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Mastercard

2,436 hedge funds and large institutions have $267B invested in Mastercard in 2020 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,003 increasing their positions, 846 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,436
Holders Change
+190
Holders Change %
+8.46%
% of All Funds
43.22%
Holding in Top 10
334
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+4.7%
% of All Funds
5.93%
New
319
Increased
1,003
Reduced
846
Closed
99
Calls
$4.28B
Puts
$4.53B
Net Calls
-$249M
Net Calls Change
+$377M
Name Holding Trade Value Shares
Change
Shares
Change %
LF
2001
Lantz Financial
Illinois
$395K +$41K +115 +12%
WCM
2002
Wallace Capital Management
Texas
$393K
PA
2003
Prism Advisors
California
$393K
CT
2004
Chicago Trust
Illinois
$391K -$131K -367 -25%
AWM
2005
Aprio Wealth Management
Georgia
$390K -$5.7K -16 -1%
RW
2006
Rede Wealth
Virginia
$389K +$389K +1,087 New
OCM
2007
One Capital Management
California
$387K +$61.8K +173 +19%
FIM
2008
Fernwood Investment Management
Massachusetts
$385K
FWP
2009
Firethorn Wealth Partners
Georgia
$384K +$384K +1,075 New
CG
2010
Corundum Group
Colorado
$383K +$37.1K +104 +11%
MWA
2011
Meridian Wealth Advisors
Texas
$382K +$11.8K +33 +3%
AW
2012
ACG Wealth
Georgia
$381K -$82.5K -231 -18%
WDC
2013
Woodward Diversified Capital
California
$380K +$380K +1,064 New
SYBT
2014
Stock Yards Bank & Trust
Kentucky
$379K
SCM
2015
Southport Capital Management
Tennessee
$379K +$51.4K +144 +16%
SVWAG
2016
Sound View Wealth Advisors Group
Georgia
$378K +$5.72K +16 +2%
WC
2017
Woodstock Corp
Massachusetts
$378K +$378K +1,058 New
DACS
2018
Dymon Asia Capital (Singapore)
Singapore
$378K +$378K +1,059 New
IF
2019
IRON Financial
Illinois
$376K +$83.4K +234 +29%
SDWIA
2020
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$374K +$10.7K +30 +3%
CSPIA
2021
Cary Street Partners Investment Advisory
Virginia
$374K +$38.5K +108 +11%
CAN
2022
Claraphi Advisory Network
United States
$372K -$512K -1,434 -58%
SPWG
2023
Sage Private Wealth Group
Illinois
$372K +$372K +1,042 New
FFA
2024
Founders Financial Alliance
North Carolina
$370K -$9.62K -27 -3%
WFC
2025
Western Financial Corp
California
$369K +$369K +1,034 New