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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 %
KA
1901
Kovack Advisors
Florida
$641K -$161K -442 -20%
CWP
1902
Concord Wealth Partners
Virginia
$637K +$109K +301 +21%
SC
1903
Solstein Capital
California
$637K -$233K -641 -27%
FNBOH
1904
First National Bank of Hutchinson
Kansas
$637K +$33.1K +91 +5%
MCM
1905
Monument Capital Management
Virginia
$637K +$55.6K +153 +10%
AWE
1906
Avidian Wealth Enterprises
Texas
$636K -$62.5K -172 -9%
CPA
1907
Capital Planning Advisors
California
$636K -$151K -415 -19%
JCM
1908
Jacobsen Capital Management
Utah
$633K -$856K -2,355 -57%
TAM
1909
Taurus Asset Management
New York
$633K
KC
1910
Knuff & Co
California
$632K
MAM
1911
McLean Asset Management
Virginia
$632K -$81K -223 -11%
LIA
1912
LBMC Investment Advisors
Tennessee
$631K
MIM
1913
Moseley Investment Management
Florida
$629K
AAM
1914
Augustine Asset Management
Florida
$628K +$363 +1 +0.1%
BFO
1915
Boston Family Office
Massachusetts
$628K
CIC
1916
Crawford Investment Counsel
Georgia
$628K -$8.72K -24 -1%
BWP
1917
Baldwin Wealth Partners
Massachusetts
$627K -$9.81K -27 -2%
EAM
1918
Empirical Asset Management
Massachusetts
$627K +$627K +1,724 New
GWANC
1919
Guardian Wealth Advisors (North Carolina)
North Carolina
$625K -$81K -223 -11%
WCM
1920
WealthBridge Capital Management
Ohio
$623K -$1.45K -4 -0.2%
FCFC
1921
First Commonwealth Financial Corp
Pennsylvania
$621K -$52.3K -144 -8%
PWMG
1922
Provence Wealth Management Group
California
$619K +$168K +462 +37%
AWM
1923
Atticus Wealth Management
Florida
$619K -$70.1K -193 -10%
CFSG
1924
Clark Financial Services Group
Missouri
$618K -$2.91K -8 -0.5%
UC
1925
Unio Capital
New Jersey
$618K