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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 %
FCM
2201
Family Capital Management
Michigan
$369K +$4.72K +13 +1%
KMWM
2202
Keudell/Morrison Wealth Management
Oregon
$369K +$8.36K +23 +2%
BFC
2203
Bedel Financial Consulting
Indiana
$368K
OWA
2204
Opal Wealth Advisors
New York
$367K -$8.72K -24 -2%
SIG
2205
Sargent Investment Group
Maryland
$367K +$20.5K +56 +6%
FCA
2206
FLC Capital Advisors
California
$366K
SVCP
2207
Silicon Valley Capital Partners
California
$365K +$363 +1 +0.1%
VAG
2208
VisionPoint Advisory Group
Texas
$364K +$1.88K +5 +0.5%
RB
2209
Renasant Bank
Mississippi
$364K -$247K -680 -40%
KWM
2210
Kanen Wealth Management
Florida
$363K
HP
2211
Hyperion Partners
Pennsylvania
$361K +$66.1K +182 +22%
FFA
2212
Fragasso Financial Advisors
Pennsylvania
$359K -$13.8K -38 -4%
SFWA
2213
Summit Financial Wealth Advisors
Louisiana
$359K
LDB
2214
Lee, Danner & Bass
Tennessee
$359K
MCA
2215
MSH Capital Advisors
Arizona
$359K +$363 +1 +0.1%
FFA
2216
Founders Financial Alliance
North Carolina
$359K -$1.83K -5 -0.5%
TFA
2217
Tranquilli Financial Advisor
New Jersey
$357K -$60.3K -166 -14%
PFM
2218
Parsec Financial Management
North Carolina
$357K
XSC
2219
X-Square Capital
Puerto Rico
$356K -$44.3K -122 -11%
GAM
2220
Gemmer Asset Management
California
$356K +$5.09K +14 +1%
HI
2221
Hudock Inc
Pennsylvania
$354K -$14.2K -39 -4%
Cohen & Steers
2222
Cohen & Steers
New York
$354K +$37.8K +104 +12%
IA
2223
Insight Advisors
Pennsylvania
$354K -$256K -705 -42%
SWAG
2224
Spectrum Wealth Advisory Group
California
$352K -$30.5K -84 -8%
AWG
2225
Altus Wealth Group
Colorado
$351K -$413K -1,137 -54%