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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 %
TIM
1926
Tevis Investment Management
Texas
$521K +$1.9K +6 +0.4%
FWP
1927
Firethorn Wealth Partners
Georgia
$520K -$36.8K -105 -7%
MKC
1928
M. Kraus & Co
Vermont
$519K +$16.7K +53 +3%
ICM
1929
Islay Capital Management
Texas
$519K +$21.8K +69 +4%
CWS
1930
Confluence Wealth Services
Pennsylvania
$517K -$17.5K -50 -3%
SAM
1931
SignalPoint Asset Management
Missouri
$517K +$42.9K +136 +9%
AIM
1932
Acropolis Investment Management
Missouri
$517K +$357K +1,132 +223%
SWM
1933
Salvus Wealth Management
New Jersey
$513K +$14.5K +46 +3%
KMWM
1934
Keudell/Morrison Wealth Management
Oregon
$511K -$39.7K -126 -7%
SIMG
1935
Sonora Investment Management Group
Arizona
$511K -$9.78K -31 -2%
MMPW
1936
Mitchell McLeod Pugh & Williams
Alabama
$509K -$12K -38 -2%
CMS
1937
Capital Market Strategies
Florida
$509K
CWS
1938
Cypress Wealth Services
California
$508K -$24.9K -79 -5%
WT
1939
Washington Trust
Rhode Island
$507K
HGWM
1940
Horst & Graben Wealth Management
Oregon
$507K +$947 +3 +0.2%
FRM
1941
Fox Run Management
Connecticut
$506K +$506K +1,604 New
Renaissance Technologies
1942
Renaissance Technologies
New York
$505K +$505K +1,600 New
SAM
1943
SP Asset Management
California
$501K +$631 +2 +0.1%
UIA
1944
UBP Investment Advisors
Switzerland
$500K
TIA
1945
Traphagen Investment Advisors
New Jersey
$499K -$15.8K -50 -3%
AM
1946
Atwater Malick
Pennsylvania
$498K
RIL
1947
Rothschild Investment LLC
Illinois
$498K +$39.1K +124 +9%
FCA
1948
FLC Capital Advisors
California
$497K
BMC
1949
Beaton Management Company
Massachusetts
$496K
C
1950
CEDRUS
Colorado
$496K +$33.8K +107 +7%