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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 %
HFS
1801
Howard Financial Services
Texas
$767K +$3.63K +10 +0.5%
FCAG
1802
First Capital Advisors Group
New Jersey
$767K -$24.4K -67 -3%
AP
1803
Americana Partners
Texas
$766K +$104K +286 +16%
AB
1804
Atlas Brown
Kentucky
$764K
SWM
1805
Scissortail Wealth Management
Oklahoma
$763K -$172K -473 -18%
FFWA
1806
FRG Family Wealth Advisors
Washington
$763K -$14.5K -40 -2%
PA
1807
PSI Advisors
Florida
$763K -$3.63K -10 -0.5%
SFP
1808
Sandbox Financial Partners
Maryland
$762K -$15.6K -43 -2%
MMM
1809
Mendel Money Management
Illinois
$762K +$33.4K +92 +5%
Jones Financial Companies
1810
Jones Financial Companies
Missouri
$760K +$121K +332 +19%
AT
1811
Arden Trust
Delaware
$759K -$274K -755 -27%
AT
1812
Arvest Trust
Oklahoma
$758K +$56.3K +155 +8%
SIA
1813
Strategic Investment Advisors
Michigan
$757K +$93.7K +258 +14%
LT
1814
Legacy Trust
Michigan
$755K -$32.7K -90 -4%
PIA
1815
Pinion Investment Advisors
Kansas
$754K -$83.2K -229 -10%
BCM
1816
Boltwood Capital Management
California
$752K +$49.8K +137 +7%
CWM
1817
Cahill Wealth Management
Michigan
$749K
KFA
1818
Krane Funds Advisors
New York
$748K +$748K +2,054 New
DA
1819
Detalus Advisors
Missouri
$747K +$2.91K +8 +0.4%
WW
1820
Waterfront Wealth
Kansas
$747K -$10.5K -29 -1%
FCB
1821
First County Bank
Connecticut
$746K -$363 -1 -0%
FTWA
1822
Fifth Third Wealth Advisors
Ohio
$746K +$746K +2,052 New
AFT
1823
Alpha Family Trust
California
$745K +$10.9K +30 +1%
SRC
1824
Shufro Rose & Co
New York
$745K
CMTU
1825
Capital Markets Trading (UK)
United Kingdom
$742K -$13.1K -36 -2%