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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 %
I
1351
InceptionR
California
$1.96M +$1.45M +4,003 +288%
IAIM
1352
International Assets Investment Management
Florida
$1.95M -$62.1K -171 -3%
PCM
1353
Princeton Capital Management
New Jersey
$1.94M -$6.54K -18 -0.3%
MOS
1354
MGO One Seven
Ohio
$1.94M +$222K +611 +13%
QPW
1355
Quantum Private Wealth
Florida
$1.93M -$16.4K -45 -0.8%
PP
1356
Pegasus Partners
Wisconsin
$1.92M -$4.72K -13 -0.2%
ANB
1357
Amarillo National Bank
Texas
$1.92M
VSQM
1358
V-Square Quantitative Management
Illinois
$1.92M +$1.92M +5,271 New
MLA
1359
My Legacy Advisors
Oregon
$1.91M -$131K -364 -6%
MMA
1360
Miracle Mile Advisors
California
$1.91M -$535K -1,472 -22%
AC
1361
Abbrea Capital
California
$1.91M
GLA
1362
Good Life Advisors
Pennsylvania
$1.9M +$10.2K +28 +0.5%
CCM
1363
Chilton Capital Management
Texas
$1.9M +$223K +615 +13%
CIAS
1364
Capital Investment Advisory Services
North Carolina
$1.89M -$374K -1,030 -17%
AM
1365
AGF Management
Ontario, Canada
$1.89M +$182K +502 +11%
SFG
1366
Sovereign Financial Group
Connecticut
$1.89M -$2.54K -7 -0.1%
BJL
1367
Brighton Jones LLC
Washington
$1.89M +$645K +1,776 +52%
HCM
1368
Howland Capital Management
Massachusetts
$1.88M -$34.5K -95 -2%
GWM
1369
Geneos Wealth Management
Colorado
$1.88M -$545K -1,501 -22%
IFAM
1370
Institutional & Family Asset Management
Colorado
$1.88M +$3.27K +9 +0.2%
RWA
1371
Ropes Wealth Advisors
Massachusetts
$1.88M -$50.9K -140 -3%
S
1372
SimplyRich
California
$1.88M
EH
1373
Equitable Holdings
New York
$1.87M +$231K +636 +14%
FAIM
1374
Financial Advocates Investment Management
Washington
$1.87M +$72.7K +200 +4%
SAM
1375
S.A. Mason
Michigan
$1.86M -$10.5K -29 -0.6%