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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 %
VDI
2726
Vaughan David Investments
Illinois
-$207K -575 Closed
BHBT
2727
Burke & Herbert Bank & Trust
Virginia
-$204K -568 Closed
MVA
2728
Mount Vernon Associates
Maryland
-$203K -565 Closed
OBWG
2729
Onyx Bridge Wealth Group
New York
-$209K -564 Closed
RHBC
2730
R.H. Bluestein & Co
Michigan
-$201K -560 Closed
HFP
2731
Holistic Financial Partners
Indiana
-$201K -558 Closed
BIM
2732
Bullseye Investment Management
Ohio
-$200K -556 Closed
EPM
2733
Equitec Proprietary Markets
Illinois
-$180K -500 Closed
SFM
2734
Signet Financial Management
New Jersey
-$179K -497 Closed
APP
2735
Alpha Paradigm Partners
Illinois
-$162K -451 Closed
AJ
2736
Ashburton (Jersey)
Jersey
-$160K -445 Closed
GGI
2737
Godsey & Gibb Inc
Virginia
-$123K -343 Closed
AWA
2738
Amplius Wealth Advisors
Pennsylvania
-$112K -314 Closed
AWA
2739
Aquire Wealth Advisors
Utah
-$112K -311 Closed
SPA
2740
Shore Point Advisors
New Jersey
-$95K -265 Closed
CFCI
2741
Comprehensive Financial Consultants Institutional
Indiana
-$90K -245 Closed
CSWM
2742
Cassady Schiller Wealth Management
Ohio
-$78K -216 Closed
HI
2743
Hoey Investments
Pennsylvania
-$72K -200 Closed
WFS
2744
Widmann Financial Services
Maryland
-$54K -152 Closed
AWM
2745
Avondale Wealth Management
Texas
-$54K -150 Closed
FAM
2746
Fred Alger Management
New York
-$49K -135 Closed
VC
2747
Vestor Capital
Illinois
-$43K -119 Closed
RWA
2748
RGT Wealth Advisors
Texas
-$39K -109 Closed
IAG
2749
Investmark Advisory Group
Connecticut
-$31K -88 Closed
TLFA
2750
True Link Financial Advisors
California
-$23K -64 Closed