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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 %
GA
1976
Goldstein Advisors
Wisconsin
$564K +$71.6K +197 +15%
BAM
1977
Blueshift Asset Management
New Jersey
$562K -$607K -1,669 -52%
FBFS
1978
First Business Financial Services
Wisconsin
$562K +$9.09K +25 +2%
CC
1979
Callan Capital
California
$561K +$12.7K +35 +2%
F
1980
Fithian
New York
$560K
WA
1981
Wealth Architects
California
$557K +$13.8K +38 +3%
MA
1982
MJP Associates
Connecticut
$556K -$4.73K -13 -0.8%
RP
1983
Riverwater Partners
Wisconsin
$556K -$9.09K -25 -2%
1WA
1984
180 Wealth Advisors
Washington
$556K +$72.3K +199 +15%
FM
1985
Foster & Motley
Ohio
$555K +$50.9K +140 +10%
WCM
1986
Wedge Capital Management
North Carolina
$555K
LA
1987
Latitude Advisors
Florida
$553K -$136K -374 -20%
SG
1988
Stonnington Group
California
$553K +$3.7K +10 +0.7%
HNWAG
1989
High Net Worth Advisory Group
Florida
$551K +$16.7K +46 +3%
MSA
1990
Marino Stram & Associates
Massachusetts
$550K +$24K +66 +5%
ICP
1991
Interchange Capital Partners
Pennsylvania
$549K +$549K +1,498 New
AP
1992
Adero Partners
California
$549K +$263K +724 +92%
IEFM
1993
IQ EQ Fund Management
Ireland
$548K +$5.09K +14 +0.9%
PHAM
1994
Palisades Hudson Asset Management
Florida
$547K
SIMG
1995
Sonora Investment Management Group
Arizona
$546K -$86.5K -238 -14%
LCS
1996
Levin Capital Strategies
New York
$545K
WPI
1997
Walter Public Investments
Canada
$545K
PFO
1998
PMC FIG Opportunities
Israel
$545K +$545K +1,500 New
AC
1999
AXQ Capital
New Jersey
$545K +$545K +1,500 New
JSL
2000
JT Stratford LLC
Georgia
$544K +$60.7K +167 +13%