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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 %
CRWM
2651
Castle Rock Wealth Management
California
-$206K -634 Closed
SIAG
2652
Safeguard Investment Advisory Group
California
-$210K -588 Closed
CA
2653
CoreCap Advisors
Michigan
-$171K -542 Closed
AW
2654
ACG Wealth
Georgia
-$153K -486 Closed
COCM
2655
Charter Oak Capital Management
New Hampshire
-$124K -393 Closed
AIP
2656
Ahrens Investment Partners
Louisiana
-$110K -350 Closed
GWMIA
2657
Global Wealth Management Investment Advisory
Florida
-$109K -347 Closed
RIM
2658
Rockbridge Investment Management
New York
-$95K -301 Closed
SFG
2659
Steward Financial Group
Texas
-$93K -295 Closed
SIAP
2660
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$64K -202 Closed
HFS
2661
Heritage Financial Services
Massachusetts
-$58K -187 Closed
NICM
2662
Neo Ivy Capital Management
New York
-$47K -149 Closed
FCG
2663
Financial Connections Group
California
-$42K -135 Closed
JPLA
2664
Joseph P. Lucia & Associates
New York
-$39K -124 Closed
RG
2665
Retirement Group
California
-$38K -120 Closed
KLWA
2666
Kelly Lawrence W & Associates
California
-$32K -100 Closed
MAM
2667
Marquette Asset Management
Minnesota
-$22K -69 Closed
GLLW
2668
Graves Light Lenhart Wealth
Virginia
-$21K -65 Closed
BMD
2669
Better Money Decisions
New Mexico
-$16K -52 Closed
LFA
2670
Level Financial Advisors
New York
-$12K -39 Closed
TWP
2671
TFO Wealth Partners
Ohio
-$11K -36 Closed
1IA
2672
1834 Investment Advisors
Wisconsin
-$1K -4 Closed
CAM
2673
CenterStar Asset Management
Illinois
-$138K