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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 %
SIM
2101
SSI Investment Management
California
$443K -$106K -291 -19%
FWA
2102
FSM Wealth Advisors
Ohio
$442K +$131K +361 +42%
CAI
2103
Capital Advisors Inc
Oklahoma
$441K +$111K +304 +33%
AC
2104
ASB Consultores
Florida
$441K -$161K -442 -27%
WA
2105
WESPAC Advisors
California
$440K -$132K -364 -23%
AFP
2106
Ausdal Financial Partners
Iowa
$439K +$11.3K +31 +3%
SM
2107
Sciencast Management
New Jersey
$436K +$436K +1,150 New
AWS
2108
AJ Wealth Strategies
New York
$436K +$2.18K +6 +0.5%
NL
2109
NWAM LLC
Washington
$436K -$12.4K -34 -3%
AWM
2110
Aries Wealth Management
Maine
$435K
ACP
2111
Aveo Capital Partners
Colorado
$434K +$16.7K +46 +4%
CSWG
2112
Cardinal Strategic Wealth Guidance
Kentucky
$433K -$115K -316 -21%
FP
2113
Financial Perspectives
Minnesota
$430K
CCIA
2114
Campbell & Co Investment Adviser
Maryland
$430K +$430K +1,183 New
ME
2115
McIlrath & Eck
Washington
$430K +$3.63K +10 +0.9%
CIA
2116
Citadel Investment Advisory
Ohio
$429K
MWM
2117
MBE Wealth Management
Wisconsin
$428K -$1.09K -3 -0.3%
OCM
2118
Objective Capital Management
Ohio
$427K -$30.9K -85 -7%
NWM
2119
NEIRG Wealth Management
Massachusetts
$427K +$18.5K +51 +5%
ECU
2120
Eisler Capital (UK)
United Kingdom
$426K -$16.9M -46,621 -98%
BBW
2121
Blue Barn Wealth
Utah
$424K +$22.5K +62 +6%
CAMV
2122
Concord Asset Management (Virginia)
Virginia
$424K +$424K +1,167 New
PCM
2123
Prelude Capital Management
New York
$423K -$94.9K -261 -18%
SPIO
2124
Seven Post Investment Office
California
$423K
HFM
2125
Hartford Financial Management
Connecticut
$423K -$2.18K -6 -0.5%