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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 %
JWBC
2501
John W. Brooker & Co
California
$40K
FCT
2502
First Community Trust
Iowa
$40K
WAM
2503
WFA Asset Management
Wisconsin
$40K
JPLA
2504
Joseph P. Lucia & Associates
New York
$39K
RG
2505
Retirement Group
California
$38K
WPWM
2506
Western Pacific Wealth Management
Illinois
$35K +$315 +1 +0.9%
UWM
2507
Urban Wealth Management
California
$35K +$35K +110 New
UIA
2508
Ulland Investment Advisors
Minnesota
$34K
TF
2509
TimeScale Financial
Massachusetts
$33K
CBT
2510
Central Bank & Trust
Kentucky
$33K
KLWA
2511
Kelly Lawrence W & Associates
California
$32K
JAM
2512
JCIC Asset Management
Ontario, Canada
$32K
AWM
2513
AllSquare Wealth Management
New York
$32K
SA
2514
SRH Advisors
Kansas
$31K
IRC
2515
Investors Research Corp
Georgia
$31K +$3.2K +10 +11%
GIS
2516
Grayhawk Investment Strategies
Alberta, Canada
$31K +$31K +76 New
SC
2517
Schubert & Co
Texas
$30K +$14.4K +45 +92%
PP
2518
PrairieView Partners
Minnesota
$27K
SN
2519
Sittner & Nelson
Oregon
$27K
AS
2520
Altshuler Shaham
Israel
$26K -$9.95K -31 -28%
FWM
2521
Focused Wealth Management
New York
$26K
CMP
2522
Coston McIsaac & Partners
Maine
$25K +$25K +80 New
BRWM
2523
B. Riley Wealth Management
Tennessee
$24.4K -$17.7K -9,735 -42%
FSWA
2524
Financial Synergies Wealth Advisors
Texas
$24.4K +$24.4K +77 New
BCM
2525
Birch Capital Management
Texas
$24.1K +$24.1K +77 New