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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 %
BTI
1326
Blue Trust Inc
Georgia
$2.11M -$467K -1,342 -18%
MCM
1327
Manchester Capital Management
Vermont
$2.1M +$268K +737 +15%
SCA
1328
Sander Capital Advisors
Washington
$2.1M
KIC
1329
Kensington Investment Counsel
California
$2.1M -$23.6K -65 -1%
GBT
1330
Grove Bank & Trust
Florida
$2.1M +$4K +11 +0.2%
LSPW
1331
Lake Street Private Wealth
Illinois
$2.09M -$21.4K -59 -1%
VFA
1332
Voya Financial Advisors
Connecticut
$2.08M -$865K -2,407 -29%
GCM
1333
Graham Capital Management
Connecticut
$2.07M +$2.07M +5,708 New
IPW
1334
Inlet Private Wealth
Florida
$2.07M
PA
1335
Procyon Advisors
Connecticut
$2.06M +$180K +495 +10%
LA
1336
Legacy Advisors
Pennsylvania
$2.06M +$180K +494 +10%
MSS
1337
Mitchell Sinkler & Starr
Pennsylvania
$2.05M +$412K +1,134 +25%
SCM
1338
Stevens Capital Management
Pennsylvania
$2.05M +$1.62M +4,465 +376%
GP
1339
Girard Partners
Pennsylvania
$2.04M -$165K -454 -7%
KI
1340
Kula Investments
Illinois
$2.03M +$2.03M +5,593 New
AWA
1341
Arete Wealth Advisors
Illinois
$2.02M +$96.7K +266 +5%
BHPW
1342
Beverly Hills Private Wealth
California
$2.01M +$380K +1,047 +23%
CWM
1343
Cornerstone Wealth Management
Missouri
$2M +$2M +5,491 New
HH
1344
Hilltop Holdings
Texas
$1.99M +$13.4K +37 +0.7%
SAG
1345
SageView Advisory Group
California
$1.98M +$1.75M +4,808 +745%
LWM
1346
Laidlaw Wealth Management
New York
$1.97M -$39.3K -108 -2%
AG
1347
Algert Global
California
$1.97M +$235K +646 +14%
CC
1348
Capital Counsel
New York
$1.97M +$1.09K +3 +0.1%
PWPS
1349
Pinnacle Wealth Planning Services
Ohio
$1.97M +$89.4K +246 +5%
SSI
1350
Scott & Selber Inc
Texas
$1.96M +$4K +11 +0.2%