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Mastercard

2,607 hedge funds and large institutions have $307B invested in Mastercard in 2022 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 1,076 increasing their positions, 1,019 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,607
Holders Change
-22
Holders Change %
-0.84%
% of All Funds
41.26%
Holding in Top 10
269
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.25%
% of All Funds
4.26%
New
167
Increased
1,076
Reduced
1,019
Closed
161
Calls
$3.48B
Puts
$3.32B
Net Calls
+$158M
Net Calls Change
+$541M
Name Holding Trade Value Shares
Change
Shares
Change %
CGA
2201
Crescent Grove Advisors
Illinois
$331K -$316K -885 -49%
PW
2202
Peninsula Wealth
California
$331K +$45.3K +127 +16%
PCG
2203
Prosperity Consulting Group
Maryland
$330K -$11.4K -32 -3%
EHWM
2204
Eads & Heald Wealth Management
Georgia
$330K
GWM
2205
GSB Wealth Management
Connecticut
$330K
ACP
2206
Aveo Capital Partners
Colorado
$328K -$5.72K -16 -2%
ACWM
2207
Adams Chetwood Wealth Management
North Carolina
$328K
CIS
2208
Continental Investors Services
Washington
$328K +$1.79K +5 +0.6%
WDC
2209
Woodward Diversified Capital
California
$327K +$357 +1 +0.1%
APA
2210
Astoria Portfolio Advisors
New York
$324K -$166K -466 -34%
UBV
2211
United Bank (Virginia)
Virginia
$324K
OTL
2212
Oak Thistle LLC
New York
$324K +$324K +907 New
CCA
2213
Catalyst Capital Advisors
New York
$323K -$1.18M -3,300 -78%
OMC
2214
Old Mission Capital
Illinois
$323K +$323K +903 New
LA
2215
Lakeside Advisors
Washington
$322K -$35.8K -100 -10%
LD
2216
Lipe & Dalton
New York
$322K -$26.8K -75 -8%
CC
2217
Constitution Capital
Connecticut
$322K
SBWIC
2218
Schaper Benz & Wise Investment Counsel
Wisconsin
$322K
BWM
2219
Baystate Wealth Management
Massachusetts
$322K
TPWA
2220
TRUE Private Wealth Advisors
Oregon
$322K +$18K +49 +6%
NL
2221
Navalign LLC
California
$321K
FBC
2222
Fairfield, Bush & Co
Connecticut
$320K -$39.3K -110 -11%
WH
2223
Willner & Heller
California
$319K -$39.2K -109 -11%
Cohen & Steers
2224
Cohen & Steers
New York
$318K
CWM
2225
Cabot Wealth Management
Massachusetts
$318K