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Mastercard

2,578 hedge funds and large institutions have $230B invested in Mastercard in 2022 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 973 increasing their positions, 1,108 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,578
Holders Change
-29
Holders Change %
-1.11%
% of All Funds
43.59%
Holding in Top 10
289
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+7.43%
% of All Funds
4.89%
New
139
Increased
973
Reduced
1,108
Closed
136
Calls
$2.55B
Puts
$2.5B
Net Calls
+$50.9M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Shares
Change %
CFFP
2476
Center for Financial Planning
Michigan
$59K
HFS
2477
Heritage Financial Services
Massachusetts
$58K +$58K +187 New
PCA
2478
Providence Capital Advisors
North Carolina
$57K
SSC
2479
Syverson Strege & Co
Iowa
$57K +$19.3K +61 +51%
BAM
2480
Baldrige Asset Management
Pennsylvania
$55K
CBT
2481
CoreFirst Bank & Trust
Kansas
$54K
HFS
2482
HBC Financial Services
Washington
$53K
DWMG
2483
DB Wealth Management Group
California
$53K
LFG
2484
Larson Financial Group
Missouri
$50K +$314 +1 +0.6%
AW
2485
Avion Wealth
Texas
$50K +$7.6K +24 +18%
MCA
2486
Maryland Capital Advisors
Maryland
$49K
BBPWM
2487
Blue Bell Private Wealth Management
Pennsylvania
$49K +$1.57K +5 +3%
HI
2488
Hoey Investments
Pennsylvania
$49K +$49K +156 New
ECM
2489
Estabrook Capital Management
New York
$48.3K
CPFP
2490
Clear Perspectives Financial Planning
Ohio
$47K
NICM
2491
Neo Ivy Capital Management
New York
$47K +$47K +149 New
RA
2492
Rise Advisors
New York
$45K -$2.54K -8 -5%
APW
2493
Axim Planning & Wealth
Ohio
$45K +$45K +142 New
FRA
2494
Front Row Advisors
California
$44K -$5.34K -17 -11%
SWM
2495
Sugarloaf Wealth Management
Georgia
$44K
WSC
2496
Wellington Shields & Co
New York
$44K +$44K +140 New
CWA
2497
Clearview Wealth Advisors
Oregon
$43K -$3.16K -10 -7%
AIM
2498
Arcadia Investment Management
Michigan
$43K
FCG
2499
Financial Connections Group
California
$42K +$33.9K +109 +419%
ANBT
2500
American National Bank & Trust
Texas
$41K