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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 %
OFS
2176
OneAscent Financial Services
Alabama
$382K -$66.1K -182 -15%
SAMT
2177
Select Asset Management & Trust
Pennsylvania
$382K +$20K +55 +6%
ST
2178
Somerset Trust
Pennsylvania
$381K +$1.82K +5 +0.5%
CHP
2179
Cable Hill Partners
Oregon
$381K +$95.6K +263 +34%
DTC
2180
Davidson Trust Company
Washington
$380K +$380K +1,047 New
MPI
2181
Mairs & Power Inc
Minnesota
$380K +$113K +311 +42%
RFN
2182
Redwood Financial Network
Ohio
$379K
RCA
2183
Resonant Capital Advisors
Wisconsin
$379K +$53.8K +148 +17%
HVIA
2184
Hudson Valley Investment Advisors
New York
$379K
C
2185
Covestor
United Kingdom
$378K -$91.7K -252 -20%
FA
2186
Fortis Advisors
Pennsylvania
$378K
MC
2187
Merlin Capital
Rhode Island
$377K -$57.1K -157 -13%
CVM
2188
Cheviot Value Management
California
$377K
SBWIC
2189
Schaper Benz & Wise Investment Counsel
Wisconsin
$376K
JWBC
2190
J.W. Burns & Co
New York
$376K +$56.3K +155 +18%
EFMC
2191
Empire Financial Management Company
New York
$376K +$376K +1,034 New
AFA
2192
American Financial Advisors
Georgia
$375K
RFG
2193
Range Financial Group
Oregon
$375K -$24.7K -68 -6%
LAS
2194
LWM Advisory Services
Florida
$373K +$364 +1 +0.1%
BBNB
2195
Baker Boyer National Bank
Washington
$373K -$6.91K -19 -2%
RRCM
2196
Rappaport Reiches Capital Management
Illinois
$372K
PW
2197
Peninsula Wealth
California
$370K +$19.6K +54 +6%
EHWM
2198
Eads & Heald Wealth Management
Georgia
$370K +$38.9K +107 +12%
VCP
2199
Verus Capital Partners
Arizona
$370K -$26.9K -74 -7%
GSC
2200
Grey Street Capital
Illinois
$370K +$370K +1,017 New