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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 %
EWM
1876
Empirical Wealth Management
Washington
$673K +$124K +340 +23%
SIC
1877
Sterling Investment Counsel
New York
$670K +$157K +432 +31%
RCM
1878
Radnor Capital Management
Pennsylvania
$669K +$18.9K +52 +3%
HIP
1879
HUB Investment Partners
Texas
$668K +$668K +1,839 New
WT
1880
Washington Trust
Rhode Island
$667K -$13.8K -38 -2%
GAM
1881
Gould Asset Management
California
$667K
VBCG
1882
Valley Brook Capital Group
Pennsylvania
$665K
ARG
1883
Advisory Resource Group
Oklahoma
$665K +$45.8K +126 +7%
HPM
1884
Hoxton Planning & Management
West Virginia
$664K -$17.1K -47 -3%
KA
1885
KLCM Advisors
Wisconsin
$664K +$395K +1,087 +147%
PVI
1886
Pine Valley Investments
New Jersey
$663K +$663K +1,730 New
B
1887
Bridgeworth
Alabama
$663K +$3.27K +9 +0.5%
RPWA
1888
Regent Peak Wealth Advisors
Georgia
$662K -$7.63K -21 -1%
TNBTD
1889
Trustmark National Bank Trust Department
Mississippi
$661K -$57.4K -158 -8%
RHAM
1890
Round Hill Asset Management
California
$661K
TIA
1891
Traphagen Investment Advisors
New Jersey
$660K +$19.6K +54 +3%
CFG
1892
Carr Financial Group
Massachusetts
$660K
NRW
1893
Nova R Wealth
Kansas
$654K
BAM
1894
Brave Asset Management
New Jersey
$649K +$43.2K +119 +7%
SHFA
1895
SS&H Financial Advisors
Michigan
$649K
RSWM
1896
Robertson Stephens Wealth Management
California
$648K -$324K -891 -33%
CFP
1897
Catalyst Financial Partners
Massachusetts
$648K +$62.9K +173 +11%
ZIG
1898
Zuckerman Investment Group
Illinois
$644K +$1.45K +4 +0.2%
ETIA
1899
Epic Trust Investment Advisors
Washington
$643K -$271K -745 -30%
EWM
1900
Evermay Wealth Management
Virginia
$643K