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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 %
WHG
2451
Westwood Holdings Group
Texas
$233K +$233K +640 New
SWP
2452
Strategic Wealth Partners
Ohio
$233K -$15.6K -43 -6%
ZIG
2453
Zullo Investment Group
Pennsylvania
$232K +$9.46K +26 +4%
BCP
2454
Blackhawk Capital Partners
Wisconsin
$232K -$30.9K -85 -12%
HGERS
2455
Householder Group Estate & Retirement Specialist
Arizona
$232K -$37.1K -102 -14%
MSE
2456
MUFG Securities EMEA
United Kingdom
$231K
BW
2457
BIP Wealth
Georgia
$231K +$231K +620 New
MWP
2458
Meridian Wealth Partners
Pennsylvania
$230K +$230K +634 New
WIC
2459
WealthBridge Investment Counsel
Alberta, Canada
$230K
RDIA
2460
RE Dickinson Investment Advisors
Iowa
$230K +$11.6K +32 +5%
FDS
2461
Freedom Day Solutions
Texas
$229K
WSWA
2462
Warren Street Wealth Advisors
California
$229K +$229K +629 New
EA
2463
Echo45 Advisors
California
$229K +$229K +629 New
JSAM
2464
J. Safra Asset Management
New York
$227K +$227K +626 New
BDFN
2465
Bond & Devick Financial Network
Minnesota
$227K
PWA
2466
Peterson Wealth Advisors
Utah
$227K +$4.36K +12 +2%
GAMC
2467
Garner Asset Management Corp
Texas
$227K -$5.09K -14 -2%
DA
2468
DSC Advisors
Illinois
$226K -$57.1K -157 -20%
FBB
2469
Fulton Breakefield Broenniman
Maryland
$226K +$226K +621 New
CICI
2470
Capital Investment Counsel Inc
North Carolina
$223K
UW
2471
Unique Wealth
Florida
$223K +$2.54K +7 +1%
CA
2472
Callahan Advisors
Texas
$223K -$18.2K -50 -8%
NG
2473
Northstar Group
New York
$223K
GF
2474
Goodman Financial
Texas
$223K +$223K +613 New
PWAG
2475
Polaris Wealth Advisory Group
California
$223K +$27.3K +75 +14%