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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 %
TIS
2126
Tortoise Index Solutions
Kansas
$348K -$48.5K -154 -12%
FA
2127
Fortis Advisors
Pennsylvania
$348K
PA
2128
Prism Advisors
California
$347K
OCM
2129
Orion Capital Management
California
$345K
TBA
2130
Tower Bridge Advisors
Pennsylvania
$345K +$14.5K +46 +4%
WCM Investment Management
2131
WCM Investment Management
California
$344K -$86.1K -267 -20%
AWM
2132
Aprio Wealth Management
Georgia
$344K +$6.62K +21 +2%
MSFP
2133
Mark Sheptoff Financial Planning
Connecticut
$342K
1CP
2134
17 Capital Partners
Arizona
$342K +$342K +1,085 New
CAM
2135
Claret Asset Management
Quebec, Canada
$340K -$1.58K -5 -0.5%
FIM
2136
Fernwood Investment Management
Massachusetts
$340K
SSWM
2137
Sheets Smith Wealth Management
North Carolina
$339K -$173K -550 -34%
WCWM
2138
Willow Creek Wealth Management
California
$338K -$13.2K -42 -4%
GG
2139
Golden Green
South Carolina
$337K -$23.3K -74 -6%
CP
2140
Camelot Portfolios
Ohio
$333K +$4.1K +13 +1%
CC
2141
Cypress Capital
Tennessee
$333K -$63K -200 -16%
SVCP
2142
Silicon Valley Capital Partners
California
$332K -$88.4K -280 -21%
CWA
2143
Consilio Wealth Advisors
Washington
$332K +$5.99K +19 +2%
CWA
2144
Choice Wealth Advisors
Maine
$332K +$332K +1,053 New
SWAG
2145
Spectrum Wealth Advisory Group
California
$331K +$316 +1 +0.1%
RFN
2146
Redwood Financial Network
Ohio
$329K -$7.88K -25 -2%
RRCM
2147
Rappaport Reiches Capital Management
Illinois
$327K +$33.4K +106 +11%
DHFB
2148
Dixon Hubard Feinour & Brown
Virginia
$327K -$208K -660 -39%
SBWIC
2149
Schaper Benz & Wise Investment Counsel
Wisconsin
$327K +$42.7K +135 +15%
AFA
2150
American Financial Advisors
Georgia
$326K