MA icon

Mastercard

2,434 hedge funds and large institutions have $296B invested in Mastercard in 2021 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 1,075 increasing their positions, 870 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,434
Holders Change
-41
Holders Change %
-1.66%
% of All Funds
42.75%
Holding in Top 10
239
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-7%
% of All Funds
4.2%
New
118
Increased
1,075
Reduced
870
Closed
126
Calls
$5.21B
Puts
$5.31B
Net Calls
-$98.6M
Net Calls Change
-$379M
Name Holding Trade Value Shares
Change
Shares
Change %
CWC
2026
Carolinas Wealth Consulting
North Carolina
$372K -$69.3K -199 -16%
CBTWT
2027
Community Bank & Trust (Waco, Texas)
Texas
$372K
FCFS
2028
First Command Financial Services
Texas
$370K +$7.31K +21 +2%
FCB
2029
First Command Bank
Texas
$370K +$7.31K +21 +2%
BWM
2030
Bulltick Wealth Management
Florida
$367K +$367K +1,056 New
SCM
2031
Southport Capital Management
Tennessee
$367K -$63.7K -183 -15%
ICP
2032
Interchange Capital Partners
Pennsylvania
$366K -$40.2K -116 -10%
ACP
2033
Aveo Capital Partners
Colorado
$366K +$1.74K +5 +0.5%
FCA
2034
FinTrust Capital Advisors
South Carolina
$365K -$114K -329 -24%
AWE
2035
Avidian Wealth Enterprises
Texas
$365K -$13.2K -38 -3%
CG
2036
Corundum Group
Colorado
$364K -$45.8K -132 -11%
SVCP
2037
Silicon Valley Capital Partners
California
$364K +$695 +2 +0.2%
SWAG
2038
Spectrum Wealth Advisory Group
California
$363K -$91.8K -264 -20%
FP
2039
Financial Perspectives
Minnesota
$363K -$6.96K -20 -2%
LWP
2040
Lumature Wealth Partners
Georgia
$362K +$94K +270 +35%
FGAM
2041
Financial Gravity Asset Management
Texas
$361K -$331K -56 -48%
GC
2042
Grace Capital
Massachusetts
$361K
BFM
2043
Boothbay Fund Management
New York
$360K -$1.09M -3,144 -75%
AFA
2044
American Financial Advisors
Georgia
$358K -$1.04K -3 -0.3%
LDB
2045
Lee, Danner & Bass
Tennessee
$357K
OWA
2046
Octavia Wealth Advisors
Ohio
$356K +$64.9K +188 +22%
OCM
2047
Orion Capital Management
California
$355K
CWP
2048
Concord Wealth Partners
Virginia
$355K +$5.56K +16 +2%
FMW
2049
Farr Miller & Washington
District of Columbia
$354K
GP
2050
Geneva Partners
Wisconsin
$354K