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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 %
LSA
2001
Lion Street Advisors
Texas
$400K +$17.9K +63 +5%
BWAM
2002
Boyd Watterson Asset Management
Ohio
$399K -$11.4K -40 -3%
NFSG
2003
Newbridge Financial Services Group
Florida
$398K +$39.5K +139 +11%
RCG
2004
Rock Creek Group
District of Columbia
$398K +$40.7K +143 +11%
PIC
2005
Portland Investment Counsel
Ontario, Canada
$396K
CA
2006
Crewe Advisors
Utah
$396K +$43.5K +153 +12%
ZIC
2007
ZWJ Investment Counsel
Georgia
$396K +$61.2K +215 +18%
DPI
2008
Diversified Portfolios Inc
Michigan
$395K
TWP
2009
Tempus Wealth Planning
California
$395K +$395K +1,389 New
PP
2010
Paloma Partners
Connecticut
$393K -$4.6M -16,216 -92%
AWM
2011
Aries Wealth Management
Maine
$393K -$10.2K -31 -3%
SIC
2012
Sterling Investment Counsel
New York
$393K
KFP
2013
KB Financial Partners
New Jersey
$392K +$21.6K +76 +6%
FFG
2014
Fortem Financial Group
California
$391K -$96.2K -338 -20%
SC
2015
Skylands Capital
Wisconsin
$391K
SOS
2016
Silver Oak Securities
Tennessee
$390K -$555K -1,403 -59%
TSWM
2017
Triangle Securities Wealth Management
North Carolina
$390K +$10.8K +38 +3%
NSB
2018
Norway Savings Bank
Maine
$389K -$7.11K -25 -2%
Jones Financial Companies
2019
Jones Financial Companies
Missouri
$388K -$21.3K -75 -5%
CC
2020
Callan Capital
California
$388K
GIP
2021
Granite Investment Partners
California
$388K
BAM
2022
Byrne Asset Management
New Jersey
$388K
SVWAG
2023
Sound View Wealth Advisors Group
Georgia
$386K +$8.81K +31 +2%
BBW
2024
Blue Barn Wealth
Utah
$386K +$51.8K +182 +15%
HFM
2025
Hartford Financial Management
Connecticut
$385K