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Mastercard

2,607 hedge funds and large institutions have $307B invested in Mastercard in 2022 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 1,076 increasing their positions, 1,019 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,607
Holders Change
-22
Holders Change %
-0.84%
% of All Funds
41.26%
Holding in Top 10
269
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.25%
% of All Funds
4.26%
New
167
Increased
1,076
Reduced
1,019
Closed
161
Calls
$3.48B
Puts
$3.32B
Net Calls
+$158M
Net Calls Change
+$541M
Name Holding Trade Value Shares
Change
Shares
Change %
KLWA
2551
Kelly Lawrence W & Associates
California
$36K
JAM
2552
JCIC Asset Management
Ontario, Canada
$36K
DHGWA
2553
Dixon Hughes Goodman Wealth Advisors
North Carolina
$36K
SA
2554
SRH Advisors
Kansas
$35K
OAJ
2555
Ogorek Anthony Joseph
New York
$33K
CI
2556
Cordant Inc
Oregon
$32K +$32K +89 New
IRC
2557
Investors Research Corp
Georgia
$31K
SN
2558
Sittner & Nelson
Oregon
$31K
PP
2559
PrairieView Partners
Minnesota
$31K +$11.4K +32 +58%
FWM
2560
Focused Wealth Management
New York
$29K
GCA
2561
Greenwood Capital Associates
South Carolina
$26K -$6.68M -18,501 -100%
FGAM
2562
Financial Gravity Asset Management
Texas
$25.4K -$5.81K -2,613 -19%
MAM
2563
Marquette Asset Management
Minnesota
$25K
CFN
2564
Cordasco Financial Network
Florida
$25K +$8.1K +23 +48%
GLLW
2565
Graves Light Lenhart Wealth
Virginia
$23K
BA
2566
Bellwether Advisors
Nebraska
$21K
SCA
2567
Stuart Chaussee & Associates
California
$19K
APC
2568
Aspire Private Capital
North Carolina
$19K
SC
2569
Stephens Consulting
Michigan
$18.3K -$716 -2 -4%
EIM
2570
Essex Investment Management
Massachusetts
$18K
LWA
2571
Lowe Wealth Advisors
Maryland
$18K
APW
2572
Acima Private Wealth
Virginia
$18K
SC
2573
Schubert & Co
Texas
$18K +$4.41K +12 +32%
DI
2574
Disciplined Investments
Oklahoma
$18K +$15.9K +45 +750%
HL
2575
Harding Loevner
New Jersey
$17K -$161M -493,547 -100%