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Mastercard

2,475 hedge funds and large institutions have $313B invested in Mastercard in 2021 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 1,055 increasing their positions, 902 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,475
Holders Change
+8
Holders Change %
+0.32%
% of All Funds
43.21%
Holding in Top 10
257
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-14.62%
% of All Funds
4.49%
New
147
Increased
1,055
Reduced
902
Closed
116
Calls
$4.32B
Puts
$4.04B
Net Calls
+$281M
Net Calls Change
-$809M
Name Holding Trade Value Shares
Change
Shares
Change %
CDIA
2401
Capital Directions Investment Advisors
Georgia
$39K +$39K +107 New
BMD
2402
Better Money Decisions
New Mexico
$38K
CBT
2403
Central Bank & Trust
Kentucky
$38K
PFA
2404
Professional Financial Advisors
Nebraska
$37K -$919K -2,485 -96%
AWM
2405
AllSquare Wealth Management
New York
$37K -$40.3K -109 -52%
LFG
2406
Larson Financial Group
Missouri
$37K -$1.1K -3 -3%
AW
2407
Avion Wealth
Texas
$37K
KLWA
2408
Kelly Lawrence W & Associates
California
$37K
AL
2409
ADE LLC
Maryland
$37K
GEA
2410
Glen Eagle Advisors
New Jersey
$36.5K
SA
2411
SRH Advisors
Kansas
$36K +$36K +98 New
PWS
2412
Paragon Wealth Strategies
Florida
$34K +$34K +94 New
IRC
2413
Investors Research Corp
Georgia
$32K
SN
2414
Sittner & Nelson
Oregon
$32K
TF
2415
TimeScale Financial
Massachusetts
$31K -$6.57K -18 -17%
FFA
2416
Freedman Financial Associates
Massachusetts
$31K -$5.47K -15 -15%
FWM
2417
Focused Wealth Management
New York
$30K
APWA
2418
Atlas Private Wealth Advisors
New Jersey
$29K +$6.61K +18 +30%
TFGT
2419
TS Financial Group (TSFG)
Illinois
$28K
TIM
2420
Tortoise Investment Management
New York
$28K +$3.64K +10 +15%
GCM
2421
Gladius Capital Management
Illinois
$26K +$26K +71 New
BFG
2422
Baron Financial Group
New Jersey
$25.6K
MAM
2423
Marquette Asset Management
Minnesota
$25K
FPFS
2424
First Personal Financial Services
North Carolina
$24K
GLLW
2425
Graves Light Lenhart Wealth
Virginia
$24K