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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 %
RIA
1701
Regal Investment Advisors
Michigan
$805K -$1.58K -5 -0.2%
OC
1702
Oakworth Capital
Alabama
$804K -$194K -616 -19%
TSWM
1703
Tyler-Stone Wealth Management
Ohio
$804K -$89.3K -283 -10%
CSIC
1704
Clifford Swan Investment Counsel
California
$804K +$39.1K +124 +5%
JWCA
1705
J.W. Coons Advisors
Ohio
$801K -$42.5K -134 -5%
PWA
1706
Physician Wealth Advisors
Utah
$800K +$104K +296 +15%
WAAG
1707
Wealth Alliance Advisory Group
Kansas
$800K +$105K +334 +15%
NDSI
1708
Newman Dignan & Sheerar Inc
Rhode Island
$798K -$30K -95 -4%
SCM
1709
Seascape Capital Management
New Hampshire
$797K +$631 +2 +0.1%
SCA
1710
Spearhead Capital Advisors
Florida
$796K +$796K +2,523 New
F
1711
F3Logic
Minnesota
$795K -$28.7K -91 -3%
C
1712
Certuity
Florida
$790K -$132K -419 -14%
FL
1713
Fort LP
Maryland
$788K -$443K -1,405 -36%
NP
1714
NorthRock Partners
Minnesota
$788K -$271K -859 -26%
EAM
1715
Evanson Asset Management
California
$783K +$6.94K +22 +0.9%
LF
1716
Lee Financial
Texas
$782K +$2.84K +9 +0.4%
NC
1717
NinePointTwo Capital
California
$781K +$15.4K +49 +2%
LP
1718
LMR Partners
United Kingdom
$780K -$1.33M -4,200 -63%
EWM
1719
Empirical Wealth Management
Washington
$780K -$34.1K -108 -4%
RIM
1720
Regent Investment Management
Kentucky
$779K +$7.89K +25 +1%
MGAM
1721
McGowan Group Asset Management
Texas
$778K -$7.57K -24 -1%
CAL
1722
Capital Advisors Ltd
Ohio
$774K +$38.5K +122 +5%
APWM
1723
Atlas Private Wealth Management
New York
$774K +$66.6K +211 +9%
IIM
1724
Ipswich Investment Management
Massachusetts
$774K +$96.3K +305 +14%
AWP
1725
Accretive Wealth Partners
New Jersey
$773K -$58.1K -184 -7%