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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 %
OAM
2226
Oberweis Asset Management
Illinois
$351K
SWRP
2227
Summit Wealth & Retirement Planning
California
$350K -$219K -602 -38%
LCM
2228
LVM Capital Management
Michigan
$349K -$9.08K -25 -3%
GC
2229
Gratus Capital
Georgia
$348K +$348K +957 New
SIA
2230
Soltis Investment Advisors
Utah
$347K +$34.1K +94 +11%
GWCM
2231
Godshalk Welsh Capital Management
Pennsylvania
$345K
TAM
2232
Townsend Asset Management
North Carolina
$345K +$17.1K +47 +5%
LWM
2233
Liberty Wealth Management
California
$345K +$345K +932 New
NGA
2234
Naples Global Advisors
Florida
$343K
CWM
2235
Campbell Wealth Management
Virginia
$342K -$3.63K -10 -1%
WPC
2236
Waters Parkerson & Co
Louisiana
$342K
FL
2237
Fort LP
Maryland
$340K -$128K -352 -27%
LWM
2238
Lodestone Wealth Management
Washington
$339K +$34.9K +96 +11%
PCG
2239
Prosperity Consulting Group
Maryland
$338K -$36K -99 -10%
RPCONE
2240
Retirement Planning Company of New England
Rhode Island
$337K -$5.09K -14 -1%
BFW
2241
Brady Family Wealth
Missouri
$336K
JCM
2242
Janney Capital Management
Pennsylvania
$336K +$115K +316 +52%
CGA
2243
Crescent Grove Advisors
Illinois
$336K
CIS
2244
Continental Investors Services
Washington
$334K
UBV
2245
United Bank (Virginia)
Virginia
$333K +$4.36K +12 +1%
LSIA
2246
LaSalle St. Investment Advisors
Illinois
$333K +$333K +918 New
AIM
2247
Avity Investment Management
Connecticut
$333K +$333K +915 New
BWM
2248
Baystate Wealth Management
Massachusetts
$330K +$1.82K +5 +0.6%
FCA
2249
Fortis Capital Advisors
Kansas
$329K -$25.1K -69 -7%
SAG
2250
Spotlight Asset Group
Illinois
$329K +$329K +1,088 New