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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 %
CPWA
2251
Cerro Pacific Wealth Advisors
California
$329K -$324K -892 -50%
FDDB
2252
Fidelity D&D Bancorp
Pennsylvania
$328K +$328K +682 New
CC
2253
Constitution Capital
Connecticut
$327K
LD
2254
Lipe & Dalton
New York
$327K
HCP
2255
Hexagon Capital Partners
Arkansas
$324K -$13.8K -38 -4%
AF
2256
Alerus Financial
North Dakota
$323K -$315K -867 -49%
JIC
2257
Joel Isaacson & Co
New York
$323K +$23.6K +65 +8%
DWP
2258
Daymark Wealth Partners
Ohio
$322K -$104K -285 -24%
GAG
2259
GM Advisory Group
New York
$321K +$4.72K +13 +1%
TNA
2260
True North Advisors
Texas
$321K +$22.9K +63 +8%
PPW
2261
Parcion Private Wealth
Washington
$321K +$321K +883 New
CC
2262
Corton Capital
Ontario, Canada
$321K -$312K -858 -49%
FAG
2263
Fortitude Advisory Group
Washington
$320K -$9.81K -27 -3%
LGG
2264
Luts & Greenleigh Group
Maryland
$320K +$3.27K +9 +1%
IW
2265
Imprint Wealth
South Carolina
$318K +$318K +848 New
IVP
2266
Intrinsic Value Partners
Arizona
$318K -$9.09K -25 -3%
CFA
2267
Capstone Financial Advisors
Illinois
$317K -$155K -426 -33%
GPA
2268
Guerra Pan Advisors
New Jersey
$317K +$6.91K +19 +2%
DIP
2269
DT Investment Partners
Pennsylvania
$316K
PL
2270
Parthenon LLC
Kentucky
$315K
O
2271
Ossiam
France
$315K +$145K +399 +85%
HCA
2272
Horan Capital Advisors
Ohio
$315K +$73K +201 +30%
MPW
2273
MGO Private Wealth
California
$315K +$10.5K +29 +3%
EWM
2274
Endowment Wealth Management
Wisconsin
$314K -$8.35K -23 -3%
SAM
2275
Strategy Asset Managers
California
$314K -$28K -77 -8%