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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 %
AFS
1651
Aft Forsyth & Sober
Florida
$1.06M
CA
1652
Claro Advisors
Massachusetts
$1.06M +$76K +209 +8%
CCM
1653
CTC Capital Management
Illinois
$1.06M +$1.06M +2,910 New
MWA
1654
Meridian Wealth Advisors
Texas
$1.06M
GITFIT
1655
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.05M -$36.3K -100 -3%
HWA
1656
HCR Wealth Advisors
California
$1.05M +$5.45K +15 +0.5%
SMA
1657
Sage Mountain Advisors
Georgia
$1.05M +$474K +1,304 +82%
GC
1658
GFG Capital
Florida
$1.05M +$45.3K +136 +5%
B
1659
Barings
North Carolina
$1.05M -$366K -1,007 -26%
LC
1660
LCNB Corp
Ohio
$1.04M -$18.2K -50 -2%
TWA
1661
TCI Wealth Advisors
Arizona
$1.04M +$78.1K +215 +8%
PSP
1662
Principal Street Partners
Tennessee
$1.04M -$64.3K -177 -6%
EI
1663
Ellevest Inc
New York
$1.04M +$29.4K +81 +3%
SHFA
1664
SC&H Financial Advisors
Maryland
$1.04M +$117K +321 +13%
EWA
1665
EverSource Wealth Advisors
Alabama
$1.04M +$17.1K +47 +2%
CANC
1666
Culbertson A N & Co
Virginia
$1.03M +$36.3K +100 +4%
AGC
1667
Aspen Grove Capital
Colorado
$1.03M +$23.3K +64 +2%
JMFC
1668
J.M. Forbes & Co
Massachusetts
$1.03M +$1.09K +3 +0.1%
CTA
1669
Colonial Trust Advisors
South Carolina
$1.03M +$1.09K +3 +0.1%
RWI
1670
Red Wave Investments
Pennsylvania
$1.03M -$12.7K -35 -1%
APWM
1671
Atlas Private Wealth Management
New York
$1.03M +$30.5K +84 +3%
FC
1672
Financial Consulate
Maryland
$1.02M +$16.4K +45 +2%
ETH
1673
Exos TFP Holdings
New York
$1.02M +$548K +1,508 +115%
ANBT
1674
American National Bank & Trust
Texas
$1.02M +$48.3K +133 +5%
CWA
1675
Consilium Wealth Advisory
Texas
$1.02M -$197K -542 -16%