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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 %
MFA
2576
McClarren Financial Advisors
Pennsylvania
$16K -$711 -2 -4%
KA
2577
Kozak & Associates
Colorado
$16K
PGAM
2578
Princeton Global Asset Management
New Jersey
$16K
RAM
2579
Riggs Asset Management
Pennsylvania
$15K
TFGT
2580
TS Financial Group (TSFG)
Illinois
$15K
DFCM
2581
Dark Forest Capital Management
Puerto Rico
$15K +$15K +44 New
SC
2582
Steph & Co
Wisconsin
$13K
CWA
2583
Carolina Wealth Advisors
South Carolina
$13K
LFA
2584
Level Financial Advisors
New York
$12K
ARIS
2585
Advanced Research Investment Solutions
California
$11K +$1.83K +5 +20%
CDIA
2586
Capital Directions Investment Advisors
Georgia
$11K +$11K +32 New
IWP
2587
IAG Wealth Partners
Wisconsin
$10K +$10K +27 New
FCG
2588
Financial Connections Group
California
$9K
ACA
2589
Atlas Capital Advisors
Wyoming
$8.94K -$4.65K -13 -34%
LPWM
2590
Lake Point Wealth Management
Texas
$8K
FA
2591
Financial Avengers
California
$7K
LIM
2592
Longfellow Investment Management
Massachusetts
$6K
S
2593
Surevest
California
$6K
RDFA
2594
Ritter Daniher Financial Advisory
Ohio
$5K -$8.33K -25 -63%
UFF
2595
USA Financial Formulas
Michigan
$5K -$5.71K -16 -53%
EFS
2596
Econ Financial Services
Pennsylvania
$5K
MIM
2597
Macroview Investment Management
Maryland
$5K
TH
2598
TCTC Holdings
Texas
$3K +$3K +9 New
FIA
2599
FNY Investment Advisers
New York
$3K +$3K +9 New
HS
2600
Horan Securities
United States
$2K