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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 %
ESB
1551
Essex Savings Bank
Connecticut
$1.29M -$48.7K -134 -4%
IDBONY
1552
Israel Discount Bank of New York
New York
$1.29M -$94.1K -259 -7%
GA
1553
Geller Advisors
New York
$1.29M +$132K +362 +11%
BCA
1554
Bay Colony Advisors
Massachusetts
$1.28M +$7.19K +20 +0.6%
MRCM
1555
M&R Capital Management
New Jersey
$1.28M +$70.9K +195 +6%
CFA
1556
Cahill Financial Advisors
Minnesota
$1.28M -$178K -491 -12%
AA
1557
Altman Advisors
Illinois
$1.28M +$21.3K +63 +2%
REMPR
1558
Roof Eidam Maycock Peralta (REMP)
California
$1.28M +$1.28M +3,510 New
ACM
1559
Acrisure Capital Management
Texas
$1.27M +$169K +466 +15%
NW
1560
Naviter Wealth
Arkansas
$1.27M +$55.2K +152 +5%
AL
1561
Aspiriant LLC
California
$1.26M -$84.3K -232 -6%
CWP
1562
Curated Wealth Partners
California
$1.26M
CFO
1563
CVA Family Office
Colorado
$1.25M +$48.7K +134 +4%
WP
1564
WealthSource Partners
California
$1.25M -$24.3K -67 -2%
SB
1565
Strategic Blueprint
Georgia
$1.25M +$17.4K +48 +1%
BOPW
1566
Brandywine Oak Private Wealth
Pennsylvania
$1.25M -$21.8K -60 -2%
CF
1567
Cantor Fitzgerald
New York
$1.25M +$993K +2,732 +393%
JWCA
1568
J.W. Cole Advisors
Florida
$1.24M +$73.8K +203 +6%
IAS
1569
Insigneo Advisory Services
Florida
$1.24M +$363 +1 +0%
4WM
1570
4J Wealth Management
Virginia
$1.24M -$120K -330 -9%
AAP
1571
Arax Advisory Partners
Colorado
$1.23M -$75.2K -207 -6%
SI
1572
Scharf Investments
California
$1.23M -$18.2K -50 -1%
SAM
1573
Steinberg Asset Management
New York
$1.23M -$11.6K -32 -0.9%
PP
1574
PDS Planning
Ohio
$1.23M +$400K +1,102 +48%
BFA
1575
Beaumont Financial Advisors
Massachusetts
$1.23M +$12.4K +34 +1%