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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 %
NWA
2076
New World Advisors
Massachusetts
$463K -$727 -2 -0.2%
NB
2077
NBT Bank
New York
$462K -$20.7K -57 -4%
DBT
2078
Dubuque Bank & Trust
Iowa
$462K -$1.09K -3 -0.2%
RIL
2079
Rothschild Investment LLC
Illinois
$462K +$3.64K +10 +0.8%
FFG
2080
Fortem Financial Group
California
$462K -$37.4K -103 -7%
PGWM
2081
Pitti Group Wealth Management
New York
$462K +$1.45K +4 +0.3%
BAM
2082
BOS Asset Management
Illinois
$461K -$2.91K -8 -0.6%
CPA
2083
Cardiff Park Advisors
California
$460K
MAP
2084
Milestone Advisory Partners
North Carolina
$458K
WPWM
2085
Western Pacific Wealth Management
Illinois
$457K +$136K +375 +43%
SHGA
2086
Sand Hill Global Advisors
California
$456K -$62.5K -172 -12%
TCM
2087
Tanaka Capital Management
New York
$456K
HI
2088
Harbour Investments
Wisconsin
$456K +$60K +165 +15%
LG
2089
LaFleur & Godfrey
Michigan
$454K
AC
2090
Aristides Capital
Kentucky
$454K
KBFS
2091
Kohmann Bosshard Financial Services
Ohio
$454K
MA
2092
MCF Advisors
Kentucky
$453K -$18.9K -52 -4%
CCFM
2093
Clear Creek Financial Management
Washington
$451K +$30.2K +83 +7%
TA
2094
TruWealth Advisors
Louisiana
$450K +$4.36K +12 +1%
KFI
2095
Key Financial Inc
Pennsylvania
$448K +$36.3K +100 +9%
RW
2096
Rede Wealth
Virginia
$447K +$4K +11 +0.9%
NRC
2097
New Republic Capital
North Carolina
$447K +$94.2K +259 +27%
PL
2098
Plancorp LLC
Missouri
$447K +$4.36K +12 +1%
FPCG
2099
Fort Pitt Capital Group
Pennsylvania
$446K
SB
2100
Sunflower Bank
Texas
$444K +$8.72K +24 +2%