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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 %
LNB
1401
Ledyard National Bank
$1.56M -$40.1K -127 -3%
GTCM
1402
Gyon Technologies Capital Management
New Jersey
$1.56M +$1.56M +4,941 New
MWM
1403
Mission Wealth Management
California
$1.56M +$269K +852 +21%
TA
1404
Tectonic Advisors
Texas
$1.54M +$66.5K +211 +5%
PWP
1405
Principle Wealth Partners
Connecticut
$1.53M +$315 +1 +0%
PTP
1406
Platform Technology Partners
New York
$1.52M +$31.2K +99 +2%
GRP
1407
Global Retirement Partners
California
$1.52M +$2.52K +8 +0.2%
SLWA
1408
San Luis Wealth Advisors
California
$1.51M +$1.3M +4,126 +623%
WAS
1409
Winch Advisory Services
Wisconsin
$1.5M -$69.4K -220 -4%
WEG
1410
World Equity Group
Illinois
$1.5M -$10.7K -34 -0.7%
MIA
1411
MainStreet Investment Advisors
Illinois
$1.5M -$38.2K -121 -2%
ARMT
1412
Amica Retiree Medical Trust
Rhode Island
$1.5M -$25.2K -80 -2%
KLI
1413
Kelman-Lazarov Inc
Tennessee
$1.49M -$234K -743 -14%
CCM
1414
Cox Capital Management
Massachusetts
$1.48M +$7.26K +23 +0.5%
IFS
1415
Intelligent Financial Strategies
Minnesota
$1.47M -$277K -879 -16%
CWM
1416
Chemistry Wealth Management
New York
$1.47M +$11.4K +36 +0.8%
NLP
1417
Next Level Private
New York
$1.47M +$1.47M +4,665 New
RWA
1418
Ropes Wealth Advisors
Massachusetts
$1.47M
SMH
1419
Sanders Morris Harris
Texas
$1.47M -$4.2M -13,210 -74%
IWS
1420
Insight Wealth Strategies
California
$1.47M -$68.8K -218 -4%
CCM
1421
Chilton Capital Management
Texas
$1.47M
BWP
1422
BSW Wealth Partners
Colorado
$1.47M +$139K +440 +10%
PFS
1423
Prospera Financial Services
Texas
$1.46M -$146K -462 -9%
HL
1424
HeadInvest LLC
Maine
$1.46M +$6.94K +22 +0.5%
WA
1425
Wambolt & Associates
Colorado
$1.46M -$7.26K -23 -0.5%