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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 %
ECM
801
Everence Capital Management
Indiana
$6.77M +$256K +810 +4%
WS
802
Wedbush Securities
California
$6.77M -$53.9K -171 -0.8%
ITFISA
803
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$6.76M -$56.8K -180 -0.8%
LNWWM
804
Laird Norton Wetherby Wealth Management
California
$6.75M -$9.78K -31 -0.1%
P2P
805
Phase 2 Partners
California
$6.72M +$6.72M +21,315 New
HR
806
Howe & Rusling
New York
$6.72M +$96.8K +307 +1%
CCP
807
Corient Capital Partners
California
$6.71M +$326K +1,034 +5%
PWS
808
Peloton Wealth Strategists
Indiana
$6.71M -$308K -975 -4%
AA
809
ALPS Advisors
Colorado
$6.7M +$2.58M +8,167 +63%
Kovitz Investment Group Partners
810
Kovitz Investment Group Partners
Illinois
$6.68M -$1.55M -4,917 -19%
TGAM
811
TBH Global Asset Management
Tennessee
$6.66M -$43.5K -138 -0.6%
WWM
812
Western Wealth Management
Colorado
$6.63M -$313K -991 -5%
AI
813
AXS Investments
New York
$6.62M -$2.13M -6,757 -24%
BHWM
814
Bar Harbor Wealth Management
New Hampshire
$6.58M +$771K +2,444 +13%
BFG
815
Berger Financial Group
Minnesota
$6.56M -$492K -1,561 -7%
LG
816
Leuthold Group
Minnesota
$6.55M -$195K -618 -3%
ZDA
817
Zweig-DiMenna Associates
New York
$6.5M -$2.33M -7,400 -26%
VAS
818
Vestmark Advisory Solutions
Massachusetts
$6.49M +$1.67M +5,281 +35%
USCWA
819
U.S. Capital Wealth Advisors
Texas
$6.45M -$286K -906 -4%
YWP
820
YorkBridge Wealth Partners
New York
$6.45M +$60.6K +192 +0.9%
CC
821
Codex Capital
New York
$6.42M +$970K +3,200 +18%
RCWM
822
Royal Capital Wealth Management
Indiana
$6.41M +$12.3K +39 +0.2%
FCBT
823
First Citizens Bank & Trust
North Carolina
$6.39M +$14.2K +45 +0.2%
PIM
824
Progressive Investment Management
Oregon
$6.36M +$142K +451 +2%
KPWS
825
Kestra Private Wealth Services
Texas
$6.34M -$186K -590 -3%