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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 %
HWM
1951
Hemington Wealth Management
Virginia
$446K +$9.95K +35 +2%
RGF
1952
Retirement Guys Formula
Ohio
$446K +$28.1K +99 +7%
RPWA
1953
Regent Peak Wealth Advisors
Georgia
$445K -$29.3K -103 -6%
WDG
1954
Wealth Dimensions Group
Ohio
$445K
WB
1955
Webster Bank
Connecticut
$444K
IF
1956
Intrua Financial
Texas
$443K -$539K -1,896 -55%
TFO
1957
Tarbox Family Office
California
$443K
SG
1958
Stonnington Group
California
$442K -$506K -1,700 -53%
RP
1959
Riverwater Partners
Wisconsin
$442K
QFA
1960
Quantum Financial Advisors
California
$441K -$9.67K -34 -2%
KWM
1961
Kolinsky Wealth Management
New Jersey
$441K +$39.3K +138 +10%
AIA
1962
Avalon Investment & Advisory
Texas
$439K -$127K -446 -22%
FL
1963
Fort LP
Maryland
$438K -$272K -957 -38%
ICM
1964
Islay Capital Management
Texas
$438K -$29.9K -105 -6%
IEFM
1965
IQ EQ Fund Management
Ireland
$438K +$90.6K +319 +26%
SWRP
1966
Summit Wealth & Retirement Planning
California
$435K -$284 -1 -0.1%
PWM
1967
Prentice Wealth Management
New York
$435K +$19.4K +68 +5%
TIA
1968
Traphagen Investment Advisors
New Jersey
$435K -$14.8K -52 -3%
FBFS
1969
First Business Financial Services
Wisconsin
$433K
OFS
1970
Oldfather Financial Services
Nebraska
$432K -$5.4K -19 -1%
ZIG
1971
Zuckerman Investment Group
Illinois
$431K +$64.3K +226 +18%
RIL
1972
Rothschild Investment LLC
Illinois
$430K -$18.5K -65 -4%
SIM
1973
SSI Investment Management
California
$430K
WCM
1974
Wedge Capital Management
North Carolina
$429K +$7.11K +25 +2%
CFG
1975
Cooper Financial Group
California
$429K +$23.6K +83 +6%