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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 %
PCM
1726
Pointe Capital Management
Michigan
$889K -$84.3K -232 -9%
I
1727
INVST
Indiana
$887K +$12K +32 +1%
SCM
1728
Seascape Capital Management
New Hampshire
$886K -$34.5K -95 -4%
PC
1729
Permit Capital
Pennsylvania
$885K -$98.5K -271 -10%
Wolverine Trading
1730
Wolverine Trading
Illinois
$884K -$6.44M -17,933 -88%
NC
1731
NinePointTwo Capital
California
$882K -$17.8K -49 -2%
RIA
1732
Regal Investment Advisors
Michigan
$880K -$28.3K -78 -3%
9WM
1733
9258 Wealth Management
Ohio
$879K +$363 +1 +0%
MGAM
1734
McGowan Group Asset Management
Texas
$878K
PWA
1735
Providence Wealth Advisors
Illinois
$875K
RSA
1736
River Street Advisors
Illinois
$874K +$11.3K +31 +1%
BWM
1737
BerganKDV Wealth Management
Minnesota
$872K +$57.4K +158 +7%
SOAMC
1738
Spirit of America Management Corp
New York
$872K -$72.7K -200 -8%
LAI
1739
Legal Advantage Investments
California
$872K
TFM
1740
TFC Financial Management
Massachusetts
$870K +$4K +11 +0.5%
CT
1741
Cambridge Trust
Massachusetts
$869K -$45.8K -126 -5%
WAAG
1742
Wealth Alliance Advisory Group
Kansas
$869K -$195K -537 -18%
PTC
1743
Provident Trust Company
Wisconsin
$869K
LC
1744
Lavaca Capital
Texas
$865K +$54.9K +151 +7%
JHCP
1745
Jackson Hole Capital Partners
Oklahoma
$865K +$429K +1,180 +98%
PFG
1746
PAX Financial Group
Texas
$862K -$17.1K -47 -2%
JSW
1747
Journey Strategic Wealth
New Jersey
$860K -$48.3K -133 -5%
APA
1748
Astoria Portfolio Advisors
New York
$856K -$28K -77 -3%
VEA
1749
Virtus ETF Advisers
New York
$851K -$77K -212 -8%
DMBA
1750
Deseret Mutual Benefit Administrators
Utah
$851K +$28.3K +78 +3%