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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 %
TCOT
1676
Trust Company of Toledo
Ohio
$769K
SHFA
1677
SC&H Financial Advisors
Maryland
$768K -$97K -341 -11%
EWM
1678
Empirical Wealth Management
Washington
$768K +$64.3K +226 +9%
CANC
1679
Culbertson A N & Co
Virginia
$764K -$175K -615 -19%
CFM
1680
Coronation Fund Managers
South Africa
$763K -$16.2K -57 -2%
GWS
1681
Glassman Wealth Services
Virginia
$762K -$34.7K -122 -4%
RWB
1682
RMR Wealth Builders
New Jersey
$762K -$19.3K -68 -2%
MAWCM
1683
Mine & Arao Wealth Creation & Management
California
$758K +$1.14K +4 +0.2%
DFG
1684
Demars Financial Group
Washington
$756K -$2.91M -10,216 -79%
CIA
1685
Capital Investment Advisors
Georgia
$754K +$107K +376 +17%
SCA
1686
Spearhead Capital Advisors
Florida
$752K +$35K +123 +5%
TAM
1687
Tabor Asset Management
New York
$751K -$310K -1,091 -29%
JWCA
1688
J.W. Coons Advisors
Ohio
$750K +$31.3K +110 +4%
SFP
1689
Sandbox Financial Partners
Maryland
$747K -$202K -711 -21%
PFG
1690
PAX Financial Group
Texas
$747K +$14.5K +51 +2%
PWA
1691
Providence Wealth Advisors
Illinois
$743K -$26.5K -83 -3%
GCP
1692
GSA Capital Partners
United Kingdom
$743K +$533K +1,874 +254%
PI
1693
PEAK6 Investments
Illinois
$743K +$741K +2,608 +37,257%
SOAMC
1694
Spirit of America Management Corp
New York
$739K
KCM
1695
KRS Capital Management
Michigan
$733K -$15.6K -55 -2%
APWM
1696
Atlas Private Wealth Management
New York
$732K +$34.7K +122 +5%
PWM
1697
Perigon Wealth Management
California
$730K -$58.3K -205 -7%
VC
1698
Veracity Capital
Georgia
$729K -$17.3K -61 -2%
SFS
1699
Stiles Financial Services
Minnesota
$727K -$49.8K -175 -6%
CSIC
1700
Clifford Swan Investment Counsel
California
$725K