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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 %
WCM
1976
Wedge Capital Management
North Carolina
$468K -$1.58K -5 -0.3%
CCG
1977
Chatham Capital Group
Georgia
$467K +$41.9K +133 +10%
ARG
1978
Advisory Resource Group
Oklahoma
$467K +$55.3K +175 +13%
CBTWT
1979
Community Bank & Trust (Waco, Texas)
Texas
$465K +$6.94K +22 +2%
RW
1980
REDW Wealth
New Mexico
$464K -$12.6K -40 -3%
RGF
1981
Retirement Guys Formula
Ohio
$464K +$104K +331 +29%
PWP
1982
Pursue Wealth Partners
California
$462K
CCFM
1983
Clear Creek Financial Management
Washington
$462K +$188K +596 +69%
NAS
1984
Nicolet Advisory Services
Wisconsin
$461K +$83.6K +258 +22%
MA
1985
MJP Associates
Connecticut
$460K +$946 +3 +0.2%
PWM
1986
Prentice Wealth Management
New York
$460K +$59.4K +188 +15%
SL
1987
Salomon & Ludwin
Virginia
$456K +$456K +1,447 New
BWAM
1988
Boyd Watterson Asset Management
Ohio
$455K -$732K -2,321 -62%
Jones Financial Companies
1989
Jones Financial Companies
Missouri
$455K +$4.73K +15 +1%
MSA
1990
Marino Stram & Associates
Massachusetts
$454K +$1.58K +5 +0.3%
CPSAC
1991
Chas P. Smith & Associates (CPS)
Florida
$454K +$7.89K +25 +2%
RMAM
1992
Raab & Moskowitz Asset Management
New Jersey
$454K +$29.9K +95 +7%
NWA
1993
New World Advisors
Massachusetts
$453K +$28.5K +88 +7%
SIA
1994
Strategic Investment Advisors
Michigan
$453K +$191K +604 +73%
PMFA
1995
Plante Moran Financial Advisors
Michigan
$452K -$44.2K -140 -9%
CWC
1996
Carolinas Wealth Consulting
North Carolina
$452K +$17.7K +56 +4%
NWM
1997
NEIRG Wealth Management
Massachusetts
$450K +$11.4K +36 +3%
CFG
1998
Cooper Financial Group
California
$450K +$223K +706 +98%
LSA
1999
Lion Street Advisors
Texas
$449K -$35.1K -105 -7%
PGH
2000
Partners Group Holding
Switzerland
$448K -$73.2K -232 -14%