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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 %
MGWM
1801
Marks Group Wealth Management
Minnesota
$667K -$95.3K -302 -13%
CT
1802
Cambridge Trust
Massachusetts
$666K -$488K -1,548 -42%
CWM
1803
Cordatus Wealth Management
Pennsylvania
$666K +$149K +472 +29%
AB
1804
Atlas Brown
Kentucky
$663K
LF
1805
LifeSteps Financial
California
$662K -$103K -328 -14%
PL
1806
Plancorp LLC
Missouri
$661K +$9.78K +31 +2%
PCP
1807
Proficio Capital Partners
Massachusetts
$660K +$3.16K +10 +0.5%
FFS
1808
Founders Financial Securities
Maryland
$660K +$66.3K +210 +11%
SGCA
1809
Steel Grove Capital Advisors
Tennessee
$657K +$105K +333 +19%
RB
1810
Renasant Bank
Mississippi
$656K -$523K -1,657 -44%
WW
1811
Waterfront Wealth
Kansas
$656K
SRC
1812
Shufro Rose & Co
New York
$656K +$379K +1,200 +137%
WKWM
1813
Walter & Keenan Wealth Management
Indiana
$654K
SAM
1814
Synergy Asset Management
Washington
$651K -$46.3K -147 -7%
CWM
1815
Cahill Wealth Management
Michigan
$650K
FW
1816
FirstPurpose Wealth
Utah
$647K +$54K +171 +9%
SWA
1817
Sutton Wealth Advisors
Florida
$641K +$36.9K +117 +6%
BWP
1818
Baldwin Wealth Partners
Massachusetts
$640K -$5.36K -17 -0.8%
FMB
1819
Field & Main Bank
Kentucky
$640K +$17.4K +55 +3%
AWM
1820
Aberdeen Wealth Management
Illinois
$639K -$315 -1 -0%
NRW
1821
Nova R Wealth
Kansas
$638K +$1.89K +6 +0.3%
BIA
1822
Bigelow Investment Advisors
Maine
$637K -$23.7K -75 -4%
WAM
1823
Werlinich Asset Management
Connecticut
$637K -$41K -130 -6%
HIP
1824
HUB Investment Partners
Texas
$635K -$115K -363 -15%
FLI
1825
Family Legacy Inc
South Carolina
$634K +$12.9K +40 +2%