MA icon

Mastercard

2,436 hedge funds and large institutions have $267B invested in Mastercard in 2020 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,003 increasing their positions, 846 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,436
Holders Change
+190
Holders Change %
+8.46%
% of All Funds
43.22%
Holding in Top 10
334
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+4.7%
% of All Funds
5.93%
New
319
Increased
1,003
Reduced
846
Closed
99
Calls
$4.28B
Puts
$4.53B
Net Calls
-$249M
Net Calls Change
+$377M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
2376
JFS Wealth Advisors
Pennsylvania
$25K +$25K +69 New
CBT
2377
CoreFirst Bank & Trust
Kansas
$25K +$25K +70 New
BFG
2378
Baron Financial Group
New Jersey
$25K
IF
2379
Ironwood Financial
Arizona
$24K -$3.64K -10 -13%
TIM
2380
Tortoise Investment Management
New York
$24K
VCG
2381
Vantage Consulting Group
Virginia
$24K +$24K +67 New
FPFS
2382
First Personal Financial Services
North Carolina
$23K +$23K +65 New
MFM
2383
MD Financial Management
Ontario, Canada
$22K +$22K +61 New
CWA
2384
Carolina Wealth Advisors
South Carolina
$19K -$13.9K -38 -42%
CFN
2385
Cordasco Financial Network
Florida
$19K
TFGT
2386
TS Financial Group (TSFG)
Illinois
$19K +$11.6K +33 +157%
FPW
2387
Flagship Private Wealth
Massachusetts
$18.9K +$18.9K +60 New
APW
2388
Acima Private Wealth
Virginia
$18K
BC
2389
Barnett & Company
Tennessee
$18K
LWA
2390
Lowe Wealth Advisors
Maryland
$18K
RF
2391
Robbins Farley
New Hampshire
$18K +$18K +51 New
TC
2392
Truvestments Capital
Florida
$18K +$18K +53 New
HFS
2393
HBC Financial Services
Washington
$17K
MS
2394
Marshall & Sullivan
Washington
$16.2K -$29.1K -10,402 -64%
PGAM
2395
Princeton Global Asset Management
New Jersey
$16K
FWM
2396
Focused Wealth Management
New York
$15K -$2.5K -7 -14%
BSSFA
2397
Baron Silver Stevens Financial Advisors
Florida
$15K +$15K +44 New
DAM
2398
Delta Asset Management
Tennessee
$14K
RDFA
2399
Ritter Daniher Financial Advisory
Ohio
$14K +$14K +40 New
SFO
2400
Standard Family Office
South Dakota
$13K +$13K +36 New