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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 %
SGK
2001
Steigerwald Gordon & Koch
Virginia
$448K +$19.2K +61 +4%
KCM
2002
Kathmere Capital Management
Pennsylvania
$446K +$26.2K +83 +6%
NJBEST
2003
New Jersey Better Educational Savings Trust
New Jersey
$445K
KWM
2004
Kolinsky Wealth Management
New Jersey
$445K +$26.8K +85 +6%
CCC
2005
Chelsea Counsel Company
California
$444K
TFO
2006
Tarbox Family Office
California
$443K -$316 -1 -0.1%
OWM
2007
OneAscent Wealth Management
Alabama
$441K -$16.7K -53 -4%
PIC
2008
Portland Investment Counsel
Ontario, Canada
$439K
DPI
2009
Diversified Portfolios Inc
Michigan
$439K
NSB
2010
Norway Savings Bank
Maine
$439K
SIC
2011
Sterling Investment Counsel
New York
$437K +$27.7K +88 +7%
FMTCOCP
2012
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$435K
SC
2013
Skylands Capital
Wisconsin
$434K -$7.89K -25 -2%
LP
2014
LGL Partners
Pennsylvania
$434K
DOA
2015
D'Orazio & Associates
Virginia
$434K +$95.8K +304 +28%
SF
2016
Symphony Financial
Texas
$433K -$33.9K -105 -7%
ME
2017
McIlrath & Eck
Washington
$433K
AFP
2018
Ausdal Financial Partners
Iowa
$432K +$71K +225 +20%
CA
2019
Calton & Associates
Florida
$430K -$73.5K -233 -15%
BAM
2020
Byrne Asset Management
New Jersey
$430K -$5.04K -16 -1%
CC
2021
Callan Capital
California
$430K
GIP
2022
Granite Investment Partners
California
$430K
IVP
2023
Intrinsic Value Partners
Arizona
$428K -$315 -1 -0.1%
CB
2024
CNB Bank
Pennsylvania
$427K -$8.2K -26 -2%
HFM
2025
Hartford Financial Management
Connecticut
$427K +$630 +2 +0.1%