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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 %
BWM
2226
Baystate Wealth Management
Massachusetts
$257K
GWM
2227
Gitterman Wealth Management
New Jersey
$257K +$257K +903 New
NGA
2228
Naples Global Advisors
Florida
$256K -$14.2K -50 -5%
LD
2229
Lipe & Dalton
New York
$256K
CC
2230
Constitution Capital
Connecticut
$256K
LA
2231
Lakeside Advisors
Washington
$256K
KF
2232
Krilogy Financial
Missouri
$255K -$33K -116 -11%
EBA
2233
Eagle Bay Advisors
New York
$255K -$570 -2 -0.2%
CAI
2234
Capital Advisors Inc
Oklahoma
$252K -$83.6K -290 -25%
MCWA
2235
Meadow Creek Wealth Advisors
Georgia
$252K -$15.7K -55 -6%
GPA
2236
Guerra Pan Advisors
New Jersey
$252K
CP
2237
Coho Partners
Pennsylvania
$252K
JWBC
2238
J.W. Burns & Co
New York
$251K
FAG
2239
Fortitude Advisory Group
Washington
$251K +$11.4K +40 +5%
LCM
2240
LVM Capital Management
Michigan
$250K +$6.53K +23 +3%
GWM
2241
GSB Wealth Management
Connecticut
$249K -$14.2K -50 -5%
GAG
2242
GM Advisory Group
New York
$248K -$82.6K -290 -25%
SCA
2243
Stonebridge Capital Advisors
Minnesota
$248K -$34.2K -120 -12%
PL
2244
Parthenon LLC
Kentucky
$247K
Cohen & Steers
2245
Cohen & Steers
New York
$247K +$853 +3 +0.3%
HCA
2246
Heck Capital Advisors
Wisconsin
$245K
GAG
2247
Goodman Advisory Group
Massachusetts
$244K -$25.8K -91 -10%
PFWA
2248
Paces Ferry Wealth Advisors
Georgia
$244K -$5.98K -21 -2%
SHGA
2249
Sand Hill Global Advisors
California
$242K -$8.25K -29 -3%
HA
2250
Hamel Associates
New Jersey
$242K