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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 %
KSWA
2251
Kathleen S. Wright Associates
Pennsylvania
$241K +$13.1K +46 +6%
FCMT
2252
Founders Capital Management (Texas)
Texas
$239K
TIA
2253
Tiemann Investment Advisors
California
$239K +$35.5K +125 +17%
FC
2254
Financial Council
Maryland
$239K +$239K +839 New
MPW
2255
MGO Private Wealth
California
$238K +$238K +838 New
SIA
2256
Strategic Investment Advisors
Michigan
$237K -$172K -604 -42%
TPWA
2257
TRUE Private Wealth Advisors
Oregon
$237K -$11.7K -41 -5%
DIP
2258
DT Investment Partners
Pennsylvania
$236K -$234K -825 -50%
FSC
2259
Full Sail Capital
Oklahoma
$236K -$32.6K -115 -12%
MWC
2260
MBM Wealth Consultants
Missouri
$236K
NL
2261
Navalign LLC
California
$234K -$18.8K -66 -7%
WDC
2262
Woodward Diversified Capital
California
$234K -$1.99K -7 -0.8%
FWA
2263
FSM Wealth Advisors
Ohio
$234K +$18.5K +65 +9%
KWM
2264
Kaydan Wealth Management
Michigan
$233K -$114K -402 -33%
PCMF
2265
Private Capital Management (Florida)
Florida
$233K -$104K -366 -31%
MF
2266
Montis Financial
Massachusetts
$233K -$1.71K -6 -0.7%
TNA
2267
True North Advisors
Texas
$232K -$30.7K -108 -12%
TS
2268
Tamar Securities
California
$232K -$569 -2 -0.2%
WH
2269
Willner & Heller
California
$231K -$28.4K -100 -11%
SIA
2270
Soltis Investment Advisors
Utah
$230K -$1.88M -6,613 -89%
WBG
2271
Wharton Business Group
Pennsylvania
$230K
SIC
2272
Salem Investment Counselors
North Carolina
$229K -$42.7K -150 -16%
AFAS
2273
Acorn Financial Advisory Services
Virginia
$229K -$9.38K -33 -4%
MPIA
2274
Mountain Pacific Investment Advisers
Idaho
$229K
CWS
2275
Cypress Wealth Services
California
$228K -$247K -836 -52%