MA icon

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 %
TW
1151
TrinityPoint Wealth
Connecticut
$2.49M +$127K +448 +5%
FAN
1152
Financial Advisors Network
California
$2.48M +$9.38K +33 +0.4%
CCG
1153
Cloverfields Capital Group
Minnesota
$2.48M -$21.9K -77 -0.9%
AIM
1154
Anchor Investment Management
South Carolina
$2.47M -$91.6K -322 -4%
EFM
1155
E Fund Management
China
$2.46M -$109K -384 -4%
LAM
1156
Lynch Asset Management
Pennsylvania
$2.46M
FWM
1157
Fairhaven Wealth Management
Illinois
$2.46M +$241K +849 +11%
LMKC
1158
L.M. Kohn & Company
Ohio
$2.46M -$14.5K -51 -0.6%
CI
1159
CX Institutional
Indiana
$2.43M +$128K +451 +6%
GIA
1160
GHP Investment Advisors
Colorado
$2.43M +$12.5K +44 +0.5%
BSW
1161
Buckingham Strategic Wealth
Missouri
$2.43M -$22.7K -80 -0.9%
OCM
1162
Orser Capital Management
Texas
$2.43M -$175K -616 -7%
AAS
1163
Ameritas Advisory Services
Nebraska
$2.41M -$176K -619 -7%
IP
1164
Ignite Planners
California
$2.4M +$16.9K +58 +0.7%
CWM
1165
Centric Wealth Management
Illinois
$2.39M -$65.7K -231 -3%
ADL
1166
Asset Dedication LLC
California
$2.39M +$364K +1,279 +18%
AWA
1167
Arkadios Wealth Advisors
Georgia
$2.39M -$100K -353 -4%
WFI
1168
West Family Investments
California
$2.39M +$495K +1,742 +26%
ST
1169
Smithfield Trust
Pennsylvania
$2.38M
NPP
1170
New Potomac Partners
Maryland
$2.37M +$19.9K +70 +0.8%
GCS
1171
Gordian Capital (Singapore)
Singapore
$2.37M
AWM
1172
Apollon Wealth Management
South Carolina
$2.36M +$70.8K +249 +3%
RCAG
1173
Rehmann Capital Advisory Group
Michigan
$2.35M -$58.9K -207 -2%
STC
1174
Sarah T. Connolly
$2.35M -$100K -352 -4%
MWM
1175
Modera Wealth Management
New Jersey
$2.35M -$120K -423 -5%