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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 %
CCM
2376
Carlson Capital Management
Minnesota
$266K +$29.4K +81 +12%
SC
2377
Saiph Capital
New Jersey
$265K +$16.7K +46 +7%
HCM
2378
Highview Capital Management
Illinois
$265K -$16.7K -46 -6%
TWP
2379
Tempus Wealth Planning
California
$265K -$56.7K -156 -18%
PWM
2380
PBMares Wealth Management
Virginia
$264K
DA
2381
Drake & Associates
Wisconsin
$263K -$15.6K -43 -6%
CRWM
2382
Castle Rock Wealth Management
California
$263K +$2.68K +7 +1%
DU
2383
Delphia (USA)
Ontario, Canada
$262K -$320K -881 -55%
JFA
2384
JNBA Financial Advisors
Minnesota
$262K
FBC
2385
Fairfield, Bush & Co
Connecticut
$262K -$72.7K -200 -22%
DWMS
2386
Dominguez Wealth Management Solutions
Virginia
$261K
CWM
2387
Chicago Wealth Management
Illinois
$261K
FB
2388
First Bancorp
Maine
$261K -$2.54K -7 -1%
WFA
2389
Wellspring Financial Advisors
Ohio
$261K -$1.82K -5 -0.7%
TVWM
2390
Tower View Wealth Management
Wisconsin
$260K +$8.34K +23 +3%
XWM
2391
Xcel Wealth Management
Florida
$259K
AIA
2392
AIMZ Investment Advisors
California
$259K
CIAS
2393
CFS Investment Advisory Services
New Jersey
$259K +$14.5K +40 +6%
AFAS
2394
Acorn Financial Advisory Services
Virginia
$258K -$35.3K -97 -12%
CA
2395
Calton & Associates
Florida
$258K -$225K -619 -47%
WMA
2396
West Michigan Advisors
Michigan
$258K +$258K +709 New
ZF
2397
Zhang Financial
Michigan
$257K -$28K -77 -10%
RTC
2398
Riverview Trust Company
Washington
$257K
AFP
2399
Alpha Financial Partners
Kentucky
$257K +$8K +22 +3%
HC
2400
Hendley & Co
Ohio
$256K -$3.63K -10 -1%