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Mastercard

2,540 hedge funds and large institutions have $209B invested in Mastercard in 2022 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 931 increasing their positions, 1,106 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,540
Holders Change
-38
Holders Change %
-1.47%
% of All Funds
43.92%
Holding in Top 10
262
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-9.34%
% of All Funds
4.53%
New
130
Increased
931
Reduced
1,106
Closed
136
Calls
$2.93B
Puts
$2.24B
Net Calls
+$695M
Net Calls Change
+$645M
Name Holding Trade Value Shares
Change
Shares
Change %
SN
2476
Sittner & Nelson
Oregon
$25K
CBT
2477
Central Bank & Trust
Kentucky
$24K -$6K -21 -20%
AS
2478
Altshuler Shaham
Israel
$24K +$857 +3 +4%
FSWA
2479
Financial Synergies Wealth Advisors
Texas
$23.1K +$1.14K +4 +5%
UIA
2480
Ulland Investment Advisors
Minnesota
$23K -$7.01K -25 -23%
FWM
2481
Focused Wealth Management
New York
$23K
CMP
2482
Coston McIsaac & Partners
Maine
$22K
GM
2483
GeoWealth Management
Illinois
$22K +$282 +1 +1%
BCM
2484
Birch Capital Management
Texas
$21.8K
RAM
2485
Riggs Asset Management
Pennsylvania
$21K +$8.63K +30 +70%
SC
2486
Stephens Consulting
Michigan
$19.6K +$5.12K +18 +35%
HL
2487
Harding Loevner
New Jersey
$17K +$2.02K +7 +13%
BA
2488
Bellwether Advisors
Nebraska
$17K +$12.5K +45 +281%
SC
2489
Schubert & Co
Texas
$16K -$10.4K -37 -39%
ACM
2490
Absolute Capital Management
Pennsylvania
$15.1K +$15.1K +53 New
KA
2491
Kozak & Associates
Colorado
$15K -$588 -2 -4%
SCA
2492
Stuart Chaussee & Associates
California
$15K
TC
2493
Truvestments Capital
Florida
$15K
APC
2494
Aspire Private Capital
North Carolina
$15K
APW
2495
Acima Private Wealth
Virginia
$14.2K
EIM
2496
Essex Investment Management
Massachusetts
$14K
LWA
2497
Lowe Wealth Advisors
Maryland
$14K
HC
2498
Hoese & Co
Minnesota
$14K +$14K +50 New
DI
2499
Disciplined Investments
Oklahoma
$13K -$4.91K -17 -27%
PGAM
2500
Princeton Global Asset Management
New Jersey
$13K