MA icon

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 %
1WM
2326
1900 Wealth Management
Texas
$251K
WIC
2327
WealthBridge Investment Counsel
Alberta, Canada
$251K
TIA
2328
Tiemann Investment Advisors
California
$251K +$21.5K +60 +9%
GKWIM
2329
Gerber Kawasaki Wealth & Investment Management
California
$250K -$70.9K -199 -22%
MWA
2330
Monograph Wealth Advisors
California
$250K +$29K +81 +13%
MA
2331
MCF Advisors
Kentucky
$249K +$249K +697 New
BG
2332
Benedetti & Gucer
Georgia
$248K
BCP
2333
Berkeley Capital Partners
Georgia
$248K +$6.78K +19 +3%
CAI
2334
Capital Advisors Inc
Oklahoma
$248K +$7.87K +22 +3%
H
2335
HoyleCohen
California
$247K +$357 +1 +0.1%
HC
2336
HNP Capital
New York
$246K
VRM
2337
Vectors Research Management
New York
$246K
AA
2338
Aire Advisors
California
$246K +$246K +689 New
PFA
2339
Pure Financial Advisors
California
$245K -$6.43K -18 -3%
FB
2340
First Bancorp
Maine
$243K
AAS
2341
Annex Advisory Services
Wisconsin
$243K
LWA
2342
Lenox Wealth Advisors
New York
$243K +$3.17K +9 +1%
JWA
2343
JFS Wealth Advisors
Pennsylvania
$242K -$25.1K -70 -9%
PTC
2344
Philadelphia Trust Company
Pennsylvania
$240K +$240K +671 New
CRI
2345
Colonial River Investments
Virginia
$239K -$63.7K -178 -21%
WCG
2346
Weaver Consulting Group
California
$238K -$5.01K -14 -2%
SLWA
2347
San Luis Wealth Advisors
California
$238K -$1.08K -3 -0.5%
HCA
2348
Horan Capital Advisors
Ohio
$238K
CPIA
2349
Cornell Pochily Investment Advisors
New York
$236K +$26.8K +75 +13%
MCM
2350
Morton Capital Management
California
$235K