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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 %
AA
2151
Auxano Advisors
Washington
$306K +$96.9K +341 +46%
WCWM
2152
Willow Creek Wealth Management
California
$305K
FCA
2153
FLC Capital Advisors
California
$303K -$145K -510 -32%
SAM
2154
Summit Asset Management
Tennessee
$303K -$81.9K -288 -21%
EFG
2155
Everhart Financial Group
Ohio
$302K -$228K -801 -43%
TC
2156
Titleist Capital
Texas
$300K +$12K +42 +4%
SVCP
2157
Silicon Valley Capital Partners
California
$299K +$284 +1 +0.1%
SWAG
2158
Spectrum Wealth Advisory Group
California
$299K +$570 +2 +0.2%
TBA
2159
Tower Bridge Advisors
Pennsylvania
$297K -$13.1K -46 -4%
OWA
2160
Opal Wealth Advisors
New York
$297K -$38.4K -135 -11%
RFN
2161
Redwood Financial Network
Ohio
$297K
XSC
2162
X-Square Capital
Puerto Rico
$296K +$3.13K +11 +1%
HVIA
2163
Hudson Valley Investment Advisors
New York
$296K +$296K +1,042 New
FA
2164
Fortis Advisors
Pennsylvania
$295K -$18.2K -64 -6%
NERM
2165
New England Research & Management
Illinois
$294K -$25.6K -90 -8%
SBWIC
2166
Schaper Benz & Wise Investment Counsel
Wisconsin
$294K
AFA
2167
American Financial Advisors
Georgia
$293K
SCFS
2168
S.C. Financial Services
Arizona
$293K
RCM
2169
Raleigh Capital Management
North Carolina
$293K +$284 +1 +0.1%
RWA
2170
Redhawk Wealth Advisors
Minnesota
$292K -$71.6K -252 -20%
Financial Engines Advisors
2171
Financial Engines Advisors
California
$292K +$13.1K +46 +5%
RRCM
2172
Rappaport Reiches Capital Management
Illinois
$291K -$4.27K -15 -1%
BAM
2173
Berkshire Asset Management
Pennsylvania
$289K +$9.37K +33 +3%
GAM
2174
Gemmer Asset Management
California
$289K +$15.1K +53 +5%
SMA
2175
Sage Mountain Advisors
Georgia
$288K -$55.1K -194 -16%