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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 %
TI
2601
Truepoint Inc
Ohio
-$260K -825 Closed
CW
2602
Cook Wealth
North Carolina
-$288K -817 Closed
PFA
2603
Pure Financial Advisors
California
-$250K -794 Closed
KFA
2604
Krane Funds Advisors
New York
-$248K -785 Closed
QP
2605
Quilter Plc
United Kingdom
-$245K -777 Closed
BSSFA
2606
Baron Silver Stevens Financial Advisors
Florida
-$242K -770 Closed
LAS
2607
Lloyd Advisory Services
Georgia
-$238K -758 Closed
IWN
2608
Independent Wealth Network
Iowa
-$235K -746 Closed
CRI
2609
Colonial River Investments
Virginia
-$235K -744 Closed
CFO
2610
Collective Family Office
Pennsylvania
-$233K -740 Closed
BCP
2611
Blackhawk Capital Partners
Wisconsin
-$233K -739 Closed
CAIMH
2612
Central Asset Investments & Management Holdings
Hong Kong
-$232K -736 Closed
RF
2613
Rollins Financial
Georgia
-$232K -736 Closed
PWA
2614
Phoenix Wealth Advisors
North Carolina
-$231K -733 Closed
BDF
2615
Black Diamond Financial
Maryland
-$230K -730 Closed
SWP
2616
Strategic Wealth Partners
Ohio
-$227K -718 Closed
CPIA
2617
Cornell Pochily Investment Advisors
New York
-$223K -708 Closed
HG
2618
Harbor Group
New Hampshire
-$222K -703 Closed
IIC
2619
Integrated Investment Consultants
Michigan
-$220K -696 Closed
WFA
2620
Wellspring Financial Advisors
Ohio
-$219K -694 Closed
ICP
2621
Interchange Capital Partners
Pennsylvania
-$218K -693 Closed
CWM
2622
C2C Wealth Management
Arizona
-$235K -691 Closed
VRM
2623
Vectors Research Management
New York
-$217K -689 Closed
HC
2624
HNP Capital
New York
-$217K -689 Closed
CWA
2625
CM Wealth Advisors
Ohio
-$217K -688 Closed