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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 %
NL
2226
Navalign LLC
California
$280K
WDL
2227
Well Done LLC
Michigan
$279K +$23K +73 +9%
JWBC
2228
J.W. Burns & Co
New York
$278K
SHGA
2229
Sand Hill Global Advisors
California
$278K +$278K +880 New
PFWA
2230
Paces Ferry Wealth Advisors
Georgia
$277K +$15.5K +49 +6%
HWA
2231
HHM Wealth Advisors
Tennessee
$277K +$21.1K +67 +8%
WI
2232
Wintrust Investments
Illinois
$276K
TPWA
2233
TRUE Private Wealth Advisors
Oregon
$276K
PL
2234
Parthenon LLC
Kentucky
$274K
HCM
2235
Highview Capital Management
Illinois
$274K +$3.15K +10 +1%
Cohen & Steers
2236
Cohen & Steers
New York
$273K -$7.57K -24 -3%
HGERS
2237
Householder Group Estate & Retirement Specialist
Arizona
$273K -$6.62K -21 -2%
MW
2238
MBL Wealth
North Carolina
$272K -$58.9K -187 -18%
HCA
2239
Heck Capital Advisors
Wisconsin
$271K
CCM
2240
Compton Capital Management
Rhode Island
$270K -$707K -2,240 -72%
LCM
2241
LVM Capital Management
Michigan
$270K -$6.3K -20 -2%
ST
2242
Somerset Trust
Pennsylvania
$270K +$15.5K +49 +6%
BPC
2243
Banque Pictet & Cie
Switzerland
$270K +$7.4K +23,463 +3%
ACP
2244
Aveo Capital Partners
Colorado
$269K -$20.5K -65 -7%
HA
2245
Hamel Associates
New Jersey
$268K
HVM
2246
Harvest Volatility Management
Connecticut
$267K +$37.2K +118 +16%
FWA
2247
FSM Wealth Advisors
Ohio
$267K +$267K +758 New
OBWG
2248
Onyx Bridge Wealth Group
New York
$267K +$267K +775 New
FAG
2249
Fortitude Advisory Group
Washington
$266K -$41K -130 -13%
AFAS
2250
Acorn Financial Advisory Services
Virginia
$265K -$45.5K -144 -15%