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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 %
SFG
1376
Sovereign Financial Group
Connecticut
$1.44M -$7.68K -27 -0.5%
PFT
1377
Providence First Trust
Arizona
$1.44M
CWM
1378
Cornerstone Wealth Management
Missouri
$1.44M +$13.9K +49 +1%
GPA
1379
Garrison Point Advisors
California
$1.43M +$1.42K +5 +0.1%
BFA
1380
Beaumont Financial Advisors
Massachusetts
$1.43M -$1.71K -6 -0.1%
MTC
1381
McDaniel Terry & Co
Texas
$1.43M +$7.68K +27 +0.5%
Balyasny Asset Management
1382
Balyasny Asset Management
Illinois
$1.43M +$1.43M +5,014 New
HCM
1383
HMS Capital Management
Tennessee
$1.43M -$158K -555 -10%
EWA
1384
EverSource Wealth Advisors
Alabama
$1.43M +$1M +3,519 +236%
PFG
1385
Peterson Financial Group
Iowa
$1.42M +$10.5K +37 +0.7%
BLAM
1386
Bourne Lent Asset Management
New York
$1.42M
NHC
1387
Nicholas Hoffman & Company
Georgia
$1.42M -$14.8K -52 -1%
EWS
1388
Evergreen Wealth Solutions
Pennsylvania
$1.42M -$73.9K -260 -5%
AIM
1389
Alphinity Investment Management
Australia
$1.42M +$723K +2,541 +104%
AWM
1390
Axxcess Wealth Management
California
$1.41M -$123K -432 -8%
EH
1391
Equitable Holdings
New York
$1.41M +$130K +456 +10%
RWP
1392
Revolve Wealth Partners
New Jersey
$1.4M -$58.3K -205 -4%
WBC
1393
West Branch Capital
Massachusetts
$1.4M -$49.2K -173 -3%
DC
1394
DeDora Capital
California
$1.39M -$43.2K -152 -3%
CCM
1395
Cox Capital Management
Massachusetts
$1.39M +$56.9K +200 +4%
MTIC
1396
Missouri Trust & Investment Company
Missouri
$1.39M -$22.5K -79 -2%
TW
1397
Transform Wealth
Colorado
$1.39M -$110K -388 -7%
AIL
1398
AGF Investments LLC
Ontario, Canada
$1.38M +$520K +1,828 +60%
CANY
1399
Caxton Associates (New York)
New York
$1.38M +$1.38M +4,858 New
SFCL
1400
Strengthening Families & Communities LLC
Massachusetts
$1.38M +$111K +391 +9%