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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 %
FMLI
1351
Fukoku Mutual Life Insurance
Japan
$1.68M +$56.8K +180 +4%
HA
1352
Harfst & Associates
Wyoming
$1.67M +$126K +401 +8%
SCM
1353
Stamina Capital Management
New York
$1.67M -$2.65M -8,400 -61%
DWM
1354
Doyle Wealth Management
Florida
$1.67M +$7.26K +23 +0.4%
HWMA
1355
Heritage Wealth Management (Arizona)
Arizona
$1.67M -$82.7K -262 -5%
HCM
1356
Howland Capital Management
Massachusetts
$1.67M +$49.2K +156 +3%
GLA
1357
Good Life Advisors
Pennsylvania
$1.66M -$12.6K -40 -0.8%
TW
1358
Transform Wealth
Colorado
$1.66M -$227K -718 -12%
MLA
1359
My Legacy Advisors
Oregon
$1.66M +$123K +378 +8%
IIM
1360
Intact Investment Management
Quebec, Canada
$1.66M -$31.5K -100 -2%
EWS
1361
Evergreen Wealth Solutions
Pennsylvania
$1.66M +$20.5K +65 +1%
DAS
1362
Dynamic Advisor Solutions
Arizona
$1.65M -$556K -1,762 -25%
PP
1363
Pegasus Partners
Wisconsin
$1.65M +$213K +674 +15%
UBG
1364
United Bank (Georgia)
Georgia
$1.65M -$249K -788 -13%
SAM
1365
S.A. Mason
Michigan
$1.64M +$6.31K +20 +0.4%
LA
1366
LVW Advisors
New York
$1.63M -$89.9K -285 -5%
S
1367
SimplyRich
California
$1.63M
IFAM
1368
Institutional & Family Asset Management
Colorado
$1.63M -$18K -57 -1%
CHA
1369
Carmichael Hill & Associates
Maryland
$1.63M +$2.21K +7 +0.1%
PR
1370
Payden & Rygel
California
$1.63M +$158K +500 +11%
RWP
1371
Revolve Wealth Partners
New Jersey
$1.62M +$32.2K +102 +2%
OCM
1372
Orleans Capital Management
Louisiana
$1.62M -$16.4K -52 -1%
SFG
1373
Sovereign Financial Group
Connecticut
$1.61M +$4.1K +13 +0.3%
WBC
1374
West Branch Capital
Massachusetts
$1.61M -$2.21K -7 -0.1%
WI
1375
Wedgewood Investors
Pennsylvania
$1.61M