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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 %
AC
1701
Avestar Capital
New York
$954K +$161K +443 +20%
RFN
1702
RDA Financial Network
Iowa
$953K +$10.9K +30 +1%
NFA
1703
Northern Financial Advisors
Michigan
$943K +$2.91K +8 +0.3%
CFA
1704
CWS Financial Advisors
Michigan
$940K +$82.5K +227 +10%
OC
1705
Oakworth Capital
Alabama
$940K
KCM
1706
KRS Capital Management
Michigan
$937K
CFG
1707
Cooper Financial Group
California
$933K +$370K +1,017 +66%
GFG
1708
Goldstone Financial Group
Illinois
$929K +$929K +2,557 New
PWM
1709
Prentice Wealth Management
New York
$929K +$341K +939 +58%
DWM
1710
Dorchester Wealth Management
Quebec, Canada
$926K +$112K +309 +14%
CWM
1711
Chesapeake Wealth Management
Virginia
$924K +$32.7K +90 +4%
EGM
1712
Engineers Gate Manager
New York
$924K -$1.17M -3,216 -56%
PI
1713
PFG Investments
New York
$916K +$916K +2,522 New
CSIC
1714
Clifford Swan Investment Counsel
California
$916K -$8.72K -24 -0.9%
CBTWT
1715
Community Bank & Trust (Waco, Texas)
Texas
$915K +$189K +520 +26%
C
1716
Certuity
Florida
$914K -$42.9K -118 -4%
NDSI
1717
Newman Dignan & Sheerar Inc
Rhode Island
$913K -$5.45K -15 -0.6%
BWM
1718
Buckley Wealth Management
Nevada
$909K -$49.1K -135 -5%
AUB
1719
Atlantic Union Bankshares
Virginia
$906K +$906K +2,494 New
AWP
1720
Accretive Wealth Partners
New Jersey
$905K +$7.99K +22 +0.9%
BAM
1721
Beaumont Asset Management
Texas
$904K -$20.7K -57 -2%
LF
1722
Lee Financial
Texas
$902K +$4K +11 +0.4%
IIM
1723
Ipswich Investment Management
Massachusetts
$897K -$9.09K -25 -1%
MC
1724
Machina Capital
France
$894K +$894K +2,459 New
LTAS
1725
Linden Thomas Advisory Services
North Carolina
$892K +$83.2K +229 +10%