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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 %
FFS
1826
Founders Financial Securities
Maryland
$593K +$24.7K +71 +4%
CCA
1827
Childress Capital Advisors
Texas
$592K -$108K -311 -15%
AWM
1828
Absher Wealth Management
North Carolina
$588K +$24.7K +71 +4%
WA
1829
Wealth Architects
California
$587K +$13.9K +40 +2%
ZB
1830
Zions Bancorporation
Utah
$584K -$351K -1,008 -38%
MIM
1831
Moseley Investment Management
Florida
$582K -$36K -100 -6%
BWP
1832
Baldwin Wealth Partners
Massachusetts
$581K +$22.6K +65 +4%
CWS
1833
Cypress Wealth Services
California
$579K -$64K -184 -10%
EPWM
1834
Essex Private Wealth Management
Massachusetts
$577K -$19.8K -57 -3%
RIM
1835
Rockbridge Investment Management
New York
$574K +$34.4K +99 +6%
RW
1836
REDW Wealth
New Mexico
$571K -$23K -66 -4%
VCM
1837
Vigilant Capital Management
Maine
$570K +$6.95K +20 +1%
MKC
1838
M. Kraus & Co
Vermont
$567K +$12.2K +35 +2%
CIP
1839
Convergence Investment Partners
Florida
$566K -$28.2K -81 -5%
LWMM
1840
Legacy Wealth Management (Mississippi)
Mississippi
$565K +$2.78K +8 +0.5%
ECG
1841
Edge Capital Group
Georgia
$564K -$89.4K -257 -14%
Financial Engines Advisors
1842
Financial Engines Advisors
California
$560K +$28.9K +83 +5%
VWM
1843
Vigilare Wealth Management
Arizona
$558K +$696 +2 +0.1%
WCA
1844
Waratah Capital Advisors
Ontario, Canada
$556K -$4.81M -13,832 -90%
FPCG
1845
Fort Pitt Capital Group
Pennsylvania
$556K -$265K -762 -32%
HGWM
1846
Horst & Graben Wealth Management
Oregon
$556K -$49K -141 -8%
WCM
1847
WealthBridge Capital Management
Ohio
$556K -$11.5K -33 -2%
WT
1848
Washington Trust
Rhode Island
$555K
PP
1849
PDS Planning
Ohio
$555K +$49.1K +141 +10%
CWA
1850
Clarity Wealth Advisors
California
$554K -$20.1K -58 -4%