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Mastercard

2,692 hedge funds and large institutions have $253B invested in Mastercard in 2022 Q4 according to their latest regulatory filings, with 317 funds opening new positions, 934 increasing their positions, 1,108 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,692
Holders Change
+152
Holders Change %
+5.98%
% of All Funds
43.43%
Holding in Top 10
351
Holding in Top 10 Change
+89
Holding in Top 10 Change %
+33.97%
% of All Funds
5.66%
New
317
Increased
934
Reduced
1,108
Closed
111
Calls
$3.68B
Puts
$3.4B
Net Calls
+$280M
Net Calls Change
-$415M
Name Holding Trade Value Shares
Change
Shares
Change %
MPPW
1751
Mitchell & Pahl Private Wealth
Oklahoma
$783K -$58.1K -167 -7%
BWM
1752
BerganKDV Wealth Management
Minnesota
$780K +$75.1K +216 +11%
WW
1753
Waterfront Wealth
Kansas
$779K +$1.87K +5 +0.2%
DWM
1754
Dorchester Wealth Management
Quebec, Canada
$779K -$215K -619 -22%
PCH
1755
PGIM Custom Harvest
New Jersey
$777K +$777K +2,234 New
LTAS
1756
Linden Thomas Advisory Services
North Carolina
$774K +$774K +2,226 New
SGCA
1757
Steel Grove Capital Advisors
Tennessee
$773K -$8.35K -24 -1%
RI
1758
Redwood Investments
Massachusetts
$773K -$7.3K -21 -0.9%
LC
1759
Lavaca Capital
Texas
$773K +$773K +2,227 New
BFO
1760
Biltmore Family Office
North Carolina
$772K +$8.69K +25 +1%
GWA
1761
GGM Wealth Advisors
Maryland
$772K
BS
1762
Bessemer Securities
New York
$770K
KA
1763
Kovack Advisors
Florida
$767K -$286K -822 -27%
AA
1764
Alta Advisers
United Kingdom
$765K
CWM
1765
Cahill Wealth Management
Michigan
$764K
CBFP
1766
Cedar Brook Financial Partners
Ohio
$762K +$17.7K +51 +2%
AC
1767
Avestar Capital
New York
$759K +$213K +613 +39%
PFA
1768
Professional Financial Advisors
Nebraska
$759K +$1.39K +4 +0.2%
FCAG
1769
First Capital Advisors Group
New Jersey
$757K -$20.9K -60 -3%
CB
1770
Community Bank
New York
$756K +$120K +346 +19%
LT
1771
Legacy Trust
Michigan
$754K +$754K +2,167 New
TCB
1772
Texas Capital Bancshares
Texas
$753K +$4.52K +13 +0.6%
CPA
1773
Capital Planning Advisors
California
$753K +$122K +351 +19%
FANJ
1774
Financial Architects (New Jersey)
New Jersey
$750K -$60.9K -175 -8%
DEM
1775
Disciplined Equity Management
Florida
$749K