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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 %
VPI
1676
Value Partners Investments
Manitoba, Canada
$854K +$82.4K +262 +11%
NW
1677
Naviter Wealth
Arkansas
$854K +$854K +2,707 New
TCOT
1678
Trust Company of Toledo
Ohio
$853K -$5.68K -18 -0.7%
CCA
1679
Childress Capital Advisors
Texas
$853K +$36.3K +115 +4%
CWAG
1680
Compton Wealth Advisory Group
Virginia
$849K +$616K +1,952 +264%
HC
1681
Hamilton Capital
Ohio
$847K -$65.6K -208 -7%
BCM
1682
Brooktree Capital Management
Michigan
$844K -$936K -2,967 -53%
SDWMA
1683
Schneider Downs Wealth Management Advisors
Pennsylvania
$844K -$13.6K -43 -2%
AWM
1684
Angeles Wealth Management
California
$843K -$87.1K -276 -9%
BMWM
1685
Brown Miller Wealth Management
Virginia
$841K -$11.4K -36 -1%
MAWCM
1686
Mine & Arao Wealth Creation & Management
California
$840K +$947 +3 +0.1%
PFBT
1687
Parkside Financial Bank & Trust
Missouri
$831K +$20.8K +66 +3%
KCM
1688
KRS Capital Management
Michigan
$830K
AT
1689
Arden Trust
Delaware
$829K -$104K -329 -11%
VC
1690
Veracity Capital
Georgia
$829K -$14.5K -46 -2%
VT
1691
Vise Technologies
New York
$828K +$130K +411 +19%
RMDI
1692
R.M. Davis Inc
Maine
$827K -$5.36K -17 -0.6%
MPPW
1693
Mitchell & Pahl Private Wealth
Oklahoma
$826K -$57.4K -182 -7%
EM
1694
Excalibur Management
Massachusetts
$824K
SCM
1695
Stevens Capital Management
Pennsylvania
$822K -$1.58M -5,014 -66%
SOS
1696
Silver Oak Securities
Tennessee
$821K -$8.59K -25 -1%
SOAMC
1697
Spirit of America Management Corp
New York
$820K
I
1698
INVST
Indiana
$819K +$9.19K +26 +1%
PFG
1699
PAX Financial Group
Texas
$813K -$157K -497 -16%
SSIM
1700
Sheets Smith Investment Management
Texas
$809K -$669K -1,888 -45%