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Mastercard

2,467 hedge funds and large institutions have $264B invested in Mastercard in 2021 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 1,054 increasing their positions, 933 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,467
Holders Change
+31
Holders Change %
+1.27%
% of All Funds
43.44%
Holding in Top 10
301
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-9.88%
% of All Funds
5.3%
New
174
Increased
1,054
Reduced
933
Closed
119
Calls
$4.14B
Puts
$3.05B
Net Calls
+$1.09B
Net Calls Change
+$1.34B
Name Holding Trade Value Shares
Change
Shares
Change %
TSS
2001
Two Sigma Securities
New York
$424K +$424K +1,191 New
BL
2002
Balentine LLC
Georgia
$423K +$62K +174 +17%
LAM
2003
LifePro Asset Management
California
$422K -$28.9K -81 -6%
MSFP
2004
Mark Sheptoff Financial Planning
Connecticut
$422K +$356 +1 +0.1%
CIA
2005
Citadel Investment Advisory
Ohio
$420K -$12.5K -35 -3%
CC
2006
Courier Capital
New York
$419K +$6.05K +17 +1%
DWP
2007
Destiny Wealth Partners
Florida
$418K -$157K -440 -27%
SPIO
2008
Seven Post Investment Office
California
$415K -$21.4K -60 -5%
CCM
2009
Crew Capital Management
Ohio
$414K +$414K +1,163 New
EPA
2010
Element Pointe Advisors
Florida
$413K
HFM
2011
Hartford Financial Management
Connecticut
$413K
HCP
2012
Hexagon Capital Partners
Arkansas
$413K
AWE
2013
Avidian Wealth Enterprises
Texas
$412K -$6.76K -19 -2%
SCA
2014
Stonebridge Capital Advisors
Minnesota
$411K -$14.2K -40 -3%
CC
2015
Callan Capital
California
$410K
BWM
2016
BCS Wealth Management
Tennessee
$410K
PAG
2017
Pinnacle Advisory Group
Maryland
$410K +$410K +1,151 New
BPB
2018
Badgley, Phelps & Bell
Washington
$409K -$81.8K -230 -17%
AC
2019
Avestar Capital
New York
$409K +$19K +48 +5%
CG
2020
Corundum Group
Colorado
$407K +$24.6K +69 +6%
SVWAG
2021
Sound View Wealth Advisors Group
Georgia
$406K +$29.5K +83 +8%
FNBOSM
2022
First National Bank of South Miami
Florida
$406K +$76.6K +215 +23%
RW
2023
Rede Wealth
Virginia
$405K +$18.5K +52 +5%
CCA
2024
Conestoga Capital Advisors
Pennsylvania
$402K
AFP
2025
Ausdal Financial Partners
Iowa
$401K -$47.4K -133 -11%