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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 %
PCMF
2101
Private Capital Management (Florida)
Florida
$374K +$374K +1,186 New
FP
2102
Financial Perspectives
Minnesota
$373K
OCM
2103
Objective Capital Management
Ohio
$373K +$5.05K +16 +1%
OWA
2104
Opal Wealth Advisors
New York
$372K -$11.7K -37 -3%
SDWIA
2105
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$372K
BBW
2106
Blue Barn Wealth
Utah
$371K +$9.16K +29 +3%
ZIC
2107
ZWJ Investment Counsel
Georgia
$371K +$29K +92 +8%
MAM
2108
Madison Asset Management
Wisconsin
$371K +$371K +1,176 New
AFG
2109
Albion Financial Group
Utah
$369K -$7.89K -25 -2%
AWE
2110
Avidian Wealth Enterprises
Texas
$368K -$28.7K -91 -7%
SPIO
2111
Seven Post Investment Office
California
$368K
CAI
2112
Capital Advisors Inc
Oklahoma
$367K +$149K +471 +68%
GAG
2113
GM Advisory Group
New York
$366K -$85.7K -272 -19%
KFI
2114
Key Financial Inc
Pennsylvania
$361K +$4.14K +13 +1%
ACP
2115
Arcus Capital Partners
Georgia
$360K -$6.63K -21 -2%
RCA
2116
Ranch Capital Advisors
Florida
$360K +$1.58K +5 +0.4%
ASC
2117
Atalanta Sosnoff Capital
New York
$357K -$20M -63,580 -98%
MFG
2118
Magnus Financial Group
New York
$357K +$39.8K +126 +13%
RFG
2119
Range Financial Group
Oregon
$355K -$25.5K -81 -7%
NERM
2120
New England Research & Management
Illinois
$355K +$355K +1,125 New
DWP
2121
Destiny Wealth Partners
Florida
$353K -$7.26K -23 -2%
FCB
2122
First Command Bank
Texas
$351K -$17.4K -55 -5%
FCFS
2123
First Command Financial Services
Texas
$351K -$17.4K -55 -5%
CCM
2124
Crew Capital Management
Ohio
$351K -$15.8K -50 -4%
CWM
2125
Cahaba Wealth Management
Georgia
$351K -$12.6K -40 -3%