MA icon

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 %
HCA
1301
Hyperion Capital Advisors
New York
$2.2M
HIC
1302
Holderness Investments Company
North Carolina
$2.2M
WI
1303
WBI Investments
New Jersey
$2.19M +$285K +784 +15%
TRIA
1304
Trail Ridge Investment Advisors
Colorado
$2.19M -$45.1K -124 -2%
KIA
1305
Knollwood Investment Advisory
Maryland
$2.18M
SA
1306
Sicart Associates
New York
$2.17M -$625K -1,720 -22%
CGA
1307
Channing Global Advisors
Florida
$2.17M -$429K -1,181 -16%
SIM
1308
Sentry Investment Management
Wisconsin
$2.17M -$214K -589 -9%
MC
1309
Martin & Co
Tennessee
$2.17M -$47.6K -131 -2%
SAM
1310
Sabadell Asset Management
Spain
$2.17M -$101K -278 -4%
GCM
1311
Gables Capital Management
Florida
$2.17M
QIM
1312
Quantitative Investment Management
Virginia
$2.16M +$2.16M +5,956 New
MWM
1313
Mission Wealth Management
California
$2.16M +$20K +55 +0.9%
CIM
1314
Caldwell Investment Management
Ontario, Canada
$2.16M +$2.16M +5,938 New
PCS
1315
Personal CFO Solutions
New Jersey
$2.15M -$26.5K -73 -1%
JSC
1316
Jackson Square Capital
California
$2.14M -$15.3K -42 -0.7%
IIA
1317
IPG Investment Advisors
California
$2.14M -$98.1K -270 -4%
JHP
1318
James Hambro & Partners
United Kingdom
$2.14M +$90.5K +249 +4%
OL
1319
Optas LLC
Texas
$2.14M -$172K -474 -7%
ATPW
1320
Ashton Thomas Private Wealth
Arizona
$2.13M -$2.91K -8 -0.1%
WLPWM
1321
Walled Lake Planning & Wealth Management
Illinois
$2.13M +$2.13M +5,865 New
GCP
1322
GSA Capital Partners
United Kingdom
$2.13M +$1.77M +4,873 +491%
FGA
1323
Fortis Group Advisors
New Jersey
$2.13M +$2.13M +5,605 New
DCM
1324
Dudley Capital Management
Virginia
$2.13M -$1.82K -5 -0.1%
CA
1325
Continuum Advisory
Idaho
$2.12M -$180K -496 -8%