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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 %
MCM
2076
Monument Capital Management
Virginia
$353K +$114K +401 +48%
GAA
2077
Global Assets Advisory
Florida
$352K -$140K -428 -29%
ME
2078
McIlrath & Eck
Washington
$352K -$38.7K -136 -10%
FPWM
2079
FSB Premier Wealth Management
Iowa
$352K -$14.8K -52 -4%
VCM
2080
Vivaldi Capital Management
Illinois
$352K -$9.43K -32 -3%
VAG
2081
VisionPoint Advisory Group
Texas
$352K +$23K +81 +7%
JSL
2082
JT Stratford LLC
Georgia
$351K -$18.8K -66 -5%
OCM
2083
Orion Capital Management
California
$351K +$40.1K +141 +13%
TA
2084
TruWealth Advisors
Louisiana
$350K -$31.8K -112 -8%
AWS
2085
AJ Wealth Strategies
New York
$350K -$5.12K -18 -1%
1WA
2086
180 Wealth Advisors
Washington
$349K -$7.67K -27 -2%
RW
2087
Rede Wealth
Virginia
$349K
FPCG
2088
Fort Pitt Capital Group
Pennsylvania
$347K
AWM
2089
Aprio Wealth Management
Georgia
$347K +$36.4K +128 +12%
CWA
2090
Consilio Wealth Advisors
Washington
$347K +$47.7K +168 +16%
AP
2091
Arlington Partners
Alabama
$346K -$18.2K -64 -5%
FAFN
2092
First Affirmative Financial Network
Colorado
$346K +$163K +572 +89%
CCA
2093
Conestoga Capital Advisors
Pennsylvania
$345K
KFGK
2094
Keystone Financial Group (Kentucky)
Kentucky
$345K +$6.25K +22 +2%
IA
2095
Integrity Advisory
Kansas
$344K +$569 +2 +0.2%
BAM
2096
Beaumont Asset Management
Texas
$344K +$344K +1,210 New
MC
2097
Merlin Capital
Rhode Island
$343K -$21.9K -77 -6%
VCP
2098
Verus Capital Partners
Arizona
$342K -$81.9K -288 -19%
FRM
2099
Fox Run Management
Connecticut
$341K -$115K -404 -25%
JHCP
2100
Jackson Hole Capital Partners
Oklahoma
$341K