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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 %
TCM
2301
Tufton Capital Management
Maryland
$300K +$9.09K +25 +3%
VAM
2302
Verity Asset Management
North Carolina
$299K -$20.7K -57 -6%
WDC
2303
Woodward Diversified Capital
California
$299K +$363 +1 +0.1%
CCWM
2304
Cassaday & Co Wealth Management
Virginia
$299K -$40.7K -112 -12%
NL
2305
Navalign LLC
California
$299K
FC
2306
Financial Council
Maryland
$299K
TA
2307
Trellis Advisors
Washington
$298K +$4.36K +12 +1%
LFG
2308
Lockerman Financial Group
California
$296K
NCM
2309
Noesis Capital Mangement
Florida
$295K
TS
2310
Tamar Securities
California
$294K -$727 -2 -0.2%
GAG
2311
Goodman Advisory Group
Massachusetts
$294K -$9.09K -25 -3%
WBG
2312
Wharton Business Group
Pennsylvania
$294K
SIC
2313
Sigma Investment Counselors
Michigan
$294K +$35.6K +98 +14%
T
2314
TCWP
Ohio
$293K -$228K -627 -44%
MPIA
2315
Mountain Pacific Investment Advisers
Idaho
$293K
CSC
2316
Caldwell Sutter Capital
California
$293K +$36.3K +100 +14%
OWM
2317
Orgel Wealth Management
Wisconsin
$291K
CLOS
2318
Compagnie Lombard Odier SCmA
Switzerland
$291K -$1.5M -4,124 -84%
GG
2319
Golden Green
South Carolina
$291K -$621K -1,709 -68%
TFA
2320
Triad Financial Advisors
North Carolina
$289K -$727 -2 -0.3%
PB
2321
Pinnacle Bancorp
Nebraska
$289K
TCG
2322
Tremblant Capital Group
Florida
$289K +$37.4K +103 +15%
FCA
2323
FinTrust Capital Advisors
South Carolina
$287K
HA
2324
Hamel Associates
New Jersey
$287K -$9.09K -25 -3%
CCT
2325
Chemung Canal Trust
New York
$287K