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Mastercard

3,137 hedge funds and large institutions have $351B invested in Mastercard in 2024 Q3 according to their latest regulatory filings, with 183 funds opening new positions, 1,254 increasing their positions, 1,229 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 122

12% more capital invested

Capital invested by funds: $315B → $351B (+$36.7B)

6% more funds holding in top 10

Funds holding in top 10: 259275 (+16)

1.15% more ownership

Funds ownership: 77.33%78.49% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 1,254 | Existing positions reduced: 1,229

1% more funds holding

Funds holding: 3,1123,137 (+25)

12% less call options, than puts

Call options by funds: $2.72B | Put options by funds: $3.09B

Holders
3,137
Holders Change
+25
Holders Change %
+0.8%
% of All Funds
45.04%
Holding in Top 10
275
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+6.18%
% of All Funds
3.95%
New
183
Increased
1,254
Reduced
1,229
Closed
122
Calls
$2.72B
Puts
$3.09B
Net Calls
-$374M
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
2476
Lockerman Financial Group
California
$434K +$19.1K +41 +5%
AWG
2477
Altus Wealth Group
Colorado
$432K -$11.6K -25 -3%
SCA
2478
Stonebridge Capital Advisors
Minnesota
$432K -$930 -2 -0.2%
SFWA
2479
Summit Financial Wealth Advisors
Louisiana
$431K
CFSG
2480
Community Financial Services Group
Vermont
$429K -$14K -30 -3%
SC
2481
Saiph Capital
New Jersey
$429K -$11.2K -24 -3%
ACM
2482
Avalon Capital Management
California
$428K +$7.91K +17 +2%
BBA
2483
Braun-Bostich & Associates
Pennsylvania
$428K +$67.9K +146 +20%
GKWIM
2484
Gerber Kawasaki Wealth & Investment Management
California
$426K -$930 -2 -0.2%
HCA
2485
Heck Capital Advisors
Wisconsin
$425K
VF
2486
VitalStone Financial
Texas
$425K +$393K +845 +5,633%
VCM
2487
Vision Capital Management
Oregon
$424K
BWM
2488
BCS Wealth Management
Tennessee
$424K +$37.2K +80 +10%
FFC
2489
First Financial Corp
Indiana
$424K
FCM
2490
Family Capital Management
Michigan
$424K +$21.4K +46 +6%
CLOS
2491
Compagnie Lombard Odier SCmA
Switzerland
$423K -$132K -283 -25%
FH
2492
FWG Holdings
Florida
$422K
UAG
2493
United Advisor Group
Ohio
$422K +$162K +348 +69%
ATS
2494
Ashton Thomas Securities
New York
$421K +$97.2K +209 +32%
WPC
2495
Waters Parkerson & Co
Louisiana
$420K
FC
2496
Financial Council
Maryland
$419K
SA
2497
Stewardship Advisors
Pennsylvania
$419K +$395K +849 New
CIG
2498
Cascade Investment Group
Colorado
$417K -$13.5K -29 -3%
GCM
2499
Goldstream Capital Management
Hong Kong
$416K +$122K +262 +45%
LAM
2500
Lewis Asset Management
California
$415K +$76.3K +164 +24%

MA Hedge Fund Activity: Q3 2024 in Review

3,137 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q3 2024, worth a combined $351B — up 12% from $315B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new MA positions and 122 closed out — a net gain of 61 holders — while 1,254 added to existing stakes and 1,229 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $3.74B. The largest seller was DZ Bank, cutting an estimated $589M.

  • 3,137 institutional investors held Mastercard (MA) as of Q3 2024, up from 3,112 in Q2 2024.
  • Funds reported $351B of Mastercard stock for Q3 2024, up 12% quarter-over-quarter.
  • 183 funds opened new Mastercard positions in Q3 2024 and 122 closed out, a net change of +61 holders.
  • The largest Mastercard buyer in Q3 2024 was International Assets Investment Management, an estimated $3.74B added.
  • The largest Mastercard seller in Q3 2024 was DZ Bank, an estimated $589M sold.

Based on aggregated 13F filings for Q3 2024.