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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 %
MWM
1851
Minot Wealth Management
Massachusetts
$609K -$14.8K -47 -2%
DA
1852
Detalus Advisors
Missouri
$608K -$3.15K -10 -0.5%
BCM
1853
Becker Capital Management
Oregon
$606K -$28.7K -91 -5%
BFS
1854
Baskin Financial Services
Ontario, Canada
$604K -$51.1K -162 -8%
WMA
1855
Wealth Management Associates
New Jersey
$603K
TFM
1856
TFC Financial Management
Massachusetts
$602K
WOC
1857
West Oak Capital
California
$599K -$162K -515 -21%
NCG
1858
Newport Capital Group
New Jersey
$599K
AWM
1859
Absher Wealth Management
North Carolina
$597K -$631 -2 -0.1%
IC
1860
Intersect Capital
California
$596K -$5.67K -18 -0.9%
NQWM
1861
Northwest Quadrant Wealth Management
Oregon
$593K +$639 +2 +0.1%
CPA
1862
Capital Planning Advisors
California
$590K +$14.5K +46 +3%
GWANC
1863
Guardian Wealth Advisors (North Carolina)
North Carolina
$590K +$145K +458 +32%
CSWG
1864
Cardinal Strategic Wealth Guidance
Kentucky
$588K -$19.9K -63 -3%
EFG
1865
Everhart Financial Group
Ohio
$588K +$48K +152 +9%
CIM
1866
CIM Investment Management
Pennsylvania
$587K -$594K -1,883 -50%
GCIG
1867
Grand Central Investment Group
Florida
$587K -$44.2K -140 -7%
BWM
1868
BerganKDV Wealth Management
Minnesota
$587K +$49.2K +156 +9%
CL
1869
CPWM LLC
Washington
$587K +$94.3K +299 +19%
OPA
1870
Old Port Advisors
Maine
$586K +$7.66K +24 +1%
AWM
1871
Atticus Wealth Management
Florida
$584K -$103K -328 -15%
BBNB
1872
Baker Boyer National Bank
Washington
$584K
PPP
1873
Private Portfolio Partners
New Jersey
$582K
NMG
1874
New Millennium Group
Utah
$580K -$174K -554 -23%
AT
1875
Arvest Trust
Oklahoma
$579K +$44.5K +141 +8%