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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 %
NPF
2401
Norris Perne & French
Michigan
$209K
BCM
2402
BTR Capital Management
California
$208K -$3.22K -9 -2%
PWA
2403
Peterson Wealth Advisors
Utah
$208K
NFG
2404
Nadler Financial Group
Illinois
$207K +$1.43K +4 +0.7%
LG
2405
LaFleur & Godfrey
Michigan
$207K +$207K +580 New
IA
2406
IFG Advisory
Georgia
$206K -$3.21K -9 -2%
ETIA
2407
Epic Trust Investment Advisors
Washington
$206K
CWM
2408
Connecticut Wealth Management
Connecticut
$206K +$206K +576 New
LB
2409
Legacy Bridge
Iowa
$205K
FA
2410
Fountainhead AM
New Jersey
$205K +$357 +1 +0.2%
FAP
2411
Financial Advisory Partners
Florida
$204K
RIM
2412
Redwood Investment Management
Arizona
$204K -$1.2M -3,359 -85%
BWA
2413
Brave Warrior Advisors
New York
$203K
WE
2414
Wealth Effects
Massachusetts
$203K
MA
2415
MONECO Advisors
Connecticut
$203K +$16.8K +47 +9%
TS
2416
Tamar Securities
California
$203K +$203K +568 New
HFM
2417
Hartford Funds Management
Pennsylvania
$202K +$202K +566 New
BB
2418
Berkshire Bank
Massachusetts
$201K -$30.3K -85 -13%
W
2419
Wealthquest
Ohio
$201K
BBA
2420
Braun-Bostich & Associates
Pennsylvania
$200K -$3.1M -8,699 -94%
BONH
2421
Bank of New Hampshire
New Hampshire
$200K
TVAMP
2422
Tennessee Valley Asset Management Partners
Tennessee
$200K +$357 +1 +0.2%
WWM
2423
Wolff Wiese Magana
California
$200K +$35.1K +98 +21%
PG
2424
Proffitt & Goodson
Tennessee
$200K +$82.1K +230 +70%
GFPC
2425
Global Financial Private Client
Florida
$199K