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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 %
CYG
2401
Clean Yield Group
Vermont
$255K
PFA
2402
Pure Financial Advisors
California
$255K -$18.2K -50 -7%
PWA
2403
Phoenix Wealth Advisors
North Carolina
$254K
BDAM
2404
Blue Door Asset Management
Connecticut
$254K +$254K +700 New
RGC
2405
Roberts, Glore & Co
Illinois
$254K
XF
2406
XML Financial
Maryland
$254K +$30.5K +84 +14%
TFA
2407
Teamwork Financial Advisors
Texas
$253K +$11.6K +32 +5%
NMG
2408
New Millennium Group
Utah
$252K -$380K -1,045 -60%
BG
2409
Benedetti & Gucer
Georgia
$252K +$252K +694 New
HC
2410
HNP Capital
New York
$250K
HWA
2411
HHM Wealth Advisors
Tennessee
$250K
VRM
2412
Vectors Research Management
New York
$250K
WF
2413
Wayfinding Financial
Washington
$250K +$250K +690 New
ARC
2414
Advisor Resource Council
Texas
$249K +$249K +684 New
CRI
2415
Colonial River Investments
Virginia
$249K +$4K +11 +2%
KCM
2416
Kanawha Capital Management
Virginia
$249K -$81.8K -225 -25%
SFA
2417
Source Financial Advisors
New York
$248K +$248K +683 New
AP
2418
Arlington Partners
Alabama
$248K -$104K -285 -29%
HG
2419
Harbor Group
New Hampshire
$248K
BTIM
2420
BancFirst Trust & Investment Management
Oklahoma
$248K -$230K -640 -48%
WCG
2421
Weaver Consulting Group
California
$247K
BDF
2422
Black Diamond Financial
Maryland
$247K +$5.09K +14 +2%
BI
2423
Ballast Inc
Kentucky
$247K -$9.09K -25 -4%
GWP
2424
Gateway Wealth Partners
Wisconsin
$247K -$1.09K -3 -0.4%
MPCG
2425
Matrix Private Capital Group
New York
$246K -$20K -55 -8%