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Mastercard

2,434 hedge funds and large institutions have $296B invested in Mastercard in 2021 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 1,075 increasing their positions, 870 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,434
Holders Change
-41
Holders Change %
-1.66%
% of All Funds
42.75%
Holding in Top 10
239
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-7%
% of All Funds
4.2%
New
118
Increased
1,075
Reduced
870
Closed
126
Calls
$5.21B
Puts
$5.31B
Net Calls
-$98.6M
Net Calls Change
-$379M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
1076
CFM Wealth Partners
Texas
$3.6M +$120K +345 +3%
IFWM
1077
Institute for Wealth Management
Colorado
$3.6M +$199K +572 +6%
KA
1078
Kintegral Advisory
New York
$3.6M
LSAG
1079
Lake Street Advisors Group
New Hampshire
$3.59M +$1.5M +4,307 +71%
JF
1080
Jump Financial
Illinois
$3.57M +$2.4M +6,917 +207%
MFM
1081
MD Financial Management
Ontario, Canada
$3.55M +$664K +1,910 +23%
BCM
1082
BlueMar Capital Management
Florida
$3.51M +$3.51M +10,100 New
MC
1083
Moors & Cabot
Massachusetts
$3.49M +$94.4K +271 +3%
LCH
1084
Lee Capital Holdings
New York
$3.48M -$4.54M -13,070 -57%
HP
1085
Hikari Power
Japan
$3.48M
WC
1086
Winmill & Co
New York
$3.48M
SCM
1087
Sandler Capital Management
New York
$3.48M -$6.04M -17,380 -63%
SS
1088
Sunbelt Securities
Texas
$3.47M
ISWM
1089
Independent Solutions Wealth Management
New York
$3.46M -$295K -849 -8%
BCM
1090
Brooktree Capital Management
Michigan
$3.44M -$695 -2 -0%
Koshinski Asset Management
1091
Koshinski Asset Management
Illinois
$3.44M +$1.53M +4,388 +80%
OCM
1092
Orleans Capital Management
Louisiana
$3.43M -$163K -470 -5%
BAM
1093
Belpointe Asset Management
Nevada
$3.43M +$2.12M +6,097 +162%
DAS
1094
Dynamic Advisor Solutions
Arizona
$3.41M +$179K +516 +6%
CC
1095
Copperleaf Capital
North Carolina
$3.4M +$119K +343 +4%
CW
1096
CreativeOne Wealth
Kansas
$3.4M +$205K +588 +6%
PSB
1097
Piscataqua Savings Bank
New Hampshire
$3.39M +$42.1K +121 +1%
PMG
1098
ProVise Management Group
Florida
$3.39M -$1.74K -5 -0.1%
FMWA
1099
Forvis Mazars Wealth Advisors
Missouri
$3.39M +$276K +793 +9%
MMG
1100
Monetary Management Group
Missouri
$3.38M +$21.6K +62 +0.6%