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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 %
TCA
1501
Trifecta Capital Advisors
Illinois
$1.43M -$1.82K -5 -0.1%
BSC
1502
Brown Shipley & Co
United Kingdom
$1.43M +$1.43M +3,930 New
TPW
1503
Transatlantique Private Wealth
New York
$1.43M -$27K -75 -2%
LC
1504
Lindbrook Capital
California
$1.43M +$171K +471 +14%
BWM
1505
BNC Wealth Management
Oregon
$1.43M +$26.9K +74 +2%
JDR
1506
Jay D. Rosenbaum
$1.42M +$88.7K +244 +7%
FHC
1507
First Heartland Consultants
Missouri
$1.42M +$68K +187 +5%
PCA
1508
Pallas Capital Advisors
Massachusetts
$1.42M +$165K +441 +13%
NL
1509
NVWM LLC
Pennsylvania
$1.42M -$44.3K -122 -3%
AF
1510
Advisornet Financial
Minnesota
$1.42M +$32K +88 +2%
PA
1511
Prossimo Advisors
California
$1.41M -$16K -44 -1%
MIA
1512
MainStreet Investment Advisors
Illinois
$1.41M -$173K -476 -11%
RMDI
1513
R.M. Davis Inc
Maine
$1.41M -$6.54K -18 -0.5%
CPM
1514
Crescent Park Management
California
$1.41M +$46.2K +127 +3%
SWM
1515
Segment Wealth Management
Texas
$1.41M -$1.82K -5 -0.1%
VF
1516
Vest Financial
Virginia
$1.4M +$1M +2,763 +252%
RIA
1517
Richwood Investment Advisors
Ohio
$1.4M +$5.82K +16 +0.4%
SFP
1518
Sweet Financial Partners
Minnesota
$1.4M +$304K +837 +28%
FFN
1519
Focus Financial Network
Minnesota
$1.39M -$142K -391 -9%
FAM
1520
Formidable Asset Management
Ohio
$1.39M
IGGA
1521
Iron Gate Global Advisors
Utah
$1.39M +$727 +2 +0.1%
YIA
1522
YHB Investment Advisors
Connecticut
$1.38M +$14.9K +41 +1%
MBTD
1523
Mechanics Bank - Trust Department
California
$1.38M -$29.4K -81 -2%
V
1524
VeraBank
Texas
$1.38M -$226K -623 -14%
CWG
1525
Cornerstone Wealth Group
North Carolina
$1.38M +$12.7K +35 +0.9%