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Mastercard

2,220 hedge funds and large institutions have $222B invested in Mastercard in 2020 Q2 according to their latest regulatory filings, with 208 funds opening new positions, 966 increasing their positions, 796 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,220
Holders Change
+99
Holders Change %
+4.67%
% of All Funds
45.63%
Holding in Top 10
324
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.89%
% of All Funds
6.66%
New
208
Increased
966
Reduced
796
Closed
88
Calls
$2.52B
Puts
$3.24B
Net Calls
-$723M
Net Calls Change
+$471M
Name Holding Trade Value Shares
Change
Shares
Change %
BFC
2001
Bedel Financial Consulting
Indiana
$246K -$1.48K -5 -0.6%
VCM
2002
Versant Capital Management
Arizona
$246K +$2.96K +10 +1%
CCFM
2003
Clear Creek Financial Management
Washington
$245K -$5.31K -18 -2%
MWM
2004
Modera Wealth Management
New Jersey
$244K
APW
2005
Austin Private Wealth
Texas
$243K -$10K -34 -4%
NP
2006
NorthRock Partners
Minnesota
$242K -$33.4K -113 -12%
MW
2007
Marcum Wealth
Ohio
$242K -$27.4K -93 -10%
CFO
2008
CVA Family Office
Colorado
$241K +$53.8K +182 +29%
Financial Engines Advisors
2009
Financial Engines Advisors
California
$240K +$240K +811 New
IF
2010
IRON Financial
Illinois
$240K +$240K +812 New
MPIA
2011
Mountain Pacific Investment Advisers
Idaho
$238K +$238K +806 New
HCM
2012
Heathbridge Capital Management
Ontario, Canada
$237K -$341K -1,150 -59%
CCM
2013
Crossvault Capital Management
Texas
$237K -$59.3K -200 -20%
WBG
2014
Wharton Business Group
Pennsylvania
$237K +$237K +800 New
BCM
2015
Bridgeway Capital Management
Texas
$237K +$237K +800 New
OWM
2016
Orgel Wealth Management
Wisconsin
$237K +$237K +801 New
VWA
2017
Visionary Wealth Advisors
Illinois
$237K +$237K +803 New
UBV
2018
United Bank (Virginia)
Virginia
$236K -$17.7K -60 -7%
KCPG
2019
Kavar Capital Partners Group
Kansas
$236K +$236K +798 New
GWM
2020
Greenwich Wealth Management
Connecticut
$235K +$235K +794 New
RP
2021
Rice Partnership
Hawaii
$234K +$234K +790 New
WDL
2022
Well Done LLC
Michigan
$232K +$232K +784 New
JWBC
2023
J.W. Burns & Co
New York
$230K +$230K +779 New
BMC
2024
Benin Management Corp
Connecticut
$229K -$177K -600 -44%
FA
2025
Fortis Advisors
Pennsylvania
$229K -$63.4K -214 -22%