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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 %
SAM
2026
Summit Asset Management
Tennessee
$427K +$3.16K +10 +0.7%
TFA
2027
Teamwork Financial Advisors
Texas
$426K -$728K -2,307 -63%
DSN
2028
D. Scott Neal
Kentucky
$426K
NP
2029
Ninepoint Partners
Ontario, Canada
$426K
CA
2030
Centerpoint Advisors
Massachusetts
$424K
TA
2031
TruWealth Advisors
Louisiana
$424K +$6.94K +22 +2%
MCM
2032
MV Capital Management
Maryland
$423K +$51.7K +164 +14%
KBFS
2033
Kohmann Bosshard Financial Services
Ohio
$422K -$51.1K -162 -11%
TSWM
2034
Triangle Securities Wealth Management
North Carolina
$421K +$18.9K +60 +5%
SVWAG
2035
Sound View Wealth Advisors Group
Georgia
$419K -$19.6K -62 -4%
SIM
2036
Sadoff Investment Management
Wisconsin
$418K -$43.3K -137 -9%
MC
2037
Matisse Capital
Oregon
$418K
HI
2038
Hudock Inc
Pennsylvania
$415K -$63.1K -200 -13%
CPA
2039
Cardiff Park Advisors
California
$415K -$37.5K -119 -8%
SW
2040
SkyOak Wealth
Michigan
$414K -$48.9K -155 -11%
CP
2041
Castleview Partners
Texas
$413K -$519K -2,102 -56%
CA
2042
CV Advisors
Florida
$412K
GAM
2043
Grandview Asset Management
Pennsylvania
$412K +$8.2K +26 +2%
KFP
2044
KB Financial Partners
New Jersey
$411K +$217K +689 +112%
SAM
2045
Silphium Asset Management
United Kingdom
$410K -$63.1K -200 -13%
JSL
2046
JT Stratford LLC
Georgia
$410K -$79.5K -252 -16%
DI
2047
DFPG Investments
Utah
$409K -$34.1K -103 -8%
NB
2048
Northwest Bancshares
Pennsylvania
$408K
MS
2049
Mizuho Securities
Japan
$407K -$2.05M -5,719 -83%
FPWM
2050
FSB Premier Wealth Management
Iowa
$407K -$9.45K -30 -2%