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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 %
LP
2001
LGL Partners
Pennsylvania
$540K
PSCM
2002
Per Stirling Capital Management
Texas
$534K -$62.5K -172 -10%
AWM
2003
Aprio Wealth Management
Georgia
$533K +$78.1K +215 +17%
PWP
2004
Pursue Wealth Partners
California
$532K
HCC
2005
Hirtle Callaghan & Co
Pennsylvania
$531K -$1.96M -5,380 -79%
WB
2006
Webster Bank
Connecticut
$531K -$36.3K -100 -6%
PPC
2007
Park Place Capital
Alabama
$529K -$225K -619 -30%
RW
2008
REDW Wealth
New Mexico
$528K
PCMF
2009
Private Capital Management (Florida)
Florida
$528K +$363 +1 +0.1%
LBC
2010
Lowe Brockenbrough & Co
Virginia
$526K -$87.9K -242 -14%
CPSAC
2011
Chas P. Smith & Associates (CPS)
Florida
$526K -$2.91K -8 -0.5%
MCM
2012
MV Capital Management
Maryland
$525K +$11.3K +31 +2%
CAIMH
2013
Central Asset Investments & Management Holdings
Hong Kong
$522K +$182K +500 +53%
KWM
2014
Kolinsky Wealth Management
New Jersey
$519K -$66.9K -184 -11%
AWA
2015
Amplius Wealth Advisors
Pennsylvania
$518K +$21.4K +59 +4%
GWS
2016
Glassman Wealth Services
Virginia
$517K -$549K -1,510 -52%
PPWM
2017
Paragon Private Wealth Management
Kentucky
$516K -$112K -307 -18%
PGH
2018
Partners Group Holding
Switzerland
$516K
CA
2019
Crewe Advisors
Utah
$514K +$109K +301 +27%
FWP
2020
Firethorn Wealth Partners
Georgia
$514K -$11K -29 -2%
CWC
2021
Carolinas Wealth Consulting
North Carolina
$512K -$25.4K -70 -5%
NJBEST
2022
New Jersey Better Educational Savings Trust
New Jersey
$512K
VA
2023
Valmark Advisers
Ohio
$512K +$28.3K +78 +6%
SDWIA
2024
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$512K +$54.5K +150 +12%
SW
2025
SkyOak Wealth
Michigan
$509K +$69K +190 +16%