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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 %
HFS
2351
HBC Financial Services
Washington
$60K +$60K +170 New
CBT
2352
CoreFirst Bank & Trust
Kansas
$59K
MWM
2353
Mascoma Wealth Management
New Hampshire
$59K +$59K +171 New
DWMG
2354
DB Wealth Management Group
California
$58K
WQ
2355
Wealth Quarterback
New Jersey
$55K +$35.8K +99 +187%
AWM
2356
Avondale Wealth Management
Texas
$52K
CPFP
2357
Clear Perspectives Financial Planning
Ohio
$52K
AFG
2358
Albion Financial Group
Utah
$50K -$20K -58 -29%
SWM
2359
Sugarloaf Wealth Management
Georgia
$49K
AA
2360
Addison Advisors
Vermont
$48K +$2.07K +6 +5%
FAM
2361
Fred Alger Management
New York
$47K -$3.13K -9 -6%
AW
2362
Avion Wealth
Texas
$47K +$11.9K +34 +34%
CAC
2363
Core Alternative Capital
Georgia
$47K +$47K +135 New
TCM
2364
Tradewinds Capital Management
Washington
$46K
FRA
2365
Front Row Advisors
California
$46K
GCM
2366
Gladius Capital Management
Illinois
$45K +$19.8K +56 +79%
JWBC
2367
John W. Brooker & Co
California
$44K
RG
2368
Retirement Group
California
$42K -$29.5K -85 -41%
AIM
2369
Arcadia Investment Management
Michigan
$42K
SSC
2370
Syverson Strege & Co
Iowa
$41K
LFG
2371
Larson Financial Group
Missouri
$38K +$2.46K +7 +7%
CBT
2372
Central Bank & Trust
Kentucky
$37K
KLWA
2373
Kelly Lawrence W & Associates
California
$35K
JAM
2374
JCIC Asset Management
Ontario, Canada
$35K
AWM
2375
AllSquare Wealth Management
New York
$35K