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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 %
MA
2076
MCF Advisors
Kentucky
$451K +$14.6K +42 +3%
LSA
2077
Lion Street Advisors
Texas
$451K -$21.1K -63 -4%
C
2078
Covestor
United Kingdom
$449K -$115K -330 -20%
BWAM
2079
Boyd Watterson Asset Management
Ohio
$449K -$38.9K -112 -8%
FL
2080
Fort LP
Maryland
$448K -$88.3K -254 -16%
NWA
2081
New World Advisors
Massachusetts
$444K -$136K -392 -24%
BAM
2082
BOS Asset Management
Illinois
$444K +$444K +1,276 New
DBT
2083
Dubuque Bank & Trust
Iowa
$443K -$1.74K -5 -0.4%
CPA
2084
Cardiff Park Advisors
California
$440K -$1.04K -3 -0.2%
PGWM
2085
Pitti Group Wealth Management
New York
$440K +$8K +23 +2%
CWS
2086
Confluence Wealth Services
Pennsylvania
$440K +$55.6K +160 +14%
IIM
2087
InTrack Investment Management
Vermont
$439K +$439K +1,263 New
ONST
2088
Old North State Trust
North Carolina
$439K +$32.3K +93 +8%
OCM
2089
Objective Capital Management
Ohio
$439K +$21.9K +63 +5%
MAP
2090
Milestone Advisory Partners
North Carolina
$438K
RIL
2091
Rothschild Investment LLC
Illinois
$438K -$88.3K -254 -17%
SDWIA
2092
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$437K +$34.8K +100 +9%
TCM
2093
Tanaka Capital Management
New York
$437K
AWM
2094
Alterna Wealth Management
Texas
$437K +$3.48K +10 +0.8%
AWM
2095
Aprio Wealth Management
Georgia
$436K +$11.8K +34 +3%
AC
2096
Aristides Capital
Kentucky
$435K
KBFS
2097
Kohmann Bosshard Financial Services
Ohio
$435K
LG
2098
LaFleur & Godfrey
Michigan
$435K
PWMG
2099
Provence Wealth Management Group
California
$432K +$432K +1,242 New
OCM
2100
Orion Capital Management
California
$429K