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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 %
SQA
2651
Simon Quick Advisors
New Jersey
-$263K -735 Closed
PCM
2652
Prelude Capital Management
New York
-$256K -717 Closed
WIC
2653
WealthBridge Investment Counsel
Alberta, Canada
-$251K -702 Closed
MWA
2654
Monograph Wealth Advisors
California
-$250K -699 Closed
BG
2655
Benedetti & Gucer
Georgia
-$248K -694 Closed
AA
2656
Aire Advisors
California
-$246K -689 Closed
MCM
2657
Morton Capital Management
California
-$235K -657 Closed
ML
2658
McAdam LLC
Pennsylvania
-$229K -641 Closed
RCM
2659
RNC Capital Management
California
-$229K -640 Closed
AP
2660
Adero Partners
California
-$228K -638 Closed
FFA
2661
Founders Financial Alliance
North Carolina
-$227K -634 Closed
WHG
2662
Westwood Holdings Group
Texas
-$226K -632 Closed
GWM
2663
Greenwich Wealth Management
Connecticut
-$225K -630 Closed
SAF
2664
Smith Anglin Financial
Texas
-$224K -626 Closed
WAM
2665
WNY Asset Management
New York
-$224K -625 Closed
TAM
2666
Townsend Asset Management
North Carolina
-$223K -625 Closed
B
2667
Bellecapital
Switzerland
-$223K -624 Closed
MKA
2668
M. Kulyk & Associates
Georgia
-$223K -623 Closed
CFA
2669
Capstone Financial Advisors
Illinois
-$223K -623 Closed
WAS
2670
Wealth Advisory Solutions
Indiana
-$223K -623 Closed
OAM
2671
Occidental Asset Management
California
-$222K -622 Closed
PD
2672
Planning Directions
Pennsylvania
-$222K -620 Closed
BFWA
2673
Benchmark Financial Wealth Advisors
Florida
-$220K -616 Closed
PCMK
2674
Paragon Capital Management (Kansas)
Kansas
-$218K -611 Closed
RGC
2675
Roberts, Glore & Co
Illinois
-$218K -609 Closed