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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 %
VWA
1251
V Wealth Advisors
Kansas
$1.97M -$346K -1,217 -15%
WCAMG
1252
Woodard & Company Asset Management Group
North Carolina
$1.97M +$195K +686 +11%
MG
1253
Mather Group
Illinois
$1.96M -$183K -642 -9%
CCM
1254
CTC Capital Management
Illinois
$1.96M +$1.71M +6,000 +667%
FHA
1255
Flagship Harbor Advisors
Massachusetts
$1.95M -$37.8K -133 -2%
STA
1256
Summit Trail Advisors
New York
$1.94M -$678K -2,383 -26%
SC
1257
Sawyer & Company
Massachusetts
$1.94M
MWM
1258
Marion Wealth Management
Pennsylvania
$1.93M +$158K +555 +9%
ST
1259
Spinnaker Trust
Maine
$1.91M -$125K -440 -6%
BIA
1260
Benchmark Investment Advisors
Illinois
$1.91M -$60.3K -212 -3%
CCM
1261
Cohen Capital Management
California
$1.91M
HA
1262
Harfst & Associates
Wyoming
$1.9M +$398K +1,399 +26%
BAM
1263
Belpointe Asset Management
Nevada
$1.9M -$559K -1,966 -23%
SAM
1264
Sabadell Asset Management
Spain
$1.9M
LWAC
1265
Laurel Wealth Advisors (California)
California
$1.89M -$362K -1,274 -16%
ANTB
1266
AMG National Trust Bank
Colorado
$1.89M +$233K +820 +14%
BMCM
1267
Bryn Mawr Capital Management
Pennsylvania
$1.89M +$29.6K +104 +2%
EWM
1268
Elmwood Wealth Management
California
$1.88M +$34.1K +120 +2%
BTW
1269
Boston Trust Walden
Massachusetts
$1.86M
CG
1270
Cutler Group
California
$1.85M +$1.85M +6,522 New
APIM
1271
Agate Pass Investment Management
Washington
$1.85M +$7.96K +28 +0.4%
CT
1272
Chicago Trust
Illinois
$1.85M +$31.3K +110 +2%
GBT
1273
Grove Bank & Trust
Florida
$1.85M +$17.6K +62 +1%
PGWM
1274
Parisi Gray Wealth Management
New Jersey
$1.85M -$2.14M -7,523 -54%
MA
1275
Modus Advisors
Minnesota
$1.84M +$21K +74 +1%