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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 %
WKWM
1801
Walter & Keenan Wealth Management
Indiana
$597K +$7.4K +26 +1%
HHGA
1802
Halbert Hargrove Global Advisors
California
$593K -$11.7K -41 -2%
JSW
1803
Journey Strategic Wealth
New Jersey
$593K +$593K +2,086 New
SRC
1804
Shufro Rose & Co
New York
$592K +$1.14K +4 +0.2%
CWM
1805
Cahill Wealth Management
Michigan
$586K
AWM
1806
Atticus Wealth Management
Florida
$584K
SWA
1807
Sutton Wealth Advisors
Florida
$584K +$6.26K +22 +1%
SCM
1808
Schnieders Capital Management
California
$583K -$48.3K -170 -8%
SAM
1809
Synergy Asset Management
Washington
$580K -$7.68K -27 -1%
SDWMA
1810
Schneider Downs Wealth Management Advisors
Pennsylvania
$579K -$182K -639 -24%
BWP
1811
Baldwin Wealth Partners
Massachusetts
$577K
AWM
1812
Aberdeen Wealth Management
Illinois
$576K
MAM
1813
Morse Asset Management
Connecticut
$576K +$7.11K +25 +1%
BWM
1814
BerganKDV Wealth Management
Minnesota
$576K +$46.9K +165 +9%
FMB
1815
Field & Main Bank
Kentucky
$575K -$1.14K -4 -0.2%
BIA
1816
Bigelow Investment Advisors
Maine
$574K
FCFC
1817
First Commonwealth Financial Corp
Pennsylvania
$574K +$13.9K +49 +2%
ICM
1818
IMS Capital Management
Oregon
$574K +$56.9K +200 +11%
Pacer Advisors
1819
Pacer Advisors
Pennsylvania
$574K +$138K +486 +32%
WAM
1820
Werlinich Asset Management
Connecticut
$574K
IA
1821
Insight Advisors
Pennsylvania
$572K -$2.27K -8 -0.4%
FLI
1822
Family Legacy Inc
South Carolina
$572K +$13.7K +48 +2%
GWANC
1823
Guardian Wealth Advisors (North Carolina)
North Carolina
$572K +$40.4K +142 +8%
CCM
1824
Crabel Capital Management
California
$572K +$572K +2,011 New
MMM
1825
Mendel Money Management
Illinois
$571K +$4.27K +15 +0.8%