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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 %
BOS
2026
Bingham Osborn & Scarborough
California
$401K +$65.2K +183 +19%
WCWM
2027
Willow Creek Wealth Management
California
$400K +$2.85K +8 +0.7%
CCM
2028
Consolidated Capital Management
California
$399K -$528K -1,483 -57%
FSC
2029
Full Sail Capital
Oklahoma
$399K
SC
2030
Solstein Capital
California
$398K
SCM
2031
Southport Capital Management
Tennessee
$397K +$18.9K +53 +5%
ACP
2032
Arcus Capital Partners
Georgia
$396K -$71.2K -200 -15%
HR
2033
Hayden Royal
North Carolina
$394K +$394K +1,106 New
LF
2034
Lantz Financial
Illinois
$393K -$1.07K -3 -0.3%
PA
2035
Prism Advisors
California
$392K
IA
2036
IFG Advisory
Georgia
$388K +$388K +1,091 New
AW
2037
ACG Wealth
Georgia
$385K +$5.34K +15 +1%
WC
2038
Woodstock Corp
Massachusetts
$385K +$7.84K +22 +2%
FIM
2039
Fernwood Investment Management
Massachusetts
$384K
PWM
2040
PBMares Wealth Management
Virginia
$383K -$178K -500 -32%
ABTD
2041
Arvest Bank Trust Division
Oklahoma
$383K +$72.3K +203 +23%
SDWIA
2042
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$381K +$7.13K +20 +2%
EWM
2043
EPG Wealth Management
Georgia
$377K +$25.6K +72 +7%
PP
2044
PrairieView Partners
Minnesota
$376K +$376K +1,055 New
MA
2045
MJP Associates
Connecticut
$375K -$52.8K -148 -12%
SVCP
2046
Silicon Valley Capital Partners
California
$372K -$150K -422 -29%
RCA
2047
Ranch Capital Advisors
Florida
$371K -$73.7K -207 -17%
WCA
2048
Westover Capital Advisors
Delaware
$371K -$25.3K -71 -6%
KM
2049
Kalos Management
Georgia
$371K +$20.6K +56 +6%
SIM
2050
Sonora Investment Management
Arizona
$370K -$37.8K -106 -9%