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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 %
SWM
1501
Segment Wealth Management
Texas
$1.1M +$43.2K +152 +4%
LA
1502
Legacy Advisors
Pennsylvania
$1.1M +$200K +704 +22%
FWM
1503
Foresight Wealth Management
Utah
$1.1M +$35.5K +125 +3%
BCAM
1504
Boston Common Asset Management
Massachusetts
$1.09M -$2.56K -9 -0.2%
BCM
1505
Barden Capital Management
Texas
$1.09M +$30.7K +108 +3%
DA
1506
Doliver Advisors
Texas
$1.09M
LP
1507
LGL Partners
Pennsylvania
$1.09M +$697K +2,450 +178%
CWG
1508
Cornerstone Wealth Group
North Carolina
$1.09M -$44.1K -155 -4%
MBTD
1509
Mechanics Bank - Trust Department
California
$1.09M +$35.2K +124 +3%
RIA
1510
Richwood Investment Advisors
Ohio
$1.08M +$27.6K +97 +3%
ISWM
1511
Independent Solutions Wealth Management
New York
$1.08M -$33K -116 -3%
VWA
1512
Visionary Wealth Advisors
Illinois
$1.08M -$153K -539 -12%
DBRC
1513
D.B. Root & Company
Pennsylvania
$1.08M -$1.99K -7 -0.2%
EL
1514
EMFO LLC
Florida
$1.08M +$957K +3,365 +758%
BHB
1515
Bank Hapoalim BM
Israel
$1.08M -$216K -759 -17%
KCM
1516
Kendall Capital Management
Maryland
$1.08M -$7.11K -25 -0.7%
BWM
1517
BNC Wealth Management
Oregon
$1.08M +$19.9K +70 +2%
PA
1518
Procyon Advisors
Connecticut
$1.07M +$26.5K +93 +3%
PSP
1519
Principal Street Partners
Tennessee
$1.07M +$27.9K +98 +3%
RP
1520
Rice Partnership
Hawaii
$1.07M +$853K +3,000 +392%
DWM
1521
Drive Wealth Management
Utah
$1.07M -$81.8K -288 -7%
SIA
1522
SkyView Investment Advisors
New Jersey
$1.07M +$105K +370 +11%
BMCM
1523
Burns Matteson Capital Management
New York
$1.07M +$18.5K +65 +2%
YIA
1524
YHB Investment Advisors
Connecticut
$1.06M +$35.5K +125 +3%
OLVIG
1525
Oliver Lagore Vanvalin Investment Group
Michigan
$1.06M -$71.1K -250 -6%