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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 %
CWM
2126
Cahaba Wealth Management
Georgia
$321K +$4.26K +15 +1%
VCM
2127
Vigilant Capital Management
Maine
$321K +$106K +372 +49%
NWM
2128
NEIRG Wealth Management
Massachusetts
$320K -$86.3K -303 -21%
FCA
2129
FinTrust Capital Advisors
South Carolina
$320K -$11.4K -38 -3%
HI
2130
Harbour Investments
Wisconsin
$319K
LWA
2131
Lineweaver Wealth Advisors
Ohio
$316K -$325K -1,143 -51%
SFWA
2132
Summit Financial Wealth Advisors
Louisiana
$316K -$53.1K -166 -14%
RFG
2133
Range Financial Group
Oregon
$316K -$3.98K -14 -1%
CCM
2134
Crew Capital Management
Ohio
$316K
CAM
2135
Claret Asset Management
Quebec, Canada
$316K +$9.94K +35 +3%
WCM Investment Management
2136
WCM Investment Management
California
$316K +$10.3K +36 +3%
CA
2137
CV Advisors
Florida
$315K -$55.3K -195 -15%
CWS
2138
Confluence Wealth Services
Pennsylvania
$314K -$105K -371 -25%
PA
2139
Prism Advisors
California
$313K
BWM
2140
BCS Wealth Management
Tennessee
$313K +$25.3K +89 +9%
SWA
2141
Stratos Wealth Advisors
Ohio
$313K +$43.3K +152 +16%
CA
2142
Calton & Associates
Florida
$312K -$75.2K -265 -19%
DWP
2143
Destiny Wealth Partners
Florida
$312K -$5.39K -19 -2%
IA
2144
IFG Advisory
Georgia
$312K +$312K +1,099 New
PCWA
2145
Pacific Capital Wealth Advisors
California
$311K +$311K +1,093 New
MSFP
2146
Mark Sheptoff Financial Planning
Connecticut
$309K
HFM
2147
Hartford Funds Management
Pennsylvania
$309K +$76.2K +268 +33%
CC
2148
Cypress Capital
Tennessee
$309K +$8.53K +30 +3%
KMWM
2149
Keudell/Morrison Wealth Management
Oregon
$307K -$154K -541 -33%
FIM
2150
Fernwood Investment Management
Massachusetts
$307K