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Mastercard

2,692 hedge funds and large institutions have $253B invested in Mastercard in 2022 Q4 according to their latest regulatory filings, with 317 funds opening new positions, 934 increasing their positions, 1,108 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,692
Holders Change
+152
Holders Change %
+5.98%
% of All Funds
43.43%
Holding in Top 10
351
Holding in Top 10 Change
+89
Holding in Top 10 Change %
+33.97%
% of All Funds
5.66%
New
317
Increased
934
Reduced
1,108
Closed
111
Calls
$3.68B
Puts
$3.4B
Net Calls
+$280M
Net Calls Change
-$415M
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
2601
Osterweis Capital Management
California
$42.1K -$20.2K -58 -32%
RG
2602
Retirement Group
California
$42K +$42K +120 New
SSC
2603
Syverson Strege & Co
Iowa
$41.7K
GFWA
2604
Grey Fox Wealth Advisors
Delaware
$40.7K +$40.7K +117 New
RWM
2605
Ruedi Wealth Management
Illinois
$40.7K +$40.7K +117 New
MIFH
2606
Migdal Insurance & Financial Holdings
Israel
$40K +$8.42K +24 +27%
RFG
2607
RFP Financial Group
Georgia
$38.9K +$38.9K +112 New
IRC
2608
Investors Research Corp
Georgia
$37.2K
AWM
2609
AllSquare Wealth Management
New York
$35.8K
JAM
2610
JCIC Asset Management
Ontario, Canada
$35K
LFA
2611
Legend Financial Advisors
Pennsylvania
$34.8K
AA
2612
AlphaMark Advisors
Kentucky
$34K -$10.4K -30 -23%
SA
2613
SRH Advisors
Kansas
$34K
CBT
2614
Central Bank & Trust
Kentucky
$33.7K +$4.52K +13 +15%
GIS
2615
Grayhawk Investment Strategies
Alberta, Canada
$32K +$31.7K +6,411 +9,863%
SN
2616
Sittner & Nelson
Oregon
$30.3K
TF
2617
TimeScale Financial
Massachusetts
$30.1K
FPFS
2618
First Personal Financial Services
North Carolina
$29.9K -$18.1K -52 -38%
FWM
2619
Focused Wealth Management
New York
$29.4K +$1.04K +3 +4%
MPCL
2620
My Personal CFO LLC
Washington
$29.2K +$29.2K +84 New
UIA
2621
Ulland Investment Advisors
Minnesota
$29K
FGAM
2622
Financial Gravity Asset Management
Texas
$28.4K -$573K -7,036 -95%
FSWA
2623
Financial Synergies Wealth Advisors
Texas
$28.3K +$346 +1 +1%
SIC
2624
SJS Investment Consulting
Ohio
$28.2K -$80.3K -231 -74%
CWA
2625
Clearview Wealth Advisors
Oregon
$27.5K -$5.57K -16 -17%