MA icon

Mastercard

2,475 hedge funds and large institutions have $313B invested in Mastercard in 2021 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 1,055 increasing their positions, 902 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,475
Holders Change
+8
Holders Change %
+0.32%
% of All Funds
43.21%
Holding in Top 10
257
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-14.62%
% of All Funds
4.49%
New
147
Increased
1,055
Reduced
902
Closed
116
Calls
$4.32B
Puts
$4.04B
Net Calls
+$281M
Net Calls Change
-$809M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
2551
Compass Ion Advisors
Pennsylvania
-$332K -933 Closed
KCPG
2552
Kavar Capital Partners Group
Kansas
-$320K -898 Closed
WC
2553
Weil Company
California
-$316K -889 Closed
OPOWM
2554
One Plus One Wealth Management
Florida
-$316K -888 Closed
TI
2555
tru Independence
Oregon
-$310K -871 Closed
TVAMP
2556
Tennessee Valley Asset Management Partners
Tennessee
-$305K -858 Closed
WAM
2557
Wolverine Asset Management
Illinois
-$298K -837 Closed
CPC
2558
Congress Park Capital
New York
-$294K -825 Closed
LNWTC
2559
Laird Norton Wetherby Trust Company
Washington
-$266K -746 Closed
IAM
2560
Iridian Asset Management
Connecticut
-$251K -704 Closed
GGI
2561
Godsey & Gibb Inc
Virginia
-$245K -688 Closed
ZCA
2562
Zeke Capital Advisors
Pennsylvania
-$222K -624 Closed
EGWAG
2563
Elwood & Goetz Wealth Advisory Group
Georgia
-$220K -617 Closed
TA
2564
TrueWealth Advisors
Alabama
-$230K -612 Closed
SIAG
2565
Safeguard Investment Advisory Group
California
-$217K -609 Closed
SC
2566
Shay Capital
New York
-$217K -609 Closed
NAMM
2567
NorthStar Asset Management (Massachusetts)
Massachusetts
-$214K -600 Closed
CAWM
2568
Capital Advisors Wealth Management
Washington
-$208K -583 Closed
CFO
2569
Colony Family Offices
North Carolina
-$205K -575 Closed
NFG
2570
Nadler Financial Group
Illinois
-$202K -566 Closed
SLF
2571
Sun Life Financial
Ontario, Canada
-$182K -512 Closed
ACM
2572
Allred Capital Management
Texas
-$179K -503 Closed
MF
2573
Manchester Financial
California
-$179K -502 Closed
LC
2574
Lunia Capital
Texas
-$132K -370 Closed
MWP
2575
Meridian Wealth Partners
Pennsylvania
-$123K -346 Closed