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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 %
LAM
1826
L2 Asset Management
Massachusetts
$740K +$31.6K +87 +4%
VDBMI
1827
Van Den Berg Management I
Texas
$740K -$32K -88 -4%
WMA
1828
Wealth Management Associates
New Jersey
$740K
OIS
1829
Okabena Investment Services
Minnesota
$736K -$769K -2,115 -51%
AWM
1830
Aberdeen Wealth Management
Illinois
$736K -$363 -1 -0%
LJAC
1831
L.J. Altfest & Co
New York
$736K +$165K +455 +29%
WOC
1832
West Oak Capital
California
$736K +$67.2K +185 +10%
ICM
1833
IMS Capital Management
Oregon
$735K
GFA
1834
Gallagher Fiduciary Advisors
Illinois
$734K +$734K +2,019 New
ICM
1835
Islay Capital Management
Texas
$732K +$173K +476 +31%
CAL
1836
Capital Advisors Ltd
Ohio
$731K -$194K -534 -21%
FMN
1837
Financial Management Network
California
$731K +$8.01K +22 +1%
MFG
1838
MidWestOne Financial Group
Iowa
$730K
GWSG
1839
GPS Wealth Strategies Group
Colorado
$730K +$730K +2,008 New
VV
1840
Verity & Verity
South Carolina
$727K -$454K -1,250 -38%
VST
1841
Van Strum & Towne
California
$727K
BIA
1842
Bigelow Investment Advisors
Maine
$725K -$5.45K -15 -0.7%
HWM
1843
Howard Wealth Management
Connecticut
$724K -$1.09K -3 -0.2%
CCMG
1844
Clark Capital Management Group
Pennsylvania
$721K -$737K -2,028 -51%
WKSWA
1845
White Knight Strategic Wealth Advisors
New Jersey
$721K -$51.6K -142 -7%
AG
1846
Advocate Group
Minnesota
$721K +$721K +1,983 New
SC
1847
Sonen Capital
California
$719K -$319K -878 -31%
MHS
1848
M Holdings Securities
Oregon
$714K -$24.7K -68 -3%
SAM
1849
Synergy Asset Management
Washington
$713K -$49.1K -135 -6%
JAG
1850
Journey Advisory Group
Kentucky
$710K +$36.3K +100 +5%