We are live on ! Find out more
MA icon

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
IDBONY
2526
Israel Discount Bank of New York
New York
$398K -$9.3K -20 -2%
UBV
2527
United Bank (Virginia)
Virginia
$398K -$62.8K -135 -14%
OWM
2528
Orgel Wealth Management
Wisconsin
$396K -$42.3K -91 -10%
PMFA
2529
Plante Moran Financial Advisors
Michigan
$395K +$6.51K +14 +2%
NRWA
2530
North Ridge Wealth Advisors
Oregon
$395K
LGG
2531
Luts & Greenleigh Group
Maryland
$395K +$88.8K +191 +31%
OAM
2532
Occidental Asset Management
California
$394K +$5.58K +12 +2%
OWA
2533
Octavia Wealth Advisors
Ohio
$394K +$45.6K +98 +14%
AA
2534
Axiom Advisory
California
$393K +$465 +1 +0.1%
FA
2535
Fortis Advisors
Pennsylvania
$393K
RIA
2536
Realta Investment Advisors
Delaware
$393K -$2.48M -5,343 -87%
QP
2537
Quilter Plc
United Kingdom
$392K -$3.25K -7 -0.9%
EA
2538
Echo45 Advisors
California
$391K -$20.5K -44 -5%
GC
2539
GFG Capital
Florida
$390K -$322K -692 -35%
CPW
2540
Catalyst Private Wealth
California
$390K
DWMS
2541
Dominguez Wealth Management Solutions
Virginia
$389K
TWP
2542
Tempus Wealth Planning
California
$388K +$28.8K +62 +9%
Cohen & Steers
2543
Cohen & Steers
New York
$388K +$1.4K +3 +0.4%
CPWA
2544
Cerro Pacific Wealth Advisors
California
$387K
APW
2545
Acima Private Wealth
Virginia
$387K
GAG
2546
Goodman Advisory Group
Massachusetts
$387K
HG
2547
Harbor Group
New Hampshire
$386K -$465 -1 -0.1%
VCM
2548
Vivaldi Capital Management
Illinois
$385K +$15.8K +34 +5%
PCS
2549
Private Client Services
Kentucky
$385K +$2.33K +5 +0.6%
LRIA
2550
Leonard Rickey Investment Advisors
Washington
$383K +$5.12K +11 +1%

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.