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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 %
FCMT
2251
Founders Capital Management (Texas)
Texas
$265K
MCM
2252
Monument Capital Management
Virginia
$265K +$265K +840 New
WDC
2253
Woodward Diversified Capital
California
$262K -$27.1K -86 -9%
MF
2254
Montis Financial
Massachusetts
$260K -$4.73K -15 -2%
TI
2255
Truepoint Inc
Ohio
$260K +$260K +825 New
PW
2256
Peninsula Wealth
California
$259K -$33.4K -106 -11%
PB
2257
Pinnacle Bancorp
Nebraska
$259K
LRIA
2258
Leonard Rickey Investment Advisors
Washington
$258K +$9.46K +30 +4%
TS
2259
Tamar Securities
California
$258K +$78.9K +250 +44%
HFM
2260
Hartford Funds Management
Pennsylvania
$258K +$79.7K +253 +45%
TWM
2261
Tradition Wealth Management
Minnesota
$256K -$63.2K -200 -20%
WBG
2262
Wharton Business Group
Pennsylvania
$256K
MWC
2263
MBM Wealth Consultants
Missouri
$256K
BFC
2264
Bedel Financial Consulting
Indiana
$255K +$316 +1 +0.1%
MPIA
2265
Mountain Pacific Investment Advisers
Idaho
$254K
WB
2266
West Bancorporation
Iowa
$253K -$24K -76 -9%
MW
2267
Milestone Wealth
New York
$253K -$3.16K -10 -1%
OWM
2268
Orgel Wealth Management
Wisconsin
$253K
GHAM
2269
Gilman Hill Asset Management
Connecticut
$253K +$253K +801 New
TCM
2270
Tufton Capital Management
Maryland
$252K
KSWA
2271
Kathleen S. Wright Associates
Pennsylvania
$252K
MSE
2272
MUFG Securities EMEA
United Kingdom
$251K -$13.5M -42,825 -98%
MPCG
2273
Matrix Private Capital Group
New York
$251K +$2.21K +7 +0.9%
JIC
2274
Joel Isaacson & Co
New York
$251K +$4.43K +14 +2%
WOSD
2275
WFA of San Diego
California
$250K -$6.95K -22 -3%