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 %
MCA
2051
Magnolia Capital Advisors
Mississippi
$354K +$354K +1,018 New
RCG
2052
Rock Creek Group
District of Columbia
$353K -$248K -715 -41%
SRC
2053
Sage Rhino Capital
California
$353K +$13.2K +38 +4%
CA
2054
Centerpoint Advisors
Massachusetts
$352K
MWA
2055
Meridian Wealth Advisors
Texas
$349K -$20.9K -60 -6%
SCA
2056
Stonebridge Capital Advisors
Minnesota
$348K -$365K -1,050 -51%
KWM
2057
Kanen Wealth Management
Florida
$348K
CFO
2058
CVA Family Office
Colorado
$347K -$706K -2,086 -67%
GAM
2059
Grandview Asset Management
Pennsylvania
$345K +$114K +328 +49%
WPC
2060
Waters Parkerson & Co
Louisiana
$344K
VHAM
2061
Van Hulzen Asset Management
California
$341K
AFAS
2062
Acorn Financial Advisory Services
Virginia
$341K +$19.5K +56 +6%
PFA
2063
Professional Financial Advisors
Nebraska
$341K +$306K +882 +882%
MWM
2064
MBE Wealth Management
Wisconsin
$339K
DWM
2065
Darwin Wealth Management
Florida
$338K +$91.5K +263 +37%
HIS
2066
Harvest Investment Services
Illinois
$336K -$347 -1 -0.1%
CFD
2067
Creative Financial Designs
Indiana
$334K +$1.74K +5 +0.5%
TP
2068
Truvvo Partners
New York
$333K +$348 +1 +0.1%
GWCM
2069
Godshalk Welsh Capital Management
Pennsylvania
$330K
CWM
2070
Campbell Wealth Management
Virginia
$329K
SAM
2071
Strategy Asset Managers
California
$329K +$348 +1 +0.1%
SSWG
2072
Seven Springs Wealth Group
Tennessee
$328K
CIM
2073
Contravisory Investment Management
Massachusetts
$328K +$14.3K +41 +5%
CCG
2074
Chatham Capital Group
Georgia
$326K +$102K +294 +46%
APP
2075
Alpha Paradigm Partners
Illinois
$324K -$572K -1,648 -64%