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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 %
OIA
1276
OneDigital Investment Advisors
Kansas
$2.31M +$436K +1,201 +23%
KJHP
1277
K.J. Harrison & Partners
Ontario, Canada
$2.3M
GAM
1278
Garrison Asset Management
Arkansas
$2.3M +$137K +377 +6%
JIP
1279
Jaffetilchin Investment Partners
Florida
$2.3M +$209K +575 +10%
BTW
1280
Boston Trust Walden
Massachusetts
$2.3M -$27.3K -75 -1%
WG
1281
Winton Group
United Kingdom
$2.29M +$1.61M +4,417 +235%
FM
1282
Family Management
New York
$2.29M +$2.29M +6,295 New
TA
1283
Tiedemann Advisors
New York
$2.29M
HBW
1284
Hazlett, Burt & Watson
West Virginia
$2.28M
GRP
1285
Global Retirement Partners
California
$2.27M +$245K +653 +12%
AT
1286
Avalon Trust
New Mexico
$2.26M +$2.26M +6,225 New
CA
1287
CGN Advisors
Kansas
$2.26M -$22.9K -63 -1%
HKIMG
1288
Hutchens & Kramer Investment Management Group
Indiana
$2.26M -$1.82M -5,002 -45%
CAG
1289
Csenge Advisory Group
Florida
$2.25M -$40K -110 -2%
BWM
1290
Bulltick Wealth Management
Florida
$2.25M +$151K +416 +7%
LSA
1291
L & S Advisors
California
$2.25M +$158K +435 +8%
BC
1292
Brookfield Corp
Ontario, Canada
$2.24M -$16.4M -45,036 -88%
BOH
1293
Bank of Hawaii
Hawaii
$2.23M -$10.9K -30 -0.5%
RA
1294
RiverPark Advisors
New York
$2.23M -$214K -588 -9%
WI
1295
WrapManager Inc
California
$2.23M -$12K -33 -0.5%
RIA
1296
Realta Investment Advisors
Delaware
$2.22M -$13.4K -37 -0.6%
OIA
1297
Optimum Investment Advisors
Illinois
$2.21M -$136K -375 -6%
FIA
1298
Foundations Investment Advisors
Arizona
$2.21M -$425K -1,169 -16%
HBT
1299
Heartland Bank & Trust
Illinois
$2.21M +$1.87M +5,144 +545%
LOAMS
1300
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.21M +$214K +589 +11%