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
DWM
2676
Denver Wealth Management
Colorado
$312K +$8.84K +19 +3%
CWM
2677
Chicago Wealth Management
Illinois
$312K
IIA
2678
Integral Investment Advisors
California
$312K +$23.3K +50 +9%
WIC
2679
WealthBridge Investment Counsel
Alberta, Canada
$312K
AFG
2680
Albion Financial Group
Utah
$312K -$86K -185 -23%
FDDB
2681
Fidelity D&D Bancorp
Pennsylvania
$312K -$23.7K -51 -7%
FDS
2682
Freedom Day Solutions
Texas
$311K
MPM
2683
MBB Public Markets
Illinois
$311K -$27.2M -58,596 -99%
TNBTD
2684
Trustmark National Bank Trust Department
Mississippi
$311K -$2.33K -5 -0.8%
AFAS
2685
Acorn Financial Advisory Services
Virginia
$311K -$15.3K -33 -5%
GJIA
2686
Glass Jacobson Investment Advisors
Maryland
$308K
VWM
2687
Vigilare Wealth Management
Arizona
$306K
BSHC
2688
Breed's Hill Capital
Massachusetts
$306K +$24.6K +53 +9%
AT
2689
Arlington Trust
Alabama
$304K
KCPG
2690
Kavar Capital Partners Group
Kansas
$303K
EPA
2691
Element Pointe Advisors
Florida
$300K
HA
2692
Hofer & Associates
California
$300K
KSWA
2693
Kathleen S. Wright Associates
Pennsylvania
$299K -$34.9K -75 -11%
UWPG
2694
Ullmann Wealth Partners Group
Florida
$299K +$46.5K +100 +20%
KFA
2695
Kapstone Financial Advisors
Ohio
$298K -$40.9K -88 -13%
BDFN
2696
Bond & Devick Financial Network
Minnesota
$298K
FFW
2697
Fusion Family Wealth
New York
$297K
TCM
2698
Tuttle Capital Management
Connecticut
$297K +$36.3K +78 +15%
CFM
2699
Catalyst Funds Management
Australia
$296K -$186K -400 -40%
ACA
2700
American Capital Advisory
Idaho
$296K

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.