
New Jersey
$2.68M -$31.3K -86 -1%
VIP
1214
Vantage Investment Partners
Missouri
$2.67M +$480K +1,321 +22%
BAM
1215
Belpointe Asset Management
Nevada
$2.67M +$55.6K +153 +2%
AFA
1216
Abacus FCF Advisors
Florida
$2.67M +$1.02M +2,796 +61%
MWM
1217
Meridian Wealth Management
Kentucky
$2.66M -$105K -289 -4%
NLGIA
1218
Nippon Life Global Investors Americas
New York
$2.66M -$134K -370 -5%
EBT
1219
Enterprise Bank & Trust
Massachusetts
$2.66M -$25.8K -71 -1%
NHT
1220
New Hampshire Trust
New Hampshire
$2.65M -$163K -449 -6%
CFS
1221
CRA Financial Services
New Jersey
$2.64M -$26.9K -74 -1%
Koshinski Asset Management
1222
Koshinski Asset Management
Illinois
$2.62M +$92.7K +255 +4%
BWP
1223
Balboa Wealth Partners
Arizona
$2.62M -$109K -299 -4%
BEI
1224
Benjamin Edwards Inc
Missouri
$2.62M +$172K +474 +7%
ACM
1225
Alpha Capital Management
Texas
$2.62M