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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 %
BDF
2326
Black Diamond Financial
Maryland
$230K -$27.4K -87 -11%
JFA
2327
JNBA Financial Advisors
Minnesota
$230K +$5.69K +18 +3%
PWM
2328
PBMares Wealth Management
Virginia
$229K -$31.5K -100 -12%
CWM
2329
Castle Wealth Management
Florida
$229K +$229K +725 New
FWM
2330
FFT Wealth Management
Pennsylvania
$227K
SWP
2331
Strategic Wealth Partners
Ohio
$227K +$1.27K +4 +0.6%
KA
2332
KLCM Advisors
Wisconsin
$226K
TIA
2333
Tiemann Investment Advisors
California
$226K +$4.73K +15 +2%
XWM
2334
Xcel Wealth Management
Florida
$225K -$31.2K -99 -12%
FB
2335
First Bancorp
Maine
$225K +$10.4K +33 +5%
RIM
2336
Redwood Investment Management
Arizona
$224K +$44.1K +140 +25%
CA
2337
Callahan Advisors
Texas
$223K -$19.8K -63 -8%
CPIA
2338
Cornell Pochily Investment Advisors
New York
$223K +$15.1K +48 +7%
CYG
2339
Clean Yield Group
Vermont
$222K -$3.47K -11 -2%
HG
2340
Harbor Group
New Hampshire
$222K
FFG
2341
Frisch Financial Group
New York
$222K +$315 +1 +0.1%
IIC
2342
Integrated Investment Consultants
Michigan
$220K +$220K +696 New
WFA
2343
Wellspring Financial Advisors
Ohio
$219K -$6K -19 -3%
ICP
2344
Interchange Capital Partners
Pennsylvania
$218K +$218K +693 New
CWA
2345
CM Wealth Advisors
Ohio
$217K +$217K +688 New
VRM
2346
Vectors Research Management
New York
$217K
HC
2347
HNP Capital
New York
$217K
H
2348
HoyleCohen
California
$216K -$2.21K -7 -1%
ZF
2349
Zhang Financial
Michigan
$216K +$21.7K +69 +11%
HC
2350
Hendley & Co
Ohio
$215K -$204K -645 -49%