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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 %
FFM
1601
Forum Financial Management
Illinois
$1.17M -$111K -306 -9%
CWAG
1602
Compton Wealth Advisory Group
Virginia
$1.17M +$52K +143 +5%
VPI
1603
Value Partners Investments
Manitoba, Canada
$1.16M +$24.3K +67 +2%
NFG
1604
Nations Financial Group
Iowa
$1.16M -$42.9K -118 -4%
SG
1605
StoneX Group
New York
$1.15M +$191K +525 +20%
WCA
1606
Waratah Capital Advisors
Ontario, Canada
$1.15M -$3.15M -8,672 -73%
DA
1607
Doliver Advisors
Texas
$1.15M -$229K -630 -17%
PCMC
1608
Private Capital Management (Colorado)
Colorado
$1.15M +$89.8K +247 +8%
FFS
1609
Founders Financial Securities
Maryland
$1.15M +$254K +698 +28%
DIM
1610
Delta Investment Management
California
$1.15M -$66.1K -182 -5%
RZH
1611
Relyea Zuckerberg Hanson
Connecticut
$1.15M +$49.1K +135 +4%
QC
1612
Quent Capital
New York
$1.14M +$77.5K +214 +7%
DTL
1613
Dynamic Technology Lab
Singapore
$1.14M +$1.14M +3,145 New
OFW
1614
Omnia Family Wealth
Florida
$1.14M
IP
1615
Intellectus Partners
California
$1.14M -$363 -1 -0%
MW
1616
Marcum Wealth
Ohio
$1.13M +$14.9K +41 +1%
FNT
1617
First National Trust
Pennsylvania
$1.13M +$79.6K +219 +8%
BC
1618
Bridgefront Capital
Texas
$1.13M +$1.13M +3,112 New
PFGIA
1619
Patriot Financial Group Insurance Agency
Massachusetts
$1.13M +$36.3K +100 +3%
RCM
1620
Ratan Capital Management
Florida
$1.13M
PP
1621
Pacifica Partners
Canada
$1.13M +$990K +2,752 +736%
WI
1622
Wedgewood Investors
Pennsylvania
$1.12M
FWM
1623
Forza Wealth Management
Florida
$1.12M +$436K +1,200 +63%
VWM
1624
Venturi Wealth Management
Texas
$1.12M -$6.18K -17 -0.5%
ISWM
1625
Independent Solutions Wealth Management
New York
$1.12M -$227K -624 -17%