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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 %
LFG
2401
Larson Financial Group
Missouri
$37K
BMD
2402
Better Money Decisions
New Mexico
$37K +$37K +104 New
AW
2403
Avion Wealth
Texas
$36K -$3.6K -10 -9%
BAMG
2404
Brand Asset Management Group
Missouri
$36K
JAM
2405
JCIC Asset Management
Ontario, Canada
$36K
AL
2406
ADE LLC
Maryland
$36K
KLWA
2407
Kelly Lawrence W & Associates
California
$36K +$36K +100 New
GEA
2408
Glen Eagle Advisors
New Jersey
$35.6K
SMFG
2409
Sumitomo Mitsui Financial Group
Japan
$35K -$944K -2,615 -96%
FFA
2410
Freedman Financial Associates
Massachusetts
$35K
IRC
2411
Investors Research Corp
Georgia
$31K
SN
2412
Sittner & Nelson
Oregon
$31K
TVWM
2413
Tower View Wealth Management
Wisconsin
$30K +$21.2K +60 +240%
FWM
2414
Focused Wealth Management
New York
$29K +$14.1K +40 +95%
TAIM
2415
TD Ameritrade Investment Management
Nebraska
$28K
SCA
2416
Stuart Chaussee & Associates
California
$28K +$18.6K +53 +196%
TFGT
2417
TS Financial Group (TSFG)
Illinois
$27K +$7.82K +22 +41%
MAM
2418
Marquette Asset Management
Minnesota
$25K
BFG
2419
Baron Financial Group
New Jersey
$24.9K
TIM
2420
Tortoise Investment Management
New York
$24K
GLLW
2421
Graves Light Lenhart Wealth
Virginia
$23K -$36.8K -104 -62%
FPFS
2422
First Personal Financial Services
North Carolina
$23K
FPW
2423
Flagship Private Wealth
Massachusetts
$22.1K
APWA
2424
Atlas Private Wealth Advisors
New Jersey
$22K +$13.7K +38 +165%
BC
2425
Barnett & Company
Tennessee
$19K