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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 %
BAM
2026
Bellevue Asset Management
Washington
$254K
PHS
2027
Pekin Hardy Strauss
Illinois
$254K
CPC
2028
Congress Park Capital
New York
$254K
EIA
2029
Edgemoor Investment Advisors
Maryland
$253K +$5.76K +17 +2%
FP
2030
Financial Perspectives
Minnesota
$252K +$90.3K +267 +56%
TIA
2031
Tiemann Investment Advisors
California
$251K -$3.38K -10 -1%
BFC
2032
Bedel Financial Consulting
Indiana
$250K -$31.5K -93 -11%
VWA
2033
Visionary Wealth Advisors
Illinois
$246K -$25.3K -75 -9%
LWA
2034
Lenox Wealth Advisors
New York
$246K +$31.5K +93 +15%
NWP
2035
Northstar Wealth Partners
Connecticut
$245K -$1.59M -4,711 -87%
SFG
2036
SNS Financial Group
Minnesota
$245K +$5.41K +16 +2%
SFG
2037
Summit Financial Group
West Virginia
$244K
MPCG
2038
Matrix Private Capital Group
New York
$242K
NIM
2039
NuWave Investment Management
New Jersey
$239K +$196K +580 +457%
MVA
2040
Mount Vernon Associates
Maryland
$237K -$5.08K -15 -2%
OMC
2041
Old Mission Capital
Illinois
$237K +$237K +702 New
CWAG
2042
Compton Wealth Advisory Group
Virginia
$236K +$339 +1 +0.1%
HFA
2043
Hoover Financial Advisors
Pennsylvania
$236K +$64.9K +192 +38%
PWA
2044
Peterson Wealth Advisors
Utah
$234K +$1.69K +5 +0.7%
KPCM
2045
Kings Point Capital Management
New York
$234K +$24.3K +72 +12%
FM
2046
Foster & Motley
Ohio
$234K +$234K +691 New
HC
2047
HNP Capital
New York
$233K -$139K -444 -37%
B
2048
Bellecapital
Switzerland
$233K
RWA
2049
Redhawk Wealth Advisors
Minnesota
$232K +$232K +686 New
BCM
2050
BTR Capital Management
California
$231K