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Mastercard

2,138 hedge funds and large institutions have $226B invested in Mastercard in 2019 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 742 increasing their positions, 862 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,138
Holders Change
+175
Holders Change %
+8.91%
% of All Funds
42.22%
Holding in Top 10
318
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+6.35%
% of All Funds
6.28%
New
275
Increased
742
Reduced
862
Closed
75
Calls
$2.17B
Puts
$2.97B
Net Calls
-$803M
Net Calls Change
+$242M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
2001
Trust Company
Kansas
$126K
M
2002
MOTCO
Texas
$126K +$42.7K +143 +51%
RBC
2003
Roble Belko & Company
Pennsylvania
$122K
IWA
2004
Intercontinental Wealth Advisors
Texas
$121K +$26.2K +80 +28%
EI
2005
Ellevest Inc
New York
$120K +$77.1K +259 +180%
PCA
2006
Providence Capital Advisors
North Carolina
$119K
LWM
2007
Liberty Wealth Management
California
$114K +$2.68K +9 +2%
CIM
2008
Contravisory Investment Management
Massachusetts
$114K +$11.9K +40 +12%
TPWA
2009
TRUE Private Wealth Advisors
Oregon
$112K +$112K +376 New
WCG
2010
Weaver Consulting Group
California
$109K
WAP
2011
Wealthcare Advisory Partners
Pennsylvania
$108K -$9.25K -31 -8%
MWA
2012
Meridian Wealth Advisors
Texas
$108K +$108K +362 New
FNBOSM
2013
First National Bank of South Miami
Florida
$107K -$6.87K -23 -6%
FIA
2014
FNY Investment Advisers
New York
$107K +$107K +360 New
Cohen & Steers
2015
Cohen & Steers
New York
$105K -$5.98K -20 -5%
PP
2016
Pacifica Partners
Canada
$98K +$98K +329 New
TFA
2017
Tobias Financial Advisors
Florida
$98K +$98K +330 New
CBT
2018
Central Bank & Trust
Kentucky
$92K -$86K -289 -48%
EWA
2019
Evolution Wealth Advisors
Florida
$92K +$50K +168 +119%
IA
2020
IndexIQ Advisors
New York
$91K +$91K +306 New
HCM
2021
Highlander Capital Management
New Jersey
$90K
AAM
2022
Ardevora Asset Management
United Kingdom
$90K
CCMW
2023
Cypress Capital Management (Wyoming)
Wyoming
$90K
BCM
2024
Blume Capital Management
California
$89K -$7.42K -25 -8%
KFS
2025
Kelly Financial Services
Massachusetts
$87.1K