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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 %
LFRG
2326
Lazard Frères Gestion
France
$286K -$14K -46 -5%
AWC
2327
Abundance Wealth Counselors
Pennsylvania
$286K -$14.9K -41 -5%
EWA
2328
EP Wealth Advisors
California
$286K -$1.05M -10,038 -79%
MSFP
2329
Mark Sheptoff Financial Planning
Connecticut
$285K
APW
2330
Acima Private Wealth
Virginia
$285K +$267K +734 +1,468%
CSB
2331
City State Bank
Iowa
$284K
HIM
2332
Hillsdale Investment Management
Ontario, Canada
$284K +$32.7K +90 +13%
SPP
2333
Single Point Partners
Massachusetts
$283K -$17.4K -48 -6%
AAMC
2334
Asset Allocation & Management Company
Illinois
$283K
OR
2335
Olympiad Research
Connecticut
$282K +$282K +776 New
WOSD
2336
WFA of San Diego
California
$282K
NIC
2337
Northwest Investment Counselors
Oregon
$281K
VIA
2338
Virtus Investment Advisers
Connecticut
$281K
AAS
2339
Annex Advisory Services
Wisconsin
$280K -$5.82K -16 -2%
GIP
2340
Greatmark Investment Partners
Georgia
$279K
RPCA
2341
Running Point Capital Advisors
California
$279K +$1.82K +5 +0.7%
CWA
2342
CM Wealth Advisors
Ohio
$278K +$25.7K +70 +10%
WTA
2343
Washington Trust Advisors
Massachusetts
$278K -$52.7K -145 -16%
OFG
2344
Oxford Financial Group
Indiana
$277K -$6.91K -19 -2%
BMC
2345
Benin Management Corp
Connecticut
$276K
FMI
2346
F/M Investments
District of Columbia
$276K
ATC
2347
Adirondack Trust Company
New York
$276K
GWM
2348
GSB Wealth Management
Connecticut
$276K -$41.8K -115 -13%
DWM
2349
Denver Wealth Management
Colorado
$276K -$1.09K -3 -0.4%
FI
2350
Financial Insights
Washington
$275K -$48.3K -133 -15%