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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 %
PMFA
2026
Plante Moran Financial Advisors
Michigan
$508K -$3.27K -9 -0.6%
OTL
2027
Oak Thistle LLC
New York
$508K +$508K +1,397 New
NSB
2028
Norway Savings Bank
Maine
$507K
PIC
2029
Portland Investment Counsel
Ontario, Canada
$506K
TSWM
2030
Triangle Securities Wealth Management
North Carolina
$505K -$7.27K -20 -1%
CWM
2031
Cordatus Wealth Management
Pennsylvania
$505K -$175K -483 -26%
SW
2032
SteelPeak Wealth
California
$504K -$57.8K -159 -10%
SVWAG
2033
Sound View Wealth Advisors Group
Georgia
$504K -$34.2K -94 -6%
SF
2034
Symphony Financial
Texas
$504K +$36.7K +102 +8%
GFS
2035
GYL Financial Synergies
Connecticut
$503K +$93.8K +258 +23%
EL
2036
Essex LLC
Illinois
$503K
TFO
2037
Tarbox Family Office
California
$502K
TF
2038
Trek Financial
Arizona
$498K -$135K -371 -21%
NCM
2039
New Capital Management
Texas
$496K +$496K +1,364 New
CCA
2040
Cottonwood Capital Advisors
Utah
$494K +$10.5K +29 +2%
NB
2041
Northwest Bancshares
Pennsylvania
$493K +$18.9K +52 +4%
AWM
2042
Alterna Wealth Management
Texas
$492K +$35.6K +98 +8%
RCA
2043
Ranch Capital Advisors
Florida
$492K +$11.6K +32 +2%
CA
2044
Centerpoint Advisors
Massachusetts
$491K +$2.55K +7 +0.5%
MFG
2045
Midwest Financial Group
Kansas
$491K +$491K +1,351 New
EWA
2046
ERTS Wealth Advisors
Michigan
$491K -$30.9K -85 -6%
SC
2047
Skylands Capital
Wisconsin
$491K -$9.09K -25 -2%
DSN
2048
D. Scott Neal
Kentucky
$491K
RMAM
2049
Raab & Moskowitz Asset Management
New Jersey
$490K +$2.54K +7 +0.5%
SCP
2050
Sender Company & Partners
New York
$490K +$490K +1,347 New