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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
GSC
2626
Ground Swell Capital
South Carolina
$346K +$326K +701 New
BC
2627
Belmont Capital
California
$346K -$47.9K -103 -13%
GEA
2628
Glen Eagle Advisors
New Jersey
$345K +$12.6K +27 +4%
IAG
2629
Investment Advisory Group
Massachusetts
$343K +$14K +30 +5%
FA
2630
Fermata Advisors
California
$343K +$14.4K +31 +5%
EWM
2631
Elevatus Welath Management
New York
$342K -$45.1K -97 -12%
CPA
2632
Capital Performance Advisors
California
$342K +$323K +694 New
SA
2633
Strategic Advocates
Utah
$342K +$465 +1 +0.1%
FCMT
2634
Founders Capital Management (Texas)
Texas
$341K
AI
2635
Accredited Investors
Minnesota
$340K +$930 +2 +0.3%
EA
2636
Emerald Advisors
Washington
$340K +$18.6K +40 +6%
BTWM
2637
Brass Tax Wealth Management
Ohio
$338K +$318K +684 New
BCP
2638
Blue Chip Partners
Michigan
$335K +$42.8K +92 +16%
BI
2639
Ballast Inc
Kentucky
$335K -$930 -2 -0.3%
CF
2640
Clarity Financial
Texas
$334K -$56.3K -121 -15%
OP
2641
ORG Partners
Indiana
$334K -$1.12M -2,413 -78%
IVP
2642
Intrinsic Value Partners
Arizona
$333K -$47K -101 -13%
TAM
2643
Titleist Asset Management
Texas
$333K -$27.9K -60 -8%
TFA
2644
Tranquilli Financial Advisor
New Jersey
$332K -$465 -1 -0.1%
TVWM
2645
Tower View Wealth Management
Wisconsin
$332K +$17.7K +38 +6%
MWP
2646
Madison Wealth Partners
Wisconsin
$330K +$310K +667 New
SICM
2647
Sustainable Insight Capital Management
New York
$329K
KIG
2648
Kowal Investment Group
Wisconsin
$328K -$930 -2 -0.3%
TBC
2649
Ted Buchan & Co
California
$327K
WOSD
2650
WFA of San Diego
California
$327K

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.