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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 %
JRP
1101
Jasper Ridge Partners
California
$2.81M
CWP
1102
CFM Wealth Partners
Texas
$2.8M +$19.3K +68 +0.7%
SEEDPG
1103
S.E.E.D. Planning Group
New York
$2.8M +$202K +710 +8%
OMC
1104
Overbrook Management Corp
New York
$2.79M -$162K -571 -5%
MC
1105
Mathes Company
New York
$2.79M -$5.69K -20 -0.2%
SA
1106
SRN Advisors
Pennsylvania
$2.78M -$204K -716 -7%
WANY
1107
Wealthspire Advisors (New York)
New York
$2.78M +$214K +754 +8%
RC
1108
RDST Capital
Washington
$2.77M +$348K +1,225 +14%
TAM
1109
Trust Asset Management
Texas
$2.77M +$185K +650 +7%
WCM
1110
Weik Capital Management
Pennsylvania
$2.77M -$44.1K -155 -2%
CA
1111
Cornerstone Advisory
Maryland
$2.76M +$21.3K +75 +0.8%
PAMG
1112
Patton Albertson Miller Group
Tennessee
$2.76M +$70.2K +247 +3%
IA
1113
IFP Advisors
Florida
$2.75M +$115K +1,197 +4%
WFA
1114
Wipfli Financial Advisors
Wisconsin
$2.74M +$2.74M +9,642 New
GP
1115
Greenline Partners
New York
$2.73M -$472K -1,660 -15%
SS
1116
Sunbelt Securities
Texas
$2.72M +$30.7K +108 +1%
LHC
1117
Little House Capital
Massachusetts
$2.71M +$67.1K +236 +3%
CP
1118
CenterBook Partners
Connecticut
$2.7M -$440K -1,549 -14%
PA
1119
Paragon Advisors
Texas
$2.7M +$658K +2,314 +32%
MCIA
1120
Mountain Capital Investment Advisors
Colorado
$2.69M +$17K +57 +0.6%
PA
1121
Profund Advisors
Maryland
$2.69M +$50.3K +177 +2%
KC
1122
Kenfarb & Co
Kentucky
$2.69M -$28.4K -100 -1%
PJSIMP
1123
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.68M -$15.1K -50 -0.6%
WTB
1124
Washington Trust Bank
Washington
$2.68M +$3.41K +12 +0.1%
NFC
1125
Northeast Financial Consultants
Connecticut
$2.68M +$288K +1,012 +12%