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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 %
MHR
2426
Matthew Hamilton Rosenberg
$68K +$1.42K +5 +2%
T
2427
TOBAM
France
$67K -$125K -442 -65%
FMP
2428
Financial Management Professionals
Texas
$67K -$29.7K -104 -31%
BLC
2429
Brown, Lisle/Cummings
Rhode Island
$65.4K
TIM
2430
Tortoise Investment Management
New York
$63K
AA
2431
Addison Advisors
Vermont
$63K +$1.71K +6 +3%
CFFP
2432
Center for Financial Planning
Michigan
$62K +$9.06K +32 +17%
VNA
2433
Valley National Advisers
Pennsylvania
$60K
HWM
2434
HighMark Wealth Management
Minnesota
$60K
LSV Asset Management
2435
LSV Asset Management
Illinois
$57K
PWC
2436
PYA Waltman Capital
Tennessee
$57K
SC
2437
Siena Capital
Ohio
$57K
AWM
2438
Accel Wealth Management
Iowa
$56K -$63.9K -211 -53%
SIS
2439
Sound Income Strategies
Florida
$53K -$20.9K -73 -28%
SWA
2440
SOA Wealth Advisors
New York
$53K
PCA
2441
Providence Capital Advisors
North Carolina
$51K
OCM
2442
Osterweis Capital Management
California
$51K +$51K +179 New
BAM
2443
Baldrige Asset Management
Pennsylvania
$50K
CBT
2444
CoreFirst Bank & Trust
Kansas
$48K
HFS
2445
HBC Financial Services
Washington
$47K
DWMG
2446
DB Wealth Management Group
California
$47K
AW
2447
Avion Wealth
Texas
$45K
LFG
2448
Larson Financial Group
Missouri
$45K +$281 +1 +0.6%
BBPWM
2449
Blue Bell Private Wealth Management
Pennsylvania
$44K
HI
2450
Hoey Investments
Pennsylvania
$44K