MA icon

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 %
FFG
2126
Frisch Financial Group
New York
$423K -$113K -311 -21%
ACM
2127
AlphaStar Capital Management
North Carolina
$422K -$188K -517 -31%
PWP
2128
Phillips Wealth Planners
Mississippi
$421K +$14.4K +38 +4%
RCG
2129
Rock Creek Group
District of Columbia
$421K -$74.9K -206 -15%
FCFS
2130
First Command Financial Services
Texas
$420K -$1.09K -3 -0.3%
FCB
2131
First Command Bank
Texas
$420K -$1.09K -3 -0.3%
GBWM
2132
Granite Bay Wealth Management
New Hampshire
$420K +$420K +1,156 New
SMH
2133
Sanders Morris Harris
Texas
$419K -$869K -2,390 -67%
DPI
2134
Diversified Portfolios Inc
Michigan
$418K -$87.2K -240 -17%
FPAS
2135
Focus Partners Advisor Solutions
Missouri
$417K -$230K -633 -36%
RWA
2136
Redhawk Wealth Advisors
Minnesota
$417K +$32K +88 +8%
AFG
2137
Albion Financial Group
Utah
$416K +$6.91K +19 +2%
ACP
2138
Arcus Capital Partners
Georgia
$415K
WP
2139
Westmount Partners
California
$412K -$6.18K -17 -1%
CWP
2140
Cyndeo Wealth Partners
Florida
$412K -$6.18K -17 -1%
CPM
2141
Connective Portfolio Management
New York
$412K
HCM
2142
Horiko Capital Management
New York
$411K -$120K -330 -23%
SRC
2143
Sage Rhino Capital
California
$409K +$36.7K +101 +10%
CWM
2144
Centurion Wealth Management
Virginia
$409K +$19.6K +54 +5%
BCM
2145
Becker Capital Management
Oregon
$408K -$270K -743 -40%
CCA
2146
Conestoga Capital Advisors
Pennsylvania
$407K
CAM
2147
Claret Asset Management
Quebec, Canada
$407K -$364 -1 -0.1%
ZIC
2148
ZWJ Investment Counsel
Georgia
$407K -$83.6K -230 -17%
CCM
2149
Crew Capital Management
Ohio
$407K +$2.18K +6 +0.5%
KF
2150
Krilogy Financial
Missouri
$406K +$2.54K +7 +0.6%