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Mastercard

2,540 hedge funds and large institutions have $209B invested in Mastercard in 2022 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 931 increasing their positions, 1,106 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,540
Holders Change
-38
Holders Change %
-1.47%
% of All Funds
43.92%
Holding in Top 10
262
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-9.34%
% of All Funds
4.53%
New
130
Increased
931
Reduced
1,106
Closed
136
Calls
$2.93B
Puts
$2.24B
Net Calls
+$695M
Net Calls Change
+$645M
Name Holding Trade Value Shares
Change
Shares
Change %
FNBOH
1926
First National Bank of Hutchinson
Kansas
$469K +$38.1K +134 +9%
VA
1927
Valmark Advisers
Ohio
$468K -$37.3K -131 -7%
AIM
1928
Acropolis Investment Management
Missouri
$466K
SAM
1929
SignalPoint Asset Management
Missouri
$466K
CIC
1930
Crawford Investment Counsel
Georgia
$463K -$17.9K -63 -4%
VWM
1931
Vigilare Wealth Management
Arizona
$463K +$28.7K +101 +7%
C
1932
Covestor
United Kingdom
$462K -$91.2K -320 -16%
CFA
1933
Capstone Financial Advisors
Illinois
$462K +$462K +1,624 New
HIP
1934
HUB Investment Partners
Texas
$461K -$111K -392 -19%
NC
1935
Northcape Capital
Australia
$461K -$16.5K -58 -3%
1CP
1936
17 Capital Partners
Arizona
$459K +$151K +530 +49%
MKC
1937
M. Kraus & Co
Vermont
$458K -$9.96K -35 -2%
GA
1938
GoalVest Advisory
New York
$457K -$798K -2,805 -64%
HGWM
1939
Horst & Graben Wealth Management
Oregon
$457K +$568 +2 +0.1%
ACM
1940
AlphaStar Capital Management
North Carolina
$457K +$10.5K +37 +2%
C
1941
CEDRUS
Colorado
$452K +$5.4K +19 +1%
SAM
1942
SP Asset Management
California
$452K +$569 +2 +0.1%
ARG
1943
Advisory Resource Group
Oklahoma
$450K +$29.3K +103 +7%
LJAC
1944
L.J. Altfest & Co
New York
$450K +$110K +386 +32%
AM
1945
Atwater Malick
Pennsylvania
$449K
MIC
1946
Means Investment Company
Maine
$448K +$10.8K +38 +2%
VAM
1947
Verity Asset Management
North Carolina
$448K +$448K +1,574 New
CL
1948
CPWM LLC
Washington
$447K -$82.5K -290 -16%
BMC
1949
Beaton Management Company
Massachusetts
$447K
AC
1950
Avestar Capital
New York
$446K -$235K -827 -35%