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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 %
SPWG
2276
Sage Private Wealth Group
Illinois
$314K -$24K -66 -7%
CP
2277
Coho Partners
Pennsylvania
$314K -$9.09K -25 -3%
BCAM
2278
Boston Common Asset Management
Massachusetts
$313K -$1.11M -3,049 -78%
LA
2279
Lakeside Advisors
Washington
$313K -$14.5K -40 -4%
HCA
2280
Heck Capital Advisors
Wisconsin
$313K
TA
2281
Townsend & Associates
Colorado
$312K +$84.4K +222 +37%
WC
2282
Woodstock Corp
Massachusetts
$312K
SCA
2283
Stonebridge Capital Advisors
Minnesota
$311K -$5.45K -15 -2%
CPW
2284
Crestmont Private Wealth
Texas
$310K +$44K +121 +17%
FFA
2285
Farther Finance Advisors
California
$309K +$7.63K +21 +3%
KSWA
2286
Kathleen S. Wright Associates
Pennsylvania
$307K
GWM
2287
Gitterman Wealth Management
New Jersey
$307K +$307K +845 New
WRPWM
2288
Werba Rubin Papier Wealth Management
California
$307K +$1.82K +5 +0.6%
AIA
2289
Alera Investment Advisors
Illinois
$307K +$53.4K +147 +21%
TIA
2290
Tiemann Investment Advisors
California
$306K
OFS
2291
Oldfather Financial Services
Nebraska
$304K +$6.18K +17 +2%
TPWA
2292
TRUE Private Wealth Advisors
Oregon
$303K -$24.7K -68 -8%
PFWA
2293
Paces Ferry Wealth Advisors
Georgia
$302K +$10.5K +29 +4%
AWP
2294
Atlas Wealth Partners
Pennsylvania
$302K
EBA
2295
Eagle Bay Advisors
New York
$302K -$86.9K -239 -22%
TA
2296
TFB Advisors
Kansas
$301K -$5.82K -16 -2%
MF
2297
Montis Financial
Massachusetts
$301K +$6.91K +19 +2%
Financial Engines Advisors
2298
Financial Engines Advisors
California
$301K -$52.7K -145 -15%
CWA
2299
Canvas Wealth Advisors
Kansas
$301K +$5.98K +16 +2%
GWM
2300
GDS Wealth Management
Texas
$300K +$26.9K +74 +10%