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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 %
CB
1751
Cadence Bank
Mississippi
$726K -$17.6K -56 -2%
LOAMU
1752
Lombard Odier Asset Management (USA)
New York
$726K +$205K +650 +39%
GWSG
1753
GPS Wealth Strategies Group
Colorado
$724K +$52.4K +166 +8%
EWM
1754
Evermay Wealth Management
Virginia
$723K +$3.15K +10 +0.4%
RI
1755
Redwood Investments
Massachusetts
$722K -$807K -2,556 -53%
BA
1756
Bridgewater Advisors
New York
$722K -$32.5K -103 -4%
WKSWA
1757
White Knight Strategic Wealth Advisors
New Jersey
$721K +$12.6K +40 +2%
AWCI
1758
Alpine Woods Capital Investors
New York
$720K -$78.9K -250 -10%
CIA
1759
Capital Investment Advisors
Georgia
$718K +$25.5K +81 +4%
TWM
1760
Thrive Wealth Management
Pennsylvania
$717K +$38.2K +121 +6%
FFWA
1761
FRG Family Wealth Advisors
Washington
$716K
CPM
1762
Connective Portfolio Management
New York
$716K +$358K +1,135 +100%
LIM
1763
Lagoda Investment Management
New York
$714K +$7.88K +25 +1%
WA
1764
WESPAC Advisors
California
$714K +$279K +884 +64%
SC
1765
Solstein Capital
California
$713K +$9.47K +30 +1%
DA
1766
DSC Advisors
Illinois
$711K -$163K -515 -19%
CC
1767
Cadinha & Co
Hawaii
$711K -$96.8K -307 -12%
LWA
1768
Lineweaver Wealth Advisors
Ohio
$711K -$15.1K -48 -2%
UC
1769
Unio Capital
New Jersey
$710K
HLOC
1770
H.L. Ormond & Company
North Carolina
$706K -$213K -675 -23%
SW
1771
SteelPeak Wealth
California
$706K -$171K -543 -20%
CFA
1772
CWS Financial Advisors
Michigan
$705K -$42.6K -135 -6%
RFN
1773
RDA Financial Network
Iowa
$703K -$18.3K -58 -3%
EP
1774
Eudaimonia Partners
Tennessee
$702K +$43.5K +138 +7%
SCM
1775
Schnieders Capital Management
California
$700K -$18.9K -60 -3%