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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 %
MCA
2451
Maryland Capital Advisors
Maryland
$44K
ECM
2452
Estabrook Capital Management
New York
$43.5K
CPFP
2453
Clear Perspectives Financial Planning
Ohio
$43K
WSC
2454
Wellington Shields & Co
New York
$40K
SWM
2455
Sugarloaf Wealth Management
Georgia
$40K
BSB
2456
Bangor Savings Bank
Maine
$39K +$24.2K +85 +163%
VIA
2457
Virtus Investment Advisers
Connecticut
$39K +$39K +138 New
FPFS
2458
First Personal Financial Services
North Carolina
$39K +$39K +138 New
APW
2459
Axim Planning & Wealth
Ohio
$38K -$2.57K -9 -6%
WAM
2460
WFA Asset Management
Wisconsin
$36.1K
AA
2461
AlphaMark Advisors
Kentucky
$36K -$28.1K -100 -44%
JWBC
2462
John W. Brooker & Co
California
$36K
FCT
2463
First Community Trust
Iowa
$36K
AIM
2464
Arcadia Investment Management
Michigan
$35K -$4.3K -15 -11%
SSC
2465
Syverson Strege & Co
Iowa
$34K -$17K -60 -33%
FRA
2466
Front Row Advisors
California
$33K -$7.17K -25 -18%
JAM
2467
JCIC Asset Management
Ontario, Canada
$33K
TF
2468
TimeScale Financial
Massachusetts
$30K
IRC
2469
Investors Research Corp
Georgia
$30K +$2.8K +10 +10%
AWM
2470
AllSquare Wealth Management
New York
$29K
LFA
2471
Legend Financial Advisors
Pennsylvania
$28.4K +$28.4K +100 New
SA
2472
SRH Advisors
Kansas
$28K
CWA
2473
Clearview Wealth Advisors
Oregon
$27K -$11.7K -41 -30%
MIFH
2474
Migdal Insurance & Financial Holdings
Israel
$26K -$40.4M -139,998 -100%
GIS
2475
Grayhawk Investment Strategies
Alberta, Canada
$25K -$4.23K -11 -14%