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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 %
PFT
1376
Providence First Trust
Arizona
$1.86M +$25.8K +71 +1%
RCM
1377
Riverpark Capital Management
New York
$1.86M
WPC
1378
Wedmont Private Capital
Pennsylvania
$1.86M +$436K +1,210 +31%
CCM
1379
Cox Capital Management
Massachusetts
$1.85M -$12K -33 -0.6%
PFS
1380
Prospera Financial Services
Texas
$1.85M +$780K +2,141 +73%
TW
1381
Transform Wealth
Colorado
$1.84M -$7.27K -20 -0.4%
CHA
1382
Carmichael Hill & Associates
Maryland
$1.84M
NHC
1383
Nicholas Hoffman & Company
Georgia
$1.84M +$23.3K +64 +1%
FMLI
1384
Fukoku Mutual Life Insurance
Japan
$1.84M
FUBT
1385
First United Bank & Trust
Maryland
$1.84M -$12K -33 -0.6%
MA
1386
Mutual Advisors
Nebraska
$1.83M +$79.9K +220 +5%
HFM
1387
Harvest Fund Management
China
$1.83M -$803K -2,211 -31%
DRS
1388
Deane Retirement Strategies
Louisiana
$1.83M +$22.9K +63 +1%
WAM
1389
Weatherly Asset Management
California
$1.83M +$74.5K +205 +4%
KIA
1390
KCM Investment Advisors
California
$1.83M +$223K +615 +14%
CWM
1391
Catalyst Wealth Management
Georgia
$1.82M +$53.8K +148 +3%
GPA
1392
Garrison Point Advisors
California
$1.82M -$5.45K -15 -0.3%
BLAM
1393
Bourne Lent Asset Management
New York
$1.82M
SCA
1394
STALEY CAPITAL ADVISERS
Pennsylvania
$1.82M +$493K +1,357 +37%
BW
1395
Bison Wealth
Georgia
$1.8M -$10.4K -27 -0.6%
MTC
1396
McDaniel Terry & Co
Texas
$1.79M -$33.4K -92 -2%
VT
1397
Vise Technologies
New York
$1.79M +$339K +932 +23%
BWP
1398
BSW Wealth Partners
Colorado
$1.79M -$22.2K -61 -1%
PWP
1399
Principle Wealth Partners
Connecticut
$1.78M +$363 +1 +0%
EWS
1400
Evergreen Wealth Solutions
Pennsylvania
$1.78M -$63.2K -174 -3%