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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 %
SPPAM
2351
Summit Partners Public Asset Management
Massachusetts
$165K +$165K +580 New
VWM
2352
Valley Wealth Managers
New Jersey
$164K -$198K -697 -55%
LB
2353
Legacy Bridge
Iowa
$163K
WPWM
2354
Western Pacific Wealth Management
Illinois
$162K +$131K +461 +415%
JWA
2355
JFS Wealth Advisors
Pennsylvania
$159K -$22.4K -79 -12%
BONH
2356
Bank of New Hampshire
New Hampshire
$159K
VCM
2357
Versant Capital Management
Arizona
$153K -$852 -3 -0.6%
FEG
2358
Financial Enhancement Group
Indiana
$149K -$4.83K -17 -3%
DAL
2359
Delta Accumulation LLC
California
$148K
ANBT
2360
American National Bank & Trust
Texas
$148K +$111K +393 +305%
IBOK
2361
Independence Bank of Kentucky
Kentucky
$143K
WPA
2362
West Paces Advisors
Georgia
$142K
WFA
2363
West Financial Advisors
Iowa
$142K
ABLA
2364
Alan B. Lancz & Associates
Ohio
$142K
TSW
2365
Thompson Siegel & Walmsley
Virginia
$138K
JGIA
2366
Jackson Grant Investment Advisers
Connecticut
$138K
PG
2367
Proffitt & Goodson
Tennessee
$136K
MWM
2368
Mascoma Wealth Management
New Hampshire
$136K +$284 +1 +0.2%
OBWP
2369
O'Brien Wealth Partners
Massachusetts
$131K -$8.22K -29 -6%
EWM
2370
Endurance Wealth Management
Rhode Island
$131K +$28.4K +100 +28%
M
2371
MOTCO
Texas
$130K +$3.42K +12 +3%
CNBTD
2372
Citizens National Bank Trust Department
Mississippi
$129K
SC
2373
Seldon Capital
California
$129K
OA
2374
Operose Advisors
Wisconsin
$128K
ODG
2375
O'Dell Group
Ohio
$127K +$42.6K +150 +51%