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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 %
CB
2051
CNB Bank
Pennsylvania
$487K -$3.27K -9 -0.7%
GIP
2052
Granite Investment Partners
California
$486K -$9.09K -25 -2%
JFG
2053
JMG Financial Group
Illinois
$486K
ONST
2054
Old North State Trust
North Carolina
$486K +$26.6K +73 +6%
SWM
2055
Salvus Wealth Management
New Jersey
$486K -$22.9K -63 -5%
VC
2056
Veery Capital
Delaware
$485K
NFSG
2057
Newbridge Financial Services Group
Florida
$484K -$31.3K -86 -6%
MC
2058
Matisse Capital
Oregon
$482K
MFG
2059
Magnus Financial Group
New York
$481K +$34.2K +94 +8%
SGK
2060
Steigerwald Gordon & Koch
Virginia
$481K -$1.82K -5 -0.4%
BAM
2061
Byrne Asset Management
New Jersey
$480K +$2.54K +7 +0.5%
LF
2062
LifeSteps Financial
California
$480K -$213K -586 -31%
GAM
2063
Grandview Asset Management
Pennsylvania
$477K +$727 +2 +0.2%
FMTCOCP
2064
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$477K +$4.36K +12 +0.9%
KFP
2065
KB Financial Partners
New Jersey
$476K -$42.2K -116 -8%
OWM
2066
OneAscent Wealth Management
Alabama
$475K -$73.8K -203 -13%
AA
2067
AlphaQ Advisors
Florida
$475K -$46.5K -128 -9%
CWM
2068
Connecticut Wealth Management
Connecticut
$475K +$96.3K +265 +25%
MA
2069
MONECO Advisors
Connecticut
$474K +$49.1K +135 +12%
CWM
2070
Cahaba Wealth Management
Georgia
$472K +$364 +1 +0.1%
WFMPM
2071
Woodley Farra Manion Portfolio Management
Indiana
$472K -$1.45K -4 -0.3%
FSC
2072
Full Sail Capital
Oklahoma
$471K +$168K +461 +55%
LWIC
2073
Leith Wheeler Investment Counsel
British Columbia, Canada
$471K +$471K +1,295 New
BWAM
2074
Boyd Watterson Asset Management
Ohio
$469K
BAM
2075
Berkshire Asset Management
Pennsylvania
$465K +$465K +1,280 New