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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 %
CRCM
1651
Corbett Road Capital Management
Virginia
$894K +$453K +1,435 +103%
HT
1652
Heritage Trust
Oklahoma
$890K -$83.9K -266 -9%
BWM
1653
Buckley Wealth Management
Nevada
$888K +$14.2K +45 +2%
GWS
1654
Glassman Wealth Services
Virginia
$884K +$17.7K +56 +2%
RSWM
1655
Robertson Stephens Wealth Management
California
$883K +$6.62K +21 +0.8%
BAMG
1656
Brand Asset Management Group
Missouri
$882K -$88.7K -281 -9%
C1AG
1657
Client 1st Advisory Group
Florida
$878K +$24K +76 +3%
PC
1658
Permit Capital
Pennsylvania
$875K -$61.8K -196 -7%
HNWAG
1659
High Net Worth Advisory Group
Florida
$875K +$597K +1,894 +215%
PWM
1660
Perigon Wealth Management
California
$874K -$45.7K -145 -5%
CT
1661
Clearstead Trust
Maine
$869K
PCM
1662
Pointe Capital Management
Michigan
$869K
BM
1663
Brandywine Managers
Delaware
$868K +$868K +2,750 New
MCC
1664
Money Concepts Capital
Florida
$866K -$573K -1,800 -40%
RWB
1665
RMR Wealth Builders
New Jersey
$866K -$315K -998 -27%
BTI
1666
Blue Trust Inc
Georgia
$866K +$866K +2,423 New
CFM
1667
Coronation Fund Managers
South Africa
$865K -$31.2K -99 -3%
DA
1668
DCM Advisors
New York
$865K +$638K +2,021 +281%
JGC
1669
J. Goldman & Co
New York
$865K +$865K +2,742 New
MW
1670
Marcum Wealth
Ohio
$864K +$59.6K +189 +7%
RMC
1671
Resources Management Corp
Connecticut
$863K -$1.58K -5 -0.2%
SFS
1672
Stiles Financial Services
Minnesota
$862K -$12K -38 -1%
LWAM
1673
Legacy Wealth Asset Management
Minnesota
$859K +$4.73K +15 +0.6%
JFGIW
1674
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$856K -$52K -165 -6%
LWM
1675
Loveless Wealth Management
Montana
$854K +$22.7K +72 +3%