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Mastercard

2,629 hedge funds and large institutions have $263B invested in Mastercard in 2021 Q4 according to their latest regulatory filings, with 365 funds opening new positions, 1,114 increasing their positions, 819 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,629
Holders Change
+195
Holders Change %
+8.01%
% of All Funds
40.6%
Holding in Top 10
244
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.09%
% of All Funds
3.77%
New
365
Increased
1,114
Reduced
819
Closed
134
Calls
$4.1B
Puts
$4.48B
Net Calls
-$383M
Net Calls Change
-$284M
Name Holding Trade Value Shares
Change
Shares
Change %
SAMT
2126
Select Asset Management & Trust
Pennsylvania
$393K
RFA
2127
Resurgent Financial Advisors
Georgia
$393K +$393K +1,094 New
WCA
2128
Westover Capital Advisors
Delaware
$391K -$8.63K -24 -2%
WPC
2129
Waters Parkerson & Co
Louisiana
$391K +$35.2K +98 +10%
XT
2130
XTX Topco
Cayman Islands
$391K +$391K +1,089 New
FCFS
2131
First Command Financial Services
Texas
$389K +$6.83K +19 +2%
AWM
2132
Aprio Wealth Management
Georgia
$388K
FIM
2133
Fernwood Investment Management
Massachusetts
$388K
AP
2134
Arlington Partners
Alabama
$388K +$104K +289 +36%
PWM
2135
PBMares Wealth Management
Virginia
$387K
MA
2136
Mosaic Advisors
Texas
$387K +$387K +1,078 New
MCA
2137
Magnolia Capital Advisors
Mississippi
$386K +$19.8K +55 +5%
BBW
2138
Blue Barn Wealth
Utah
$385K +$78.7K +219 +26%
CCM
2139
Consolidated Capital Management
California
$384K -$7.54K -21 -2%
FCA
2140
FinTrust Capital Advisors
South Carolina
$384K +$6.47K +18 +2%
CWM
2141
Campbell Wealth Management
Virginia
$382K +$41.4K +115 +12%
ZIG
2142
Zuckerman Investment Group
Illinois
$381K +$59.3K +165 +18%
HWIS
2143
Hancock Whitney Investment Services
Louisiana
$381K +$381K +1,061 New
SCFS
2144
S.C. Financial Services
Arizona
$380K +$380K +1,029 New
PCG
2145
Prosperity Consulting Group
Maryland
$379K +$379K +956 New
PAG
2146
Private Advisory Group
Washington
$379K +$379K +1,054 New
DOA
2147
D'Orazio & Associates
Virginia
$377K -$41.4K -115 -10%
SWAG
2148
Spectrum Wealth Advisory Group
California
$376K +$719 +2 +0.2%
DJYG
2149
David J. Yvars Group
Florida
$375K -$378K -1,050 -50%
FP
2150
Financial Perspectives
Minnesota
$375K