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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 %
RCM
2426
RNC Capital Management
California
$246K +$246K +678 New
SAF
2427
Smith Anglin Financial
Texas
$246K -$7.27K -20 -3%
CT
2428
Colonial Trust
South Carolina
$245K +$25.8K +71 +12%
GSIAS
2429
Garden State Investment Advisory Services
New Jersey
$245K +$245K +675 New
TAM
2430
Titleist Asset Management
Texas
$245K +$245K +675 New
HWM
2431
HFG Wealth Management
Texas
$244K +$244K +672 New
IUHSA
2432
Itau Unibanco Holding S.A.
Brazil
$244K +$244K +671 New
KWA
2433
KCS Wealth Advisory
California
$243K +$16.4K +45 +7%
WDL
2434
Well Done LLC
Michigan
$243K -$1.82K -5 -0.7%
WWM
2435
Wagner Wealth Management
South Carolina
$243K -$8K -22 -3%
GCA
2436
Genesee Capital Advisors
New York
$242K -$27.3K -75 -10%
FG
2437
Foster Group
Iowa
$242K +$242K +665 New
BBA
2438
Braun-Bostich & Associates
Pennsylvania
$241K -$5.09K -14 -2%
TCM
2439
Tandem Capital Management
New Jersey
$241K -$2.18K -6 -0.9%
GFPC
2440
Global Financial Private Client
Florida
$241K
TBC
2441
Ted Buchan & Co
California
$241K +$23.6K +65 +11%
CWS
2442
Cypress Wealth Services
California
$240K -$66.9K -184 -22%
FFA
2443
Fi3 Financial Advisors
Indiana
$239K +$11.3K +31 +5%
NFG
2444
Nadler Financial Group
Illinois
$239K +$15.6K +43 +7%
G
2445
GenTrust
Florida
$237K +$237K +654 New
OHWP
2446
Oak Harbor Wealth Partners
North Carolina
$236K +$236K +649 New
VCM
2447
Vigilant Capital Management
Maine
$235K -$36K -99 -13%
CW
2448
Channel Wealth
California
$234K +$234K +643 New
SWA
2449
Sutton Wealth Advisors
Florida
$233K -$498K -1,371 -68%
APW
2450
Austin Private Wealth
Texas
$233K -$28K -77 -11%