MA icon

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 %
LCS
1876
Levin Capital Strategies
New York
$522K
PHAM
1877
Palisades Hudson Asset Management
Florida
$522K
PBT
1878
Pictet Bank & Trust
Bahamas
$522K
CFSG
1879
Clark Financial Services Group
Missouri
$521K +$19.5K +56 +4%
AW
1880
ACG Wealth
Georgia
$521K +$136K +391 +35%
FLI
1881
Family Legacy Inc
South Carolina
$520K
SGCA
1882
Steel Grove Capital Advisors
Tennessee
$520K +$159K +456 +44%
IC
1883
Intersect Capital
California
$517K -$68.4K -197 -12%
BIP
1884
Blueprint Investment Partners
North Carolina
$515K +$203K +583 +65%
KMWM
1885
Keudell/Morrison Wealth Management
Oregon
$514K -$14.2K -41 -3%
CL
1886
CPWM LLC
Washington
$514K -$1.74K -5 -0.3%
B
1887
Bridgeworth
Alabama
$512K -$6.95K -20 -1%
ABTD
1888
Arvest Bank Trust Division
Oklahoma
$512K +$38.9K +112 +8%
BWM
1889
BerganKDV Wealth Management
Minnesota
$510K +$24K +69 +5%
SGK
1890
Steigerwald Gordon & Koch
Virginia
$509K +$19.5K +56 +4%
BPWM
1891
Badgley Phelps Wealth Managers
Washington
$507K +$507K +1,457 New
AWS
1892
AJ Wealth Strategies
New York
$506K
BOS
1893
Bingham Osborn & Scarborough
California
$504K +$80.7K +232 +19%
WCM
1894
Wedge Capital Management
North Carolina
$503K +$3.13K +9 +0.6%
MPI
1895
Mairs & Power Inc
Minnesota
$500K -$364K -1,047 -42%
NB
1896
Northwest Bancshares
Pennsylvania
$500K +$50.4K +145 +11%
SIM
1897
Sonora Investment Management
Arizona
$497K +$102K +294 +26%
GAG
1898
GM Advisory Group
New York
$494K -$43.8K -126 -8%
WA
1899
WBH Advisory
Maryland
$494K
WAAG
1900
Wealth Alliance Advisory Group
Kansas
$493K +$9.39K +27 +2%