MA icon

Mastercard

2,246 hedge funds and large institutions have $252B invested in Mastercard in 2020 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 876 increasing their positions, 921 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,246
Holders Change
+26
Holders Change %
+1.17%
% of All Funds
45.44%
Holding in Top 10
319
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.54%
% of All Funds
6.45%
New
151
Increased
876
Reduced
921
Closed
102
Calls
$3.38B
Puts
$4.01B
Net Calls
-$626M
Net Calls Change
+$96.6M
Name Holding Trade Value Shares
Change
Shares
Change %
EPWM
1726
Essex Private Wealth Management
Massachusetts
$589K -$20.6K -61 -3%
OFS
1727
Oldfather Financial Services
Nebraska
$589K
HGWM
1728
Horst & Graben Wealth Management
Oregon
$589K
PWA
1729
Physician Wealth Advisors
Utah
$584K -$99.3K -342 -15%
MWM
1730
Minot Wealth Management
Massachusetts
$584K +$22K +65 +4%
RW
1731
REDW Wealth
New Mexico
$582K
MFG
1732
MidWestOne Financial Group
Iowa
$579K +$579K +1,711 New
TCM
1733
Tanaka Capital Management
New York
$577K -$6.76K -20 -1%
AFM
1734
Anson Funds Management
Texas
$575K +$575K +1,700 New
FSA
1735
Financial Sense Advisors
California
$569K +$338 +1 +0.1%
BWP
1736
BSW Wealth Partners
Colorado
$568K -$13.2K -39 -2%
C1AG
1737
Client 1st Advisory Group
Florida
$566K
WCM
1738
WealthBridge Capital Management
Ohio
$563K -$1.35K -4 -0.2%
TFM
1739
TFC Financial Management
Massachusetts
$560K +$560K +1,656 New
FCA
1740
FLC Capital Advisors
California
$556K -$23.2K -70 -4%
LFA
1741
Legacy Financial Advisors
Kentucky
$555K +$555K +1,641 New
SNBOSCI
1742
Security National Bank of Sioux City Iowa
Iowa
$552K -$33.8K -100 -6%
BAM
1743
Brave Asset Management
New Jersey
$548K
LWMM
1744
Legacy Wealth Management (Mississippi)
Mississippi
$546K
B
1745
Bridgeworth
Alabama
$545K -$75.1K -222 -12%
RG
1746
Retirement Group
California
$544K +$38.5K +114 +8%
TWA
1747
TCI Wealth Advisors
Arizona
$543K -$6.08K -18 -1%
VC
1748
Vicus Capital
Pennsylvania
$542K +$18.6K +55 +4%
VWM
1749
Vigilare Wealth Management
Arizona
$541K
EFMH
1750
E Fund Management (HK)
Hong Kong
$541K