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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 %
SIM
2551
Studio Investment Management
Illinois
$11K +$11K +35 New
TWP
2552
TFO Wealth Partners
Ohio
$11K +$11K +36 New
CDIA
2553
Capital Directions Investment Advisors
Georgia
$10K
ARIS
2554
Advanced Research Investment Solutions
California
$9K
ACA
2555
Atlas Capital Advisors
Wyoming
$7.89K
HT
2556
HighTower Trust
Texas
$7.13K +$42 +128 +0.6%
LPWM
2557
Lake Point Wealth Management
Texas
$7K
DWA
2558
Delos Wealth Advisors
Texas
$6K -$402K -1,340 -99%
FA
2559
Financial Avengers
California
$6K
LIM
2560
Longfellow Investment Management
Massachusetts
$6K
TJHA
2561
Thomas J. Herzfeld Advisors
Florida
$5K -$66.3K -199 -93%
BA
2562
Bellwether Advisors
Nebraska
$5K -$13.4K -43 -73%
MIM
2563
Macroview Investment Management
Maryland
$5K
RDFA
2564
Ritter Daniher Financial Advisory
Ohio
$5K
TH
2565
TCTC Holdings
Texas
$5K +$2K +6 +67%
UFF
2566
USA Financial Formulas
Michigan
$4K -$308 -1 -7%
FIA
2567
FNY Investment Advisers
New York
$4K +$1.6K +6 +67%
JC
2568
JCSD Capital
California
$3K -$1.14M -3,790 -100%
PI
2569
PEAK6 Investments
Illinois
$2.03K +$2.03K +7 New
HS
2570
Horan Securities
United States
$2K
IAIM
2571
International Assets Investment Management
Florida
$1.18K -$405 -1,284 -26%
IWP
2572
IAG Wealth Partners
Wisconsin
$1K -$12.5K -25 -93%
TCWA
2573
Ten Capital Wealth Advisors
Washington
$1K
1IA
2574
1834 Investment Advisors
Wisconsin
$1K
WWP
2575
WR Wealth Planners
Missouri
$946