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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 %
OWM
2276
Orgel Wealth Management
Wisconsin
$228K
MW
2277
Milestone Wealth
New York
$228K
TCM
2278
Tufton Capital Management
Maryland
$227K
FWP
2279
FAS Wealth Partners
Kansas
$225K
NCM
2280
Noesis Capital Mangement
Florida
$224K -$34.6K -122 -13%
JIC
2281
Joel Isaacson & Co
New York
$224K -$1.71K -6 -0.8%
CCT
2282
Chemung Canal Trust
New York
$224K +$224K +789 New
WDL
2283
Well Done LLC
Michigan
$223K -$28.4K -100 -11%
MPCG
2284
Matrix Private Capital Group
New York
$223K -$3.7K -13 -2%
RTC
2285
Riverview Trust Company
Washington
$223K +$3.69K +13 +2%
GKWIM
2286
Gerber Kawasaki Wealth & Investment Management
California
$223K +$32.1K +113 +17%
TFA
2287
Triad Financial Advisors
North Carolina
$222K +$3.13K +11 +1%
OWA
2288
Octavia Wealth Advisors
Ohio
$222K +$5.99K +21 +3%
RPCA
2289
Running Point Capital Advisors
California
$222K +$7.13K +25 +3%
CSB
2290
City State Bank
Iowa
$222K +$12.8K +45 +6%
HCM
2291
Highview Capital Management
Illinois
$221K -$26.8K -94 -11%
HVM
2292
Harvest Volatility Management
Connecticut
$221K -$21.5K -75 -9%
WOSD
2293
WFA of San Diego
California
$220K -$4.54K -16 -2%
NIC
2294
Northwest Investment Counselors
Oregon
$220K
GIP
2295
Greatmark Investment Partners
Georgia
$219K -$49.8K -175 -19%
HGERS
2296
Householder Group Estate & Retirement Specialist
Arizona
$219K -$26.3K -93 -11%
ACP
2297
Aveo Capital Partners
Colorado
$219K -$23.9K -84 -10%
DFA
2298
DHJJ Financial Advisors
Illinois
$219K -$1.71K -6 -0.8%
GCA
2299
Genesee Capital Advisors
New York
$219K +$284 +1 +0.1%
WI
2300
Wintrust Investments
Illinois
$218K -$31.3K -110 -13%