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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 %
ACMA
1426
Arbor Capital Management (Alaska)
Alaska
$1.32M +$27.4K +91 +2%
DCM
1427
Donaldson Capital Management
Indiana
$1.31M +$5.4K +19 +0.4%
WEG
1428
World Equity Group
Illinois
$1.31M -$38.4K -135 -3%
CWG
1429
C WorldWide Group
Denmark
$1.31M +$117K +410 +10%
FPCP
1430
Fort Point Capital Partners
California
$1.31M +$12.5K +44 +1%
CCA
1431
Cobblestone Capital Advisors
New York
$1.31M -$2.28K -8 -0.2%
PCM
1432
Prelude Capital Management
New York
$1.3M +$1.3M +4,579 New
EFS
1433
Essex Financial Services
Connecticut
$1.3M +$1.71K +6 +0.1%
JCM
1434
Jacobsen Capital Management
Utah
$1.29M -$1.14K -4 -0.1%
WA
1435
Wambolt & Associates
Colorado
$1.29M -$30.4K -107 -2%
IFS
1436
Intelligent Financial Strategies
Minnesota
$1.28M -$45.2K -159 -3%
BWP
1437
BSW Wealth Partners
Colorado
$1.28M -$43.2K -152 -3%
SNB
1438
Security National Bank
Nebraska
$1.28M -$1.99K -7 -0.2%
PA
1439
PFG Advisors
Arizona
$1.28M +$31K +109 +2%
MYIA
1440
Mount Yale Investment Advisors
Colorado
$1.27M -$22.5K -79 -2%
LA
1441
LVW Advisors
New York
$1.27M -$203K -714 -14%
SMC
1442
Smith, Moore & Co
Missouri
$1.27M +$6.83K +24 +0.5%
WA
1443
Wealth Alliance
New York
$1.27M +$135K +474 +12%
KLI
1444
Kelman-Lazarov Inc
Tennessee
$1.26M -$81K -285 -6%
PP
1445
Patron Partners
Texas
$1.26M -$24.2K -85 -2%
TCA
1446
Transcend Capital Advisors
New Jersey
$1.26M +$15.1K +53 +1%
SIA
1447
SeaBridge Investment Advisors
New Jersey
$1.26M -$19.1K -67 -1%
SCI
1448
S&CO Inc
Massachusetts
$1.25M
V
1449
VeraBank
Texas
$1.25M
ARMT
1450
Amica Retiree Medical Trust
Rhode Island
$1.25M -$98.4K -346 -7%