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Mastercard

2,607 hedge funds and large institutions have $307B invested in Mastercard in 2022 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 1,076 increasing their positions, 1,019 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,607
Holders Change
-22
Holders Change %
-0.84%
% of All Funds
41.26%
Holding in Top 10
269
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.25%
% of All Funds
4.26%
New
167
Increased
1,076
Reduced
1,019
Closed
161
Calls
$3.48B
Puts
$3.32B
Net Calls
+$158M
Net Calls Change
+$541M
Name Holding Trade Value Shares
Change
Shares
Change %
OLA
2701
Oliver Luxxe Assets
New Jersey
-$320K -892 Closed
VAFP
2702
Vahanian & Associates Financial Planning
New York
-$318K -885 Closed
LNWTC
2703
Laird Norton Wetherby Trust Company
Washington
-$317K -885 Closed
SFG
2704
SNS Financial Group
Minnesota
-$313K -872 Closed
PGA
2705
Portland Global Advisors
Maine
-$289K -805 Closed
MCM
2706
Monument Capital Management
Virginia
-$271K -754 Closed
OPWM
2707
Oxinas Partners Wealth Management
Indiana
-$268K -745 Closed
SCM
2708
Southport Capital Management
Tennessee
-$257K -714 Closed
CA
2709
CoreCap Advisors
Michigan
-$250K -696 Closed
KF
2710
Krilogy Financial
Missouri
-$231K -644 Closed
BWFA
2711
Baltimore-Washington Financial Advisors
Maryland
-$230K -642 Closed
COF
2712
Capital One Financial
Virginia
-$230K -640 Closed
PWAG
2713
Polaris Wealth Advisory Group
California
-$229K -637 Closed
UWM
2714
USAdvisors Wealth Management
Minnesota
-$226K -628 Closed
RI
2715
Ridgewood Investments
New Jersey
-$221K -615 Closed
G
2716
GenTrust
Florida
-$240K -612 Closed
CPC
2717
Congress Park Capital
New York
-$219K -609 Closed
HIS
2718
Harvest Investment Services
Illinois
-$219K -609 Closed
PIMG
2719
Patriot Investment Management Group
Tennessee
-$217K -605 Closed
TT
2720
TI-Trust
Illinois
-$212K -590 Closed
PWP
2721
Perfromance Wealth Partners
Illinois
-$210K -584 Closed
DCM
2722
Deuterium Capital Management
Florida
-$208K -580 Closed
CCP
2723
Carmel Capital Partners
California
-$208K -579 Closed
SHGA
2724
Sand Hill Global Advisors
California
-$208K -579 Closed
RFM
2725
Royal Fund Management
Florida
-$207K -577 Closed