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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 %
CWM
2251
C2C Wealth Management
Arizona
$296K +$4.77K +13 +2%
QP
2252
Quilter Plc
United Kingdom
$295K +$17.8K +50 +6%
GSC
2253
Ground Swell Capital
South Carolina
$294K -$26.5K -74 -8%
PB
2254
Pinnacle Bancorp
Nebraska
$293K +$13.9K +39 +5%
BDF
2255
Black Diamond Financial
Maryland
$292K +$31.1K +87 +12%
EWA
2256
EverSource Wealth Advisors
Alabama
$291K -$102K -284 -26%
WOSD
2257
WFA of San Diego
California
$291K -$73.4K -205 -20%
MW
2258
Milestone Wealth
New York
$291K
XWM
2259
Xcel Wealth Management
Florida
$291K
MWC
2260
MBM Wealth Consultants
Missouri
$290K -$15K -42 -5%
WDL
2261
Well Done LLC
Michigan
$290K -$4.65K -13 -2%
WBG
2262
Wharton Business Group
Pennsylvania
$290K
HWA
2263
HHM Wealth Advisors
Tennessee
$290K
CW
2264
Cook Wealth
North Carolina
$289K
BFC
2265
Bedel Financial Consulting
Indiana
$289K +$716 +2 +0.2%
MPIA
2266
Mountain Pacific Investment Advisers
Idaho
$288K
ST
2267
Somerset Trust
Pennsylvania
$288K +$46.4K +130 +19%
KSWA
2268
Kathleen S. Wright Associates
Pennsylvania
$286K -$501K -1,400 -64%
MCA
2269
Magnolia Capital Advisors
Mississippi
$286K -$97.6K -273 -25%
OWM
2270
Orgel Wealth Management
Wisconsin
$286K
TCM
2271
Tufton Capital Management
Maryland
$285K +$57K +160 +25%
BCP
2272
Blackhawk Capital Partners
Wisconsin
$284K -$3.93K -11 -1%
CISOA
2273
Capital Investment Services of America
Wisconsin
$284K
DFA
2274
DHJJ Financial Advisors
Illinois
$284K
LRIA
2275
Leonard Rickey Investment Advisors
Washington
$282K -$15K -42 -5%