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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 %
VDBMI
1776
Van Den Berg Management I
Texas
$619K -$10.8K -38 -2%
PFA
1777
Professional Financial Advisors
Nebraska
$619K +$598K +2,102 +2,803%
PP
1778
PDS Planning
Ohio
$617K -$3.13K -11 -0.5%
CSPIA
1779
Cary Street Partners Investment Advisory
Virginia
$615K +$44.1K +155 +8%
FPAS
1780
Focus Partners Advisor Solutions
Missouri
$615K +$142K +501 +30%
PMA
1781
Prudent Man Advisors
Illinois
$613K -$2.85K -10 -0.5%
CT
1782
Cambridge Trust
Massachusetts
$613K +$11.9K +42 +2%
TCB
1783
Texas Capital Bancshares
Texas
$612K
DEM
1784
Disciplined Equity Management
Florida
$612K +$102K +358 +20%
FWM
1785
FFT Wealth Management
Pennsylvania
$611K +$406K +1,429 +198%
FFS
1786
Founders Financial Securities
Maryland
$609K +$14.8K +52 +2%
CBFP
1787
Cedar Brook Financial Partners
Ohio
$609K -$20.5K -72 -3%
LAS
1788
LWM Advisory Services
Florida
$608K +$48.5K +158 +9%
LA
1789
Latitude Advisors
Florida
$607K -$13.4K -47 -2%
JAG
1790
Journey Advisory Group
Kentucky
$607K -$4.27K -15 -0.7%
HIC
1791
Hartline Investment Corp
Illinois
$607K +$607K +2,135 New
IP
1792
Investment Partners
Ohio
$607K +$607K +2,135 New
HFS
1793
Howard Financial Services
Texas
$606K +$568 +2 +0.1%
LF
1794
LifeSteps Financial
California
$605K +$8.25K +29 +1%
AIS
1795
American Investment Services
Massachusetts
$604K +$852 +3 +0.1%
PIA
1796
Perennial Investment Advisors
California
$603K -$281K -989 -32%
TF
1797
Trek Financial
Arizona
$603K -$66.3K -233 -10%
MGWM
1798
Marks Group Wealth Management
Minnesota
$601K
AB
1799
Atlas Brown
Kentucky
$598K
FMN
1800
Financial Management Network
California
$598K