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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 %
CANY
1751
Caxton Associates (New York)
New York
$843K +$843K +2,321 New
FWTB
1752
First Western Trust Bank
Colorado
$841K +$21.8K +60 +3%
EAM
1753
Evanson Asset Management
California
$839K
DFG
1754
Demars Financial Group
Washington
$836K -$26.5K -73 -3%
BAMG
1755
Brand Asset Management Group
Missouri
$836K -$109K -300 -12%
3IP
1756
3Chopt Investment Partners
Virginia
$836K +$176K +483 +27%
OLVIG
1757
Oliver Lagore Vanvalin Investment Group
Michigan
$835K -$58.1K -160 -7%
TCM
1758
Tributary Capital Management
Nebraska
$834K -$20K -55 -2%
LIM
1759
Lagoda Investment Management
New York
$832K -$7.27K -20 -0.9%
SFG
1760
SevenBridge Financial Group
Pennsylvania
$831K
HCM
1761
Hollencrest Capital Management
California
$825K +$735K +2,023 +816%
NAG
1762
Northstar Advisory Group
New Jersey
$824K +$205K +563 +33%
GDP
1763
Great Diamond Partners
Maine
$823K -$5.09K -14 -0.6%
SWP
1764
Semus Wealth Partners
Florida
$821K -$50.9K -140 -6%
PWMG
1765
Prestige Wealth Management Group
New Jersey
$818K -$355K -978 -30%
GVAG
1766
Great Valley Advisor Group
Delaware
$814K -$70.5K -194 -8%
PCH
1767
PGIM Custom Harvest
New Jersey
$811K -$727 -2 -0.1%
WAG
1768
Winthrop Advisory Group
Massachusetts
$810K -$28.3K -78 -3%
FWM
1769
FFT Wealth Management
Pennsylvania
$808K +$26.5K +73 +3%
PWM
1770
Penobscot Wealth Management
Maine
$807K -$71.6K -197 -8%
RWPA
1771
Richard W. Paul & Associates
Michigan
$806K +$50.2K +138 +7%
BS
1772
Bessemer Securities
New York
$805K
ACA
1773
Aptus Capital Advisors
Alabama
$803K +$47.6K +131 +6%
BFO
1774
Biltmore Family Office
North Carolina
$803K -$4K -11 -0.5%
RI
1775
Redwood Investments
Massachusetts
$802K -$5.82K -16 -0.7%