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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 %
PWMG
1901
Prestige Wealth Management Group
New Jersey
$551K +$426K +1,349 +341%
WA
1902
WBH Advisory
Maryland
$550K
TAM
1903
Taurus Asset Management
New York
$550K +$22.7K +72 +4%
CAP
1904
Columbia Advisory Partners
Washington
$549K +$946 +3 +0.2%
CWA
1905
Clarity Wealth Advisors
California
$545K -$15.1K -48 -3%
AIC
1906
Argus Investors Counsel
New York
$545K +$58K +184 +12%
PCG
1907
Private Capital Group
Connecticut
$544K -$114K -360 -17%
RFA
1908
Resurgent Financial Advisors
Georgia
$541K +$18.3K +58 +4%
FFG
1909
Fortem Financial Group
California
$540K -$2.43M -7,715 -82%
BAM
1910
Brave Asset Management
New Jersey
$539K
LIA
1911
LBMC Investment Advisors
Tennessee
$535K -$148K -469 -22%
CIC
1912
Crawford Investment Counsel
Georgia
$533K -$27.7K -88 -5%
NC
1913
Northcape Capital
Australia
$530K
WTA
1914
Washington Trust Advisors
Massachusetts
$528K -$32.2K -102 -6%
WCM
1915
WealthBridge Capital Management
Ohio
$528K -$11.4K -36 -2%
OFS
1916
Oldfather Financial Services
Nebraska
$528K +$4.8K +14 +0.9%
BIP
1917
Blueprint Investment Partners
North Carolina
$527K -$595K -1,888 -53%
RPWA
1918
Regent Peak Wealth Advisors
Georgia
$526K +$5.36K +17 +1%
MIM
1919
Moseley Investment Management
Florida
$526K +$17K +54 +3%
AWG
1920
Altus Wealth Group
Colorado
$525K -$7.65K -22 -1%
FPAS
1921
Focus Partners Advisor Solutions
Missouri
$525K +$128K +406 +32%
T
1922
TCWP
Ohio
$524K -$43.8K -139 -8%
AP
1923
Americana Partners
Texas
$523K -$97.2K -311 -16%
DIP
1924
DT Investment Partners
Pennsylvania
$522K
OFS
1925
OneAscent Financial Services
Alabama
$522K +$153K +484 +41%