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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 %
BAAM
2151
Baker Avenue Asset Management
California
$405K -$137K -378 -25%
PNC
2152
Park National Corp
Ohio
$404K -$39.2K -108 -9%
GHA
2153
Granite Harbor Advisors
Texas
$404K +$60.7K +167 +18%
CIM
2154
Contravisory Investment Management
Massachusetts
$403K -$1.09K -3 -0.3%
FIM
2155
Fernwood Investment Management
Massachusetts
$403K +$10.9K +30 +3%
TWM
2156
Tradition Wealth Management
Minnesota
$402K -$14.2K -39 -3%
SIC
2157
Salem Investment Counselors
North Carolina
$401K +$24.7K +68 +7%
WCM
2158
Wallace Capital Management
Texas
$400K
PA
2159
Prism Advisors
California
$400K
OCM
2160
Orion Capital Management
California
$398K -$51.2K -141 -11%
MW
2161
MBL Wealth
North Carolina
$395K -$2.91K -8 -0.7%
WCWM
2162
Willow Creek Wealth Management
California
$395K
LFG
2163
Larson Financial Group
Missouri
$394K +$136K +374 +53%
CCM
2164
Consolidated Capital Management
California
$392K -$19.6K -54 -5%
WDG
2165
Wealth Dimensions Group
Ohio
$392K -$169K -465 -30%
DWP
2166
Destiny Wealth Partners
Florida
$392K +$5.09K +14 +1%
AA
2167
Auxano Advisors
Washington
$392K -$1.09K -3 -0.3%
NAM
2168
NTV Asset Management
West Virginia
$390K +$18.9K +52 +5%
HGWM
2169
Horst & Graben Wealth Management
Oregon
$388K -$196K -540 -34%
LWA
2170
Lineweaver Wealth Advisors
Ohio
$388K +$8.38K +23 +2%
GSEP
2171
Golden State Equity Partners
California
$387K +$387K +1,066 New
SAM
2172
Summit Asset Management
Tennessee
$387K
PFG
2173
Prosperity Financial Group
California
$387K +$3.27K +9 +0.9%
LF
2174
Lantz Financial
Illinois
$386K -$25.1K -69 -6%
GAA
2175
Global Assets Advisory
Florida
$385K +$2.61K +7 +0.7%