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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 %
HT
1626
Heritage Trust
Oklahoma
$1.12M -$30.9K -85 -3%
PMA
1627
Prudent Man Advisors
Illinois
$1.12M +$727 +2 +0.1%
DWM
1628
Drive Wealth Management
Utah
$1.11M -$452K -1,244 -29%
PFBT
1629
Parkside Financial Bank & Trust
Missouri
$1.11M +$75.2K +207 +7%
OBWG
1630
Onyx Bridge Wealth Group
New York
$1.11M -$6.18K -17 -0.6%
WPW
1631
Warther Private Wealth
Ohio
$1.1M -$5.45K -15 -0.5%
MBT
1632
Montecito Bank & Trust
California
$1.1M -$106K -291 -9%
RA
1633
RFG Advisory
Alabama
$1.1M +$363 +1 +0%
C1AG
1634
Client 1st Advisory Group
Florida
$1.1M
HCP
1635
Holt Capital Partners
Texas
$1.1M
EWA
1636
Encompass Wealth Advisors
Oregon
$1.09M
LAM
1637
Lifestyle Asset Management
Texas
$1.09M +$28.7K +79 +3%
AC
1638
Allstate Corporation
Illinois
$1.09M -$12M -32,944 -92%
PAG
1639
Paladin Advisory Group
Iowa
$1.09M +$1.09M +2,988 New
NP
1640
Nilsine Partners
Colorado
$1.09M +$1.09M +2,988 New
RWP
1641
RWA Wealth Partners
Massachusetts
$1.08M +$25.1K +69 +2%
CIA
1642
Capital Investment Advisors
Georgia
$1.08M -$39.2K -108 -4%
RCG
1643
Regatta Capital Group
California
$1.08M
JWCA
1644
J.W. Coons Advisors
Ohio
$1.08M +$9.09K +25 +0.8%
LCWP
1645
Legacy Capital Wealth Partners
Arkansas
$1.08M +$1.08M +2,967 New
BHB
1646
Bank Hapoalim BM
Israel
$1.08M -$173K -477 -14%
SFG
1647
Synergy Financial Group
California
$1.08M +$727 +2 +0.1%
TCM
1648
Teza Capital Management
Illinois
$1.07M +$1.07M +2,949 New
ALAM
1649
Asahi Life Asset Management
Japan
$1.07M -$61.1K -168 -5%
ACA
1650
Affinity Capital Advisors
California
$1.06M -$12.7K -35 -1%