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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 %
AR
2676
Apeiron RIA
Texas
-$213K -609 Closed
WMA
2677
West Michigan Advisors
Michigan
-$217K -607 Closed
FZCM
2678
Flynn Zito Capital Management
New York
-$215K -603 Closed
FFW
2679
Fusion Family Wealth
New York
-$215K -602 Closed
KPWG
2680
KFA Private Wealth Group
Virginia
-$215K -602 Closed
AWA
2681
AmeriServ Wealth Advisors
Pennsylvania
-$214K -600 Closed
HCM
2682
Heathbridge Capital Management
Ontario, Canada
-$214K -600 Closed
HW
2683
Hamilton Wealth
California
-$214K -600 Closed
HA
2684
Hofer & Associates
California
-$214K -599 Closed
IF
2685
Insight Folios
North Carolina
-$210K -589 Closed
NPF
2686
Norris Perne & French
Michigan
-$209K -585 Closed
BCM
2687
BTR Capital Management
California
-$208K -582 Closed
PWA
2688
Peterson Wealth Advisors
Utah
-$208K -581 Closed
NFG
2689
Nadler Financial Group
Illinois
-$207K -580 Closed
IA
2690
IFG Advisory
Georgia
-$206K -577 Closed
ETIA
2691
Epic Trust Investment Advisors
Washington
-$206K -576 Closed
FA
2692
Fountainhead AM
New Jersey
-$205K -575 Closed
FAP
2693
Financial Advisory Partners
Florida
-$204K -571 Closed
BWA
2694
Brave Warrior Advisors
New York
-$203K -569 Closed
WE
2695
Wealth Effects
Massachusetts
-$203K -569 Closed
MA
2696
MONECO Advisors
Connecticut
-$203K -567 Closed
BB
2697
Berkshire Bank
Massachusetts
-$201K -563 Closed
W
2698
Wealthquest
Ohio
-$201K -562 Closed
TVAMP
2699
Tennessee Valley Asset Management Partners
Tennessee
-$200K -560 Closed
BHWM
2700
Beaird Harris Wealth Management
Texas
-$185K -518 Closed