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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 %
MWC
2351
MBM Wealth Consultants
Missouri
$275K
ECM
2352
Elgethun Capital Management
South Dakota
$275K
KFA
2353
Kapstone Financial Advisors
Ohio
$274K
JWM
2354
Janiczek Wealth Management
Colorado
$274K +$42.5K +114 +18%
DFA
2355
DHJJ Financial Advisors
Illinois
$274K -$4.36K -12 -2%
CFO
2356
Collective Family Office
Pennsylvania
$273K +$273K +752 New
MIM
2357
Merrion Investment Management
New Jersey
$273K -$723K -1,990 -73%
KWM
2358
Kaydan Wealth Management
Michigan
$273K -$32K -88 -11%
CB
2359
Centennial Bank
Arkansas
$273K
FFC
2360
First Financial Corp
Indiana
$273K
SFG
2361
SNS Financial Group
Minnesota
$272K +$37.4K +103 +16%
FH
2362
FWG Holdings
Florida
$272K -$434K -1,194 -61%
MAC
2363
Mason & Associates (California)
California
$272K +$272K +748 New
MF
2364
Manchester Financial
California
$272K +$5.45K +15 +2%
IWN
2365
Independent Wealth Network
Iowa
$270K +$31.6K +87 +13%
SL
2366
Sentinus LLC
Illinois
$270K +$270K +743 New
MS
2367
Madden Securities
Texas
$270K
FCMT
2368
Founders Capital Management (Texas)
Texas
$269K -$36.4K -100 -12%
GCWM
2369
Graham Capital Wealth Management
District of Columbia
$269K +$269K +74 New
IA
2370
IFG Advisory
Georgia
$269K -$9.46K -26 -3%
OWA
2371
Octavia Wealth Advisors
Ohio
$267K +$21.8K +60 +9%
CCA
2372
Covey Capital Advisors
Georgia
$267K
OWA
2373
Outlook Wealth Advisors
Texas
$267K -$8K -22 -3%
MWA
2374
Motive Wealth Advisors
Michigan
$266K -$36.7K -101 -12%
LFA
2375
Landmark Financial Advisors
Kentucky
$266K +$266K +732 New