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Mastercard

2,607 hedge funds and large institutions have $307B invested in Mastercard in 2022 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 1,076 increasing their positions, 1,019 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,607
Holders Change
-22
Holders Change %
-0.84%
% of All Funds
41.26%
Holding in Top 10
269
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.25%
% of All Funds
4.26%
New
167
Increased
1,076
Reduced
1,019
Closed
161
Calls
$3.48B
Puts
$3.32B
Net Calls
+$158M
Net Calls Change
+$541M
Name Holding Trade Value Shares
Change
Shares
Change %
AB
1801
Atlas Brown
Kentucky
$751K +$6.07K +17 +0.8%
SWM
1802
Scissortail Wealth Management
Oklahoma
$750K
BIA
1803
Bigelow Investment Advisors
Maine
$748K +$3.93K +11 +0.5%
EP
1804
Eudaimonia Partners
Tennessee
$746K +$746K +2,088 New
PCG
1805
Private Capital Group
Connecticut
$745K -$7.5K -21 -1%
CMI
1806
Clare Market Investments
Texas
$745K -$34.3K -96 -4%
PCP
1807
Proficio Capital Partners
Massachusetts
$744K -$248K -693 -25%
AC
1808
Avestar Capital
New York
$744K +$163K +455 +28%
BFS
1809
Baskin Financial Services
Ontario, Canada
$742K
WKWM
1810
Walter & Keenan Wealth Management
Indiana
$740K +$357 +1 +0%
PL
1811
Plancorp LLC
Missouri
$738K -$19.3K -54 -3%
QC
1812
Quent Capital
New York
$737K +$277K +774 +60%
CWM
1813
Cahill Wealth Management
Michigan
$736K +$736K +2,061 New
WW
1814
Waterfront Wealth
Kansas
$734K
AIA
1815
Avalon Investment & Advisory
Texas
$733K +$7.14K +20 +1%
AIP
1816
Almanack Investment Partners
Pennsylvania
$732K -$145K -406 -17%
PWA
1817
Physician Wealth Advisors
Utah
$732K -$3.68K -10 -0.5%
BWP
1818
Baldwin Wealth Partners
Massachusetts
$731K +$80.4K +225 +12%
FMN
1819
Financial Management Network
California
$729K +$367 +1 +0.1%
AWM
1820
Aberdeen Wealth Management
Illinois
$724K
NRW
1821
Nova R Wealth
Kansas
$720K -$1.79K -5 -0.2%
HHGA
1822
Halbert Hargrove Global Advisors
California
$720K +$2.86K +8 +0.4%
BCM
1823
Becker Capital Management
Oregon
$719K -$3.58K -10 -0.5%
GCIG
1824
Grand Central Investment Group
Florida
$715K -$59K -165 -8%
VST
1825
Van Strum & Towne
California
$715K