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Mastercard

2,692 hedge funds and large institutions have $253B invested in Mastercard in 2022 Q4 according to their latest regulatory filings, with 317 funds opening new positions, 934 increasing their positions, 1,108 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,692
Holders Change
+152
Holders Change %
+5.98%
% of All Funds
43.43%
Holding in Top 10
351
Holding in Top 10 Change
+89
Holding in Top 10 Change %
+33.97%
% of All Funds
5.66%
New
317
Increased
934
Reduced
1,108
Closed
111
Calls
$3.68B
Puts
$3.4B
Net Calls
+$280M
Net Calls Change
-$415M
Name Holding Trade Value Shares
Change
Shares
Change %
FAFN
2026
First Affirmative Financial Network
Colorado
$490K +$66.7K +192 +16%
PMFA
2027
Plante Moran Financial Advisors
Michigan
$489K -$9.39K -27 -2%
SPWM
2028
Spartan Planning & Wealth Management
North Carolina
$489K +$489K +1,406 New
SWM
2029
Salvus Wealth Management
New Jersey
$486K -$92.1K -265 -16%
NSB
2030
Norway Savings Bank
Maine
$485K +$10.1K +29 +2%
PIC
2031
Portland Investment Counsel
Ontario, Canada
$484K
DPI
2032
Diversified Portfolios Inc
Michigan
$483K
I
2033
InceptionR
California
$483K +$483K +1,390 New
FM
2034
Foster & Motley
Ohio
$482K +$158K +455 +49%
HI
2035
Harper Investing
California
$481K -$717K -2,064 -60%
CL
2036
Choreo LLC
Illinois
$481K +$47K +135 +11%
FWP
2037
Firethorn Wealth Partners
Georgia
$480K -$19.5K -56 -4%
TFO
2038
Tarbox Family Office
California
$480K -$8.35K -24 -2%
Voloridge Investment Management
2039
Voloridge Investment Management
Florida
$478K -$16.2M -46,654 -97%
SC
2040
Skylands Capital
Wisconsin
$478K
FFG
2041
Fortem Financial Group
California
$478K
AWA
2042
Amplius Wealth Advisors
Pennsylvania
$475K +$15.3K +44 +3%
RCG
2043
Rock Creek Group
District of Columbia
$474K -$11.8K -34 -2%
GIP
2044
Granite Investment Partners
California
$474K
SBL
2045
Sargent Bickham Lagudis
Colorado
$472K +$27.5K +79 +6%
GA
2046
Goldstein Advisors
Wisconsin
$471K +$471K +1,355 New
DSN
2047
D. Scott Neal
Kentucky
$469K
CB
2048
CNB Bank
Pennsylvania
$469K
ZIC
2049
ZWJ Investment Counsel
Georgia
$469K -$14.6K -42 -3%
CA
2050
Centerpoint Advisors
Massachusetts
$467K