MA icon

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 %
RA
1551
RFG Advisory
Alabama
$1M +$153K +470 +18%
SCP
1552
Stamos Capital Partners
California
$998K +$176K +620 +21%
RMDI
1553
R.M. Davis Inc
Maine
$994K +$249K +875 +33%
LC
1554
Lindbrook Capital
California
$993K +$79.4K +279 +9%
WIC
1555
Woodmont Investment Counsel
Tennessee
$987K -$267K -940 -21%
BCM
1556
Buckhead Capital Management
Georgia
$985K
MIM
1557
Merrion Investment Management
New Jersey
$983K
CWP
1558
Curated Wealth Partners
California
$981K -$12.5K -44 -1%
AL
1559
Aspiriant LLC
California
$980K -$12.5K -44 -1%
ESB
1560
Essex Savings Bank
Connecticut
$980K +$3.41K +12 +0.3%
HI
1561
Harper Investing
California
$980K +$44.9K +158 +5%
GA
1562
GraniteShares Advisors
New York
$980K +$980K +3,448 New
ZB
1563
Zions Bancorporation
Utah
$978K -$22.5K -79 -2%
CF
1564
Copperwynd Financial
Arizona
$977K -$45.2K -159 -4%
KTC
1565
Kistler-Tiffany Companies
Pennsylvania
$977K +$19.3K +68 +2%
SI
1566
Scharf Investments
California
$970K -$39.8K -140 -4%
TIA
1567
Trust Investment Advisors
Indiana
$970K +$5.4K +19 +0.6%
FHA
1568
First Horizon Advisors
Tennessee
$969K -$69.9K -246 -7%
SAM
1569
Steinberg Asset Management
New York
$967K
SB
1570
Strategic Blueprint
Georgia
$967K +$27K +95 +3%
SWM
1571
Sendero Wealth Management
Texas
$966K +$52K +183 +6%
GA
1572
Geller Advisors
New York
$963K +$43.2K +152 +5%
AIC
1573
Archer Investment Corporation
Indiana
$962K
WPW
1574
Warther Private Wealth
Ohio
$960K -$34.1K -120 -3%
WCM
1575
Whitener Capital Management
North Carolina
$956K -$14.2K -50 -1%