MA icon

Mastercard

2,246 hedge funds and large institutions have $252B invested in Mastercard in 2020 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 876 increasing their positions, 921 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,246
Holders Change
+26
Holders Change %
+1.17%
% of All Funds
45.44%
Holding in Top 10
319
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.54%
% of All Funds
6.45%
New
151
Increased
876
Reduced
921
Closed
102
Calls
$3.38B
Puts
$4.01B
Net Calls
-$626M
Net Calls Change
+$96.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RGIA
2001
Rainier Group Investment Advisory
Washington
$271K +$271K +800 New
MW
2002
Marcum Wealth
Ohio
$270K -$7.79K -23 -3%
NGA
2003
Naples Global Advisors
Florida
$269K +$16.9K +50 +7%
QC
2004
QCM Cayman
Texas
$269K +$269K +795 New
WAP
2005
Wealthcare Advisory Partners
Pennsylvania
$268K +$268K +791 New
RP
2006
Rice Partnership
Hawaii
$267K
EH
2007
Employers Holdings
Nevada
$264K -$76.2K -225 -22%
JWBC
2008
J.W. Burns & Co
New York
$263K
WOSD
2009
WFA of San Diego
California
$262K -$1.55M -4,599 -86%
GWM
2010
Greenwich Wealth Management
Connecticut
$262K -$7.12K -21 -3%
BMC
2011
Benin Management Corp
Connecticut
$262K
PWAP
2012
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$261K -$47.3K -140 -15%
FA
2013
Fortis Advisors
Pennsylvania
$261K
FAT
2014
First American Trust
California
$261K +$8.8K +26 +3%
PC
2015
Permanens Capital
New York
$261K +$126K +372 +93%
Jones Financial Companies
2016
Jones Financial Companies
Missouri
$260K +$260K +769 New
IAM
2017
Iridian Asset Management
Connecticut
$260K +$260K +769 New
FFC
2018
First Financial Corp
Indiana
$259K
LFA
2019
Lighthouse Financial Advisors
Maryland
$258K +$338 +1 +0.1%
TA
2020
Trellis Advisors
Washington
$257K +$4.06K +12 +2%
FFG
2021
Frisch Financial Group
New York
$257K +$12.2K +36 +5%
BCP
2022
Berkeley Capital Partners
Georgia
$257K +$257K +761 New
PAA
2023
Peregrine Asset Advisers
Oregon
$255K
VRM
2024
Vectors Research Management
New York
$254K -$147K -436 -37%
FPC
2025
Falcon Point Capital
California
$254K -$33.8K -100 -12%