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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 %
WCM
1576
Whitener Capital Management
North Carolina
$1.22M
KP
1577
Keel Point
Alabama
$1.22M +$49.8K +137 +4%
SAM
1578
Sompo Asset Management
Japan
$1.21M +$578K +1,590 +91%
KTC
1579
Kistler-Tiffany Companies
Pennsylvania
$1.21M -$59.2K -163 -5%
LFA
1580
Legacy Financial Advisors
Kentucky
$1.21M +$106K +292 +10%
VCM
1581
Virtue Capital Management
Tennessee
$1.21M -$183K -500 -13%
BCA
1582
Bray Capital Advisors
Florida
$1.21M -$10.2K -28 -0.8%
BCM
1583
Buckhead Capital Management
Georgia
$1.21M -$27.3K -75 -2%
AIC
1584
Archer Investment Corporation
Indiana
$1.21M +$9.58K +27 +0.8%
ZB
1585
Zions Bancorporation
Utah
$1.21M -$274K -753 -18%
MCC
1586
Money Concepts Capital
Florida
$1.2M -$62.1K -171 -5%
HFG
1587
Heron Financial Group
New York
$1.2M +$28.7K +79 +2%
HG
1588
Herbst Group
Connecticut
$1.2M
RIM
1589
Redwood Investment Management
Arizona
$1.2M +$348K +957 +41%
NF
1590
Nikulski Financial
Iowa
$1.2M +$74.5K +205 +7%
CF
1591
Copperwynd Financial
Arizona
$1.2M +$17.4K +48 +1%
CL
1592
Choreo LLC
Illinois
$1.19M +$688K +1,892 +137%
SW
1593
SlateStone Wealth
Florida
$1.19M -$7.27K -20 -0.6%
MSFS
1594
Main Street Financial Solutions
Pennsylvania
$1.19M +$62.5K +172 +6%
FNBSF
1595
First National Bank Sioux Falls
South Dakota
$1.18M
MC
1596
Middleton & Co
Massachusetts
$1.18M +$5.81K +16 +0.5%
WEG
1597
World Equity Group
Illinois
$1.18M +$1.13M +107,197 +2,308%
AWM
1598
Accurate Wealth Management
Florida
$1.18M +$51.9K +144 +5%
TIA
1599
Trust Investment Advisors
Indiana
$1.17M -$12.7K -35 -1%
LB
1600
Leo Brokerage
Texas
$1.17M +$1.17M +3,222 New