MA icon

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 %
EFG
1901
Everhart Financial Group
Ohio
$611K +$173K +484 +39%
BWM
1902
BerganKDV Wealth Management
Minnesota
$609K +$46.8K +131 +8%
CWP
1903
Concord Wealth Partners
Virginia
$608K -$715 -2 -0.1%
DHFB
1904
Dixon Hubard Feinour & Brown
Virginia
$606K +$606K +1,696 New
AT
1905
Arvest Trust
Oklahoma
$605K +$94.7K +265 +19%
XT
1906
XTX Topco
Cayman Islands
$605K +$216K +604 +55%
CWS
1907
Cypress Wealth Services
California
$603K +$15.7K +44 +3%
NC
1908
Northcape Capital
Australia
$600K +$600K +1,680 New
TAM
1909
Taurus Asset Management
New York
$597K -$52.2K -146 -8%
SWRP
1910
Summit Wealth & Retirement Planning
California
$597K -$37.5K -105 -6%
SFP
1911
Sweet Financial Partners
Minnesota
$594K +$594K +1,663 New
RFA
1912
Resurgent Financial Advisors
Georgia
$592K +$201K +562 +51%
DIP
1913
DT Investment Partners
Pennsylvania
$592K +$257K +718 +77%
RPWA
1914
Regent Peak Wealth Advisors
Georgia
$591K +$19.7K +55 +3%
PGH
1915
Partners Group Holding
Switzerland
$590K -$99.7K -279 -14%
SIMG
1916
Sonora Investment Management Group
Arizona
$590K +$96.5K +270 +20%
MMPW
1917
Mitchell McLeod Pugh & Williams
Alabama
$590K +$96.5K +270 +20%
LOAMU
1918
Lombard Odier Asset Management (USA)
New York
$590K +$302K +845 +105%
TIM
1919
Tevis Investment Management
Texas
$588K
CWM
1920
Cordatus Wealth Management
Pennsylvania
$586K -$55K -154 -9%
LWMM
1921
Legacy Wealth Management (Mississippi)
Mississippi
$583K +$357 +1 +0.1%
TIA
1922
Traphagen Investment Advisors
New Jersey
$583K +$48.6K +136 +9%
CB
1923
Community Bank
New York
$581K -$1.79K -5 -0.3%
SSWM
1924
Sheets Smith Wealth Management
North Carolina
$581K +$242K +678 +72%
CA
1925
Claro Advisors
Massachusetts
$579K