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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
FFG
2701
Frisch Financial Group
New York
$295K -$90.7K -195 -25%
AIM
2702
Arcadia Investment Management
Michigan
$293K +$11.6K +25 +4%
WMA
2703
West Michigan Advisors
Michigan
$293K -$7.91K -17 -3%
IWN
2704
Independent Wealth Network
Iowa
$292K -$24.6K -53 -8%
KPPF
2705
Klein Pavlis & Peasley Financial
California
$292K
MPW
2706
MGO Private Wealth
California
$291K -$357K -768 -57%
NERM
2707
New England Research & Management
Illinois
$291K -$307K -660 -53%
CWM
2708
Campbell Wealth Management
Virginia
$291K +$1.86K +4 +0.7%
GHAM
2709
Gilman Hill Asset Management
Connecticut
$291K
WPW
2710
Watershed Private Wealth
Illinois
$291K +$14K +30 +5%
OA
2711
Operose Advisors
Wisconsin
$290K +$17.2K +37 +7%
WA
2712
Wealthstream Advisors
New York
$290K +$29.8K +64 +12%
LAM
2713
LifePro Asset Management
California
$290K +$273K +587 New
CASB
2714
Cape Ann Savings Bank
Massachusetts
$289K -$27.9K -60 -9%
HCM
2715
Highview Capital Management
Illinois
$289K
MCA
2716
MSH Capital Advisors
Arizona
$288K -$19.1K -41 -7%
TVAMP
2717
Tennessee Valley Asset Management Partners
Tennessee
$287K +$465 +1 +0.2%
GAMC
2718
Garner Asset Management Corp
Texas
$286K
AWM
2719
Accel Wealth Management
Iowa
$285K +$930 +2 +0.3%
WFC
2720
Western Financial Corp
California
$284K +$465 +1 +0.2%
FFS
2721
Founders Financial Securities
Maryland
$282K -$20.9K -45 -7%
NEWAS
2722
N.E.W. Advisory Services
Wisconsin
$282K
VBA
2723
von Borstel & Associates
Oregon
$282K +$266K +571 New
DWM
2724
Darwin Wealth Management
Florida
$281K -$12.1K -26 -4%
SIS
2725
Sound Income Strategies
Florida
$280K -$14.4K -31 -5%

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.