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Mastercard

2,692 hedge funds and large institutions have $253B invested in Mastercard in 2022 Q4 according to their latest regulatory filings, with 317 funds opening new positions, 934 increasing their positions, 1,108 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,692
Holders Change
+152
Holders Change %
+5.98%
% of All Funds
43.43%
Holding in Top 10
351
Holding in Top 10 Change
+89
Holding in Top 10 Change %
+33.97%
% of All Funds
5.66%
New
317
Increased
934
Reduced
1,108
Closed
111
Calls
$3.68B
Puts
$3.4B
Net Calls
+$280M
Net Calls Change
-$415M
Name Holding Trade Value Shares
Change
Shares
Change %
XT
1951
XTX Topco
Cayman Islands
$560K +$560K +1,610 New
CFP
1952
Catalyst Financial Partners
Massachusetts
$559K +$559K +1,609 New
HGWM
1953
Horst & Graben Wealth Management
Oregon
$559K
HWM
1954
Hemington Wealth Management
Virginia
$559K +$14.2K +41 +3%
PSC
1955
Prentiss Smith & Co
Vermont
$558K -$435K -1,250 -44%
DU
1956
Delphia (USA)
Ontario, Canada
$557K -$57.4K -165 -9%
BIM
1957
Baldwin Investment Management
Pennsylvania
$556K -$186K -535 -25%
SAM
1958
Silphium Asset Management
United Kingdom
$556K +$104K +300 +23%
MCM
1959
Monument Capital Management
Virginia
$556K +$124K +358 +29%
SAM
1960
SP Asset Management
California
$554K +$1.04K +3 +0.2%
SMA
1961
Sage Mountain Advisors
Georgia
$552K +$200K +575 +57%
SG
1962
Stonnington Group
California
$551K
EFG
1963
Ethos Financial Group
Pennsylvania
$548K +$548K +1,576 New
WA
1964
WESPAC Advisors
California
$548K -$88.3K -254 -14%
BMC
1965
Beaton Management Company
Massachusetts
$547K
MAM
1966
Madison Asset Management
Wisconsin
$547K +$31.3K +90 +6%
DOA
1967
D'Orazio & Associates
Virginia
$547K +$101K +291 +23%
LJAC
1968
L.J. Altfest & Co
New York
$546K -$3.83K -11 -0.7%
KI
1969
Keystone Investors
Singapore
$545K +$545K +1,566 New
QFA
1970
Quantum Financial Advisors
California
$544K +$5.22K +15 +1%
SWRP
1971
Summit Wealth & Retirement Planning
California
$544K +$12.2K +35 +2%
CWA
1972
Consilio Wealth Advisors
Washington
$544K +$119K +342 +28%
MIC
1973
Means Investment Company
Maine
$543K -$4.52K -13 -0.8%
WB
1974
Webster Bank
Connecticut
$543K
RP
1975
Riverwater Partners
Wisconsin
$541K