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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 %
PWM
1776
Penobscot Wealth Management
Maine
$700K +$12.9K +41 +2%
KC
1777
Knuff & Co
California
$699K -$1.12M -3,561 -62%
VDBMI
1778
Van Den Berg Management I
Texas
$699K -$7.89K -25 -1%
PA
1779
PSI Advisors
Florida
$699K -$2.84K -9 -0.4%
BS
1780
Bessemer Securities
New York
$699K
QC
1781
Quent Capital
New York
$699K +$48.3K +153 +7%
CBFP
1782
Cedar Brook Financial Partners
Ohio
$698K -$26.8K -85 -4%
APA
1783
Astoria Portfolio Advisors
New York
$698K +$412K +1,305 +144%
BPWM
1784
Badgley Phelps Wealth Managers
Washington
$696K +$265K +838 +61%
IA
1785
Insight Advisors
Pennsylvania
$694K -$100K -292 -13%
BFO
1786
Biltmore Family Office
North Carolina
$693K -$19.9K -63 -3%
MFG
1787
MidWestOne Financial Group
Iowa
$690K -$183K -580 -21%
LA
1788
Latitude Advisors
Florida
$688K -$1.75M -5,548 -72%
PP
1789
PDS Planning
Ohio
$688K +$74.4K +236 +12%
CA
1790
Claro Advisors
Massachusetts
$686K +$177K +561 +35%
PMA
1791
Prudent Man Advisors
Illinois
$683K -$9.15K -29 -1%
TCB
1792
Texas Capital Bancshares
Texas
$679K
GWA
1793
GGM Wealth Advisors
Maryland
$678K
HFS
1794
Howard Financial Services
Texas
$672K -$104K -330 -13%
BB
1795
Bell Bank
North Dakota
$671K +$125K +395 +23%
EGA
1796
E&G Advisors
Texas
$670K
DJSG
1797
D.J. St. Germain
Massachusetts
$670K
AIS
1798
American Investment Services
Massachusetts
$670K +$947 +3 +0.1%
HHGA
1799
Halbert Hargrove Global Advisors
California
$670K +$35.3K +112 +6%
ALAM
1800
Asahi Life Asset Management
Japan
$669K +$235K +745 +54%