MA icon

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 %
SGCA
2051
Steel Grove Capital Advisors
Tennessee
$370K +$370K +1,039 New
PWM
2052
PRW Wealth Management
Massachusetts
$369K -$368K -1,034 -50%
OCM
2053
Orion Capital Management
California
$364K
FM
2054
Foster & Motley
Ohio
$364K +$10.7K +30 +3%
CWP
2055
Concord Wealth Partners
Virginia
$364K +$152K +428 +72%
KC
2056
Kingfisher Capital
North Carolina
$364K +$364K +1,021 New
GP
2057
Geneva Partners
Wisconsin
$363K
FMW
2058
Farr Miller & Washington
District of Columbia
$363K +$41.7K +117 +13%
CMO
2059
Covenant Multifamily Offices
Texas
$360K
AFA
2060
American Financial Advisors
Georgia
$360K +$360K +1,011 New
OLA
2061
Oliver Luxxe Assets
New Jersey
$359K
SGI
2062
Summit Global Investments
Utah
$357K -$589K -1,656 -62%
GC
2063
Grace Capital
Massachusetts
$356K
KWM
2064
Kanen Wealth Management
Florida
$356K +$356K +1,000 New
MFW
2065
Meristem Family Wealth
Minnesota
$355K
AWA
2066
AmeriServ Wealth Advisors
Pennsylvania
$353K
DI
2067
DFPG Investments
Utah
$352K -$1.29M -3,510 -79%
ACP
2068
Aveo Capital Partners
Colorado
$352K +$352K +988 New
WI
2069
Wintrust Investments
Illinois
$351K +$351K +1,017 New
SYBT
2070
Stock Yards Bank & Trust
Kentucky
$350K -$28.9K -81 -8%
PWM
2071
Prentice Wealth Management
New York
$350K +$350K +983 New
VHAM
2072
Van Hulzen Asset Management
California
$349K -$9.62K -27 -3%
CWM
2073
Cordatus Wealth Management
Pennsylvania
$349K +$133K +374 +62%
BIP
2074
Blueprint Investment Partners
North Carolina
$347K +$347K +976 +97,600%
CP
2075
Coho Partners
Pennsylvania
$346K -$12.5K -35 -3%