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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 %
APP
1776
Avantax Planning Partners
Iowa
$800K -$311K -857 -28%
AA
1777
Alta Advisers
United Kingdom
$800K
PWLP
1778
Prio Wealth Limited Partnership
Massachusetts
$796K -$27.3K -75 -3%
FANJ
1779
Financial Architects (New Jersey)
New Jersey
$796K +$12K +33 +2%
MGWM
1780
Marks Group Wealth Management
Minnesota
$794K +$25.8K +71 +3%
CIP
1781
Convergence Investment Partners
Florida
$792K -$55.2K -152 -7%
MPPW
1782
Mitchell & Pahl Private Wealth
Oklahoma
$792K -$26.5K -73 -3%
TCB
1783
Texas Capital Bancshares
Texas
$787K
PIA
1784
Perennial Investment Advisors
California
$786K +$5.45K +15 +0.7%
FLI
1785
Family Legacy Inc
South Carolina
$786K +$3.63K +10 +0.5%
SGCA
1786
Steel Grove Capital Advisors
Tennessee
$785K -$22.9K -63 -3%
SOS
1787
Silver Oak Securities
Tennessee
$785K -$97K -267 -11%
LCGC
1788
Legacy Capital Group California
California
$784K +$784K +2,156 New
CCM
1789
Canal Capital Management
Virginia
$783K +$18.5K +51 +2%
CB
1790
Community Bank
New York
$781K -$9.09K -25 -1%
EWM
1791
EPG Wealth Management
Georgia
$781K +$308K +848 +65%
WKWM
1792
Walter & Keenan Wealth Management
Indiana
$779K +$49.4K +136 +7%
DEM
1793
Disciplined Equity Management
Florida
$779K -$4K -11 -0.5%
EFG
1794
Everhart Financial Group
Ohio
$777K +$119K +327 +18%
MFWP
1795
Mosaic Family Wealth Partners
Missouri
$775K
CWS
1796
Confluence Wealth Services
Pennsylvania
$775K +$315K +868 +69%
RMC
1797
Resources Management Corp
Connecticut
$773K +$706K +26,503 +1,061%
CS
1798
Crescent Sterling
Louisiana
$768K +$120K +330 +19%
FW
1799
FirstPurpose Wealth
Utah
$768K +$36K +99 +5%
HHGA
1800
Halbert Hargrove Global Advisors
California
$767K +$17.1K +47 +2%