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Mastercard

2,692 hedge funds and large institutions have $253B invested in Mastercard in 2022 Q4 according to their latest regulatory filings, with 317 funds opening new positions, 934 increasing their positions, 1,108 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,692
Holders Change
+152
Holders Change %
+5.98%
% of All Funds
43.43%
Holding in Top 10
351
Holding in Top 10 Change
+89
Holding in Top 10 Change %
+33.97%
% of All Funds
5.66%
New
317
Increased
934
Reduced
1,108
Closed
111
Calls
$3.68B
Puts
$3.4B
Net Calls
+$280M
Net Calls Change
-$415M
Name Holding Trade Value Shares
Change
Shares
Change %
WMA
1801
Wealth Management Associates
New Jersey
$708K -$120K -345 -14%
MHS
1802
M Holdings Securities
Oregon
$707K +$94.6K +272 +15%
FMN
1803
Financial Management Network
California
$705K
AWM
1804
Aberdeen Wealth Management
Illinois
$705K +$348 +1 +0%
ICM
1805
IMS Capital Management
Oregon
$703K +$1.74K +5 +0.2%
PCP
1806
Proficio Capital Partners
Massachusetts
$703K +$41.7K +120 +6%
AFT
1807
Alpha Family Trust
California
$702K +$702K +2,020 New
FW
1808
FirstPurpose Wealth
Utah
$700K -$139K -399 -17%
SWA
1809
Sutton Wealth Advisors
Florida
$700K -$13.9K -40 -2%
CAL
1810
Capital Advisors Ltd
Ohio
$699K +$17.8K +65 +3%
SGI
1811
Summit Global Investments
Utah
$699K +$79.6K +229 +13%
MFG
1812
MidWestOne Financial Group
Iowa
$699K -$436K -1,253 -38%
BIA
1813
Bigelow Investment Advisors
Maine
$699K -$3.48K -10 -0.5%
WKWM
1814
Walter & Keenan Wealth Management
Indiana
$698K -$31.3K -90 -4%
BS
1815
Boenning & Scattergood
Pennsylvania
$698K +$7.15K +20 +1%
MMM
1816
Mendel Money Management
Illinois
$697K -$1.04K -3 -0.1%
IF
1817
Intrua Financial
Texas
$696K +$123K +333 +21%
VST
1818
Van Strum & Towne
California
$695K
CBTWT
1819
Community Bank & Trust (Waco, Texas)
Texas
$695K +$178K +513 +35%
HWM
1820
Howard Wealth Management
Connecticut
$694K
TNBTD
1821
Trustmark National Bank Trust Department
Mississippi
$688K +$63.6K +183 +10%
MAM
1822
McLean Asset Management
Virginia
$682K +$12.5K +36 +2%
LAM
1823
L2 Asset Management
Massachusetts
$678K +$76.5K +220 +13%
TA
1824
TFG Advisers
Michigan
$675K
FH
1825
FWG Holdings
Florida
$675K +$11.1K +32 +2%