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Mastercard

2,607 hedge funds and large institutions have $307B invested in Mastercard in 2022 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 1,076 increasing their positions, 1,019 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,607
Holders Change
-22
Holders Change %
-0.84%
% of All Funds
41.26%
Holding in Top 10
269
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.25%
% of All Funds
4.26%
New
167
Increased
1,076
Reduced
1,019
Closed
161
Calls
$3.48B
Puts
$3.32B
Net Calls
+$158M
Net Calls Change
+$541M
Name Holding Trade Value Shares
Change
Shares
Change %
FPWM
2001
FSB Premier Wealth Management
Iowa
$500K -$163K -431 -25%
SC
2002
Skylands Capital
Wisconsin
$500K
CRCM
2003
Corbett Road Capital Management
Virginia
$500K +$4.29K +12 +0.9%
NSB
2004
Norway Savings Bank
Maine
$498K
DPI
2005
Diversified Portfolios Inc
Michigan
$497K
PIC
2006
Portland Investment Counsel
Ontario, Canada
$497K +$1.07K +3 +0.2%
AWM
2007
Accurate Wealth Management
Florida
$497K +$3.21K +9 +0.7%
NWM
2008
NEIRG Wealth Management
Massachusetts
$497K +$20.7K +58 +4%
SVWAG
2009
Sound View Wealth Advisors Group
Georgia
$496K +$7.86K +22 +2%
CB
2010
CNB Bank
Pennsylvania
$493K -$48.6K -136 -9%
SB
2011
Sunflower Bank
Texas
$493K -$9.3K -26 -2%
BAM
2012
Byrne Asset Management
New Jersey
$493K -$3.57K -10 -0.7%
FMTCOCP
2013
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$493K
WA
2014
WESPAC Advisors
California
$493K +$493K +1,380 New
ALAM
2015
Asahi Life Asset Management
Japan
$492K -$733K -2,050 -60%
CWC
2016
Carolinas Wealth Consulting
North Carolina
$492K -$13.6K -38 -3%
LP
2017
LGL Partners
Pennsylvania
$491K -$1.09M -3,049 -69%
ME
2018
McIlrath & Eck
Washington
$491K
BPWM
2019
Badgley Phelps Wealth Managers
Washington
$489K -$17.9K -50 -4%
NFSG
2020
Newbridge Financial Services Group
Florida
$489K +$138K +386 +39%
GIP
2021
Granite Investment Partners
California
$487K -$17.9K -50 -4%
CC
2022
Callan Capital
California
$487K +$25K +70 +5%
SGK
2023
Steigerwald Gordon & Koch
Virginia
$486K -$37.6K -105 -7%
IVP
2024
Intrinsic Value Partners
Arizona
$486K -$5.01K -14 -1%
DWA
2025
Delos Wealth Advisors
Texas
$486K