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Mastercard

2,467 hedge funds and large institutions have $264B invested in Mastercard in 2021 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 1,054 increasing their positions, 933 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,467
Holders Change
+31
Holders Change %
+1.27%
% of All Funds
43.44%
Holding in Top 10
301
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-9.88%
% of All Funds
5.3%
New
174
Increased
1,054
Reduced
933
Closed
119
Calls
$4.14B
Puts
$3.05B
Net Calls
+$1.09B
Net Calls Change
+$1.34B
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
1851
Visionary Wealth Advisors
Illinois
$599K -$23.9K -67 -4%
AWS
1852
AJ Wealth Strategies
New York
$595K -$107K -300 -15%
SAM
1853
SP Asset Management
California
$595K +$759 +2 +0.1%
CPA
1854
Capital Planning Advisors
California
$592K +$355K +998 +150%
HPC
1855
Hobart Private Capital
North Carolina
$590K -$4.27K -12 -0.7%
DI
1856
Diligent Investors
California
$585K -$49.8K -140 -8%
RCM
1857
Radnor Capital Management
Pennsylvania
$584K
T
1858
TRUADVICE
Florida
$583K -$38.5K -99 -6%
WCM
1859
WealthBridge Capital Management
Ohio
$581K -$13.5K -38 -2%
LWMM
1860
Legacy Wealth Management (Mississippi)
Mississippi
$575K
OFS
1861
Oldfather Financial Services
Nebraska
$574K
IFO
1862
Independent Family Office
New York
$573K
VWM
1863
Vigilare Wealth Management
Arizona
$570K +$356K +1,001 +167%
JAG
1864
Journey Advisory Group
Kentucky
$569K +$19.6K +55 +4%
WT
1865
Washington Trust
Rhode Island
$569K +$122K +344 +27%
MKC
1866
M. Kraus & Co
Vermont
$567K +$7.12K +20 +1%
AP
1867
Americana Partners
Texas
$567K +$34K +95 +6%
EWM
1868
Empirical Wealth Management
Washington
$566K +$43.8K +123 +8%
TIS
1869
Tortoise Index Solutions
Kansas
$566K +$166K +466 +41%
AM
1870
Atwater Malick
Pennsylvania
$562K
JSL
1871
JT Stratford LLC
Georgia
$559K -$18.9K -53 -3%
RCG
1872
Rock Creek Group
District of Columbia
$557K -$198K -556 -26%
CA
1873
CGN Advisors
Kansas
$557K -$2.14K -6 -0.4%
OR
1874
Olympiad Research
Connecticut
$554K -$71.5K -201 -11%
FFS
1875
Founders Financial Securities
Maryland
$553K +$6.77K +19 +1%